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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
O3W
201
Omni 360 Wealth
New Jersey
$443K +$419K +6,672 New
MCM
202
MAI Capital Management
Ohio
$440K -$21.3K -339 -5%
FG
203
Fiduciary Group
Georgia
$439K
WTC
204
WhitTier Trust Company
Nevada
$437K
Corient Private Wealth
205
Corient Private Wealth
Florida
$433K -$8.29K -132 -2%
RMCM
206
Reynders McVeigh Capital Management
Massachusetts
$431K
RWA
207
Redmont Wealth Advisors
Illinois
$429K
KA
208
Kovack Advisors
Florida
$424K +$142K +2,255 +55%
MWM
209
Modera Wealth Management
New Jersey
$421K
WPW
210
Waldron Private Wealth
Pennsylvania
$410K -$179K -2,849 -32%
KLI
211
Kelman-Lazarov Inc
Tennessee
$410K
PAG
212
Powers Advisory Group
Illinois
$410K +$2.83K +45 +0.7%
WCWM
213
Willow Creek Wealth Management
California
$406K
ABC
214
Associated Banc-Corp
Wisconsin
$406K +$251 +4 +0.1%
SAM
215
SignalPoint Asset Management
Missouri
$393K -$1.95K -31 -0.5%
ARC
216
Advisor Resource Council
Texas
$388K +$367K +5,845 New
LIA
217
LS Investment Advisors
Michigan
$385K
HBW
218
Hazlett, Burt & Watson
West Virginia
$382K -$16.1K -257 -4%
MFT
219
Moisand Fitzgerald Tamayo
Florida
$376K
MIAS
220
Mason Investment Advisory Services
Virginia
$375K -$3.14K -50 -0.9%
MA
221
Mutual Advisors
Nebraska
$369K +$377 +6 +0.1%
RJT
222
Raymond James Trust
Florida
$367K +$79.5K +1,266 +30%
STA
223
Summit Trail Advisors
New York
$365K
MMPW
224
Mitchell McLeod Pugh & Williams
Alabama
$362K
AWM
225
Axxcess Wealth Management
California
$362K -$6.09K -97 -2%