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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EW
201
Element Wealth
Mississippi
$654K -$4.61K -59 -0.7%
IAIM
202
International Assets Investment Management
Florida
$651K +$4.45K +57 +0.7%
AWC
203
Adamsbrown Wealth Consultants
Kansas
$645K +$937 +12 +0.2%
EWA
204
EverSource Wealth Advisors
Alabama
$643K -$88K -1,127 -13%
HTC
205
Haverford Trust Company
Pennsylvania
$641K
IWC
206
Integrated Wealth Concepts
Massachusetts
$639K -$106K -1,360 -15%
LOIP
207
Live Oak Investment Partners
Texas
$633K
MWA
208
Midland Wealth Advisors
Illinois
$631K -$2.42K -31 -0.4%
SWGC
209
Summit Wealth Group (Colorado)
Colorado
$627K +$596K +7,635 New
M&T Bank
210
M&T Bank
New York
$626K -$19.5K -250 -3%
WWM
211
Western Wealth Management
Colorado
$619K -$7.89K -101 -1%
PRTG
212
Post Resch Tallon Group
New York
$614K -$15.6K -200 -3%
LFS
213
Lutz Financial Services
Nebraska
$612K
GEA
214
Glen Eagle Advisors
New Jersey
$609K +$16.4K +210 +3%
SF
215
Synovus Financial
Georgia
$606K -$859 -11 -0.1%
BJL
216
Brighton Jones LLC
Washington
$606K +$357K +4,571 +163%
HWMT
217
Heritage Wealth Management (Texas)
Texas
$595K -$310K -3,963 -35%
Corient Private Wealth
218
Corient Private Wealth
Florida
$593K -$8.12K -104 -1%
IWN
219
Independent Wealth Network
Iowa
$587K +$558K +7,141 New
FPAS
220
Focus Partners Advisor Solutions
Missouri
$568K
CWM
221
Collaborative Wealth Management
Florida
$567K -$83.8K -1,073 -13%
TH
222
Team Hewins
California
$565K
GAM
223
Grandview Asset Management
Pennsylvania
$560K +$2.11K +27 +0.4%
SFGP
224
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$543K
FG
225
Fiduciary Group
Georgia
$543K