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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NFA
201
Northwest Financial Advisors
Virginia
$758K +$2.88K +34 +0.4%
SF
202
Summit Financial
New Jersey
$758K -$36K -426 -5%
CAWM
203
Capital Advisors Wealth Management
Washington
$746K -$5.58K -66 -0.8%
KWM
204
Kaydan Wealth Management
Michigan
$745K -$2.03K -24 -0.3%
SFA
205
Sequoia Financial Advisors
Ohio
$734K
CAM
206
Cozad Asset Management
Illinois
$727K -$1.19K -14 -0.2%
HSA
207
HBK Sorce Advisory
Pennsylvania
$713K
BFA
208
Benedict Financial Advisors
Georgia
$702K +$169 +2 +0%
FTS
209
Fifth Third Securities
Ohio
$701K +$233K +2,756 +52%
WWM
210
Western Wealth Management
Colorado
$700K +$43K +508 +7%
NW
211
NewEdge Wealth
Pennsylvania
$695K
LOIP
212
Live Oak Investment Partners
Texas
$686K +$15.3K +181 +2%
AWC
213
Adamsbrown Wealth Consultants
Kansas
$685K +$846 +10 +0.1%
EWA
214
EverSource Wealth Advisors
Alabama
$680K -$846 -10 -0.1%
HTC
215
Haverford Trust Company
Pennsylvania
$679K
Citadel Advisors
216
Citadel Advisors
Florida
$664K -$205K -2,428 -24%
IWM
217
IHT Wealth Management
Illinois
$664K -$93.1K -1,100 -13%
M&T Bank
218
M&T Bank
New York
$663K
AIP
219
Almanack Investment Partners
Pennsylvania
$662K -$138K -1,631 -18%
GEA
220
Glen Eagle Advisors
New Jersey
$658K +$11.5K +136 +2%
IAIM
221
International Assets Investment Management
Florida
$656K
Corient Private Wealth
222
Corient Private Wealth
Florida
$656K +$26.3K +311 +4%
LFS
223
Lutz Financial Services
Nebraska
$649K
BJL
224
Brighton Jones LLC
Washington
$645K +$3.05K +36 +0.5%
SWP
225
ShoreHaven Wealth Partners
New Jersey
$637K -$217K -2,564 -26%