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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Collaborative Wealth Management
Florida
$633K -$46K -577 -7%
FA
202
FSA Advisors
Michigan
$630K -$277K -3,469 -30%
M&T Bank
203
M&T Bank
New York
$625K -$9.65K -121 -2%
IAIM
204
International Assets Investment Management
Florida
$625K -$15.2K -191 -2%
AQR Capital Management
205
AQR Capital Management
Connecticut
$624K -$114K -1,433 -15%
AWC
206
Adamsbrown Wealth Consultants
Kansas
$623K -$84.1K -1,054 -12%
SFA
207
Sequoia Financial Advisors
Ohio
$621K +$625K +7,827 New
HTC
208
Haverford Trust Company
Pennsylvania
$619K
MWA
209
Midland Wealth Advisors
Illinois
$612K -$20.8K -261 -3%
LOIP
210
Live Oak Investment Partners
Texas
$612K +$615K +7,707 New
WWM
211
Western Wealth Management
Colorado
$606K -$25.6K -321 -4%
PRTG
212
Post Resch Tallon Group
New York
$605K
LFS
213
Lutz Financial Services
Nebraska
$592K
SF
214
Synovus Financial
Georgia
$586K -$47.2K -592 -7%
Corient Private Wealth
215
Corient Private Wealth
Florida
$581K +$18K +226 +3%
GEA
216
Glen Eagle Advisors
New Jersey
$572K +$50.3K +631 +10%
FPAS
217
Focus Partners Advisor Solutions
Missouri
$549K +$159K +1,993 +40%
TH
218
Team Hewins
California
$546K
GAM
219
Grandview Asset Management
Pennsylvania
$539K +$1.75K +22 +0.3%
AP
220
Advisors Preferred
Maryland
$531K -$8.43M -105,688 -94%
Brown Advisory
221
Brown Advisory
Maryland
$525K
SFGP
222
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$524K
FG
223
Fiduciary Group
Georgia
$524K
WTC
224
WhitTier Trust Company
Nevada
$522K
SWM
225
SpringVest Wealth Management
Texas
$520K