We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$211M +$931K +25,152 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$116M +$11.4M +308,056 +11%
RIG
3
RiverFront Investment Group
Virginia
$91.8M +$1.04M +28,218 +1%
PV
4
Private Vista
Illinois
$55.1M +$1.91M +51,628 +4%
Bank of America
5
Bank of America
North Carolina
$54.3M +$3.23M +87,220 +6%
Wells Fargo
6
Wells Fargo
California
$32.3M +$3.27M +88,412 +12%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$31.7M -$398K -10,742 -1%
RJA
8
Raymond James & Associates
Florida
$25.4M -$259K -7,000 -1%
SWP
9
Stratos Wealth Partners
Ohio
$21.2M +$1.3M +35,206 +7%
GW
10
GW & Wade
Massachusetts
$21.2M -$405K -10,938 -2%
Goldman Sachs
11
Goldman Sachs
New York
$20.4M -$7.51M -202,950 -27%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.5M -$418K -11,292 -2%
UBS Group
13
UBS Group
Switzerland
$17.3M -$254K -6,874 -1%
CCA
14
Clearwater Capital Advisors
Illinois
$11.8M +$11.5M +311,446 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11.6M +$467K +12,620 +4%
BTS
16
BB&T Securities
Virginia
$11.2M +$338K +9,140 +3%
Creative Planning
17
Creative Planning
Kansas
$9.07M -$318K -8,582 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.7M -$67.7K -1,830 -0.8%
EWM
19
Evercore Wealth Management
New York
$8.42M +$1.07M +29,046 +15%
SP
20
Sarasin & Partners
United Kingdom
$7.46M -$159K -4,294 -2%
LPL Financial
21
LPL Financial
California
$7.22M -$5.84M -157,918 -45%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.4M +$439K +11,872 +8%
MWM
23
Mission Wealth Management
California
$6.05M -$98.7K -2,668 -2%
LYV
24
Live Your Vision
Pennsylvania
$5.56M -$1.53M -41,282 -22%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.18M -$194K -5,230 -4%