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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$204M -$1.68M -48,446 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$101M +$7.32M +211,016 +8%
RIG
3
RiverFront Investment Group
Virginia
$87.9M -$19.4M -559,310 -19%
PV
4
Private Vista
Illinois
$51.5M +$7.63M +219,910 +19%
Bank of America
5
Bank of America
North Carolina
$49.4M +$364K +10,502 +0.8%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$31.1M -$12.6K -364 -0%
Wells Fargo
7
Wells Fargo
California
$28.1M +$2.3M +66,280 +9%
Goldman Sachs
8
Goldman Sachs
New York
$27.2M +$715K +20,598 +3%
RJA
9
Raymond James & Associates
Florida
$24.9M -$12.2M -350,770 -34%
GW
10
GW & Wade
Massachusetts
$20.9M -$1.13M -32,458 -5%
SWP
11
Stratos Wealth Partners
Ohio
$19.3M -$312K -9,002 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.3M -$846K -24,370 -4%
UBS Group
13
UBS Group
Switzerland
$17M -$15.9M -456,934 -50%
LPL Financial
14
LPL Financial
California
$12.7M -$1.88M -54,146 -13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$12M -$1.3M -37,366 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.7M -$1.27M -36,524 -11%
BTS
17
BB&T Securities
Virginia
$10.5M -$4.89M -140,990 -33%
Creative Planning
18
Creative Planning
Kansas
$9.1M -$453K -13,056 -5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.5M +$433K +12,492 +6%
SP
20
Sarasin & Partners
United Kingdom
$7.38M -$3.12K -90 -0%
EWM
21
Evercore Wealth Management
New York
$7.09M +$2.83M +81,642 +73%
LYV
22
Live Your Vision
Pennsylvania
$6.9M -$985K -28,398 -13%
MWM
23
Mission Wealth Management
California
$5.96M +$92.5K +2,666 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.77M -$432K -12,456 -7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.21M +$99.5K +2,868 +2%