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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
$216M +$1.18M +30,628 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$117M -$649K -16,804 -0.5%
RIG
3
RiverFront Investment Group
Virginia
$86.9M -$6.4M -165,804 -7%
Bank of America
4
Bank of America
North Carolina
$57.1M +$1.92M +49,688 +3%
PV
5
Private Vista
Illinois
$54.2M +$782K +20,248 +1%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$31.9M -$320K -8,288 -1%
Wells Fargo
7
Wells Fargo
California
$31M -$1.86M -48,188 -6%
RJA
8
Raymond James & Associates
Florida
$22.7M -$3.13M -80,992 -12%
SWP
9
Stratos Wealth Partners
Ohio
$22.3M +$709K +18,370 +3%
EWM
10
Evercore Wealth Management
New York
$21.2M +$12.6M +327,232 +147%
GW
11
GW & Wade
Massachusetts
$21M -$539K -13,964 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$19.2M -$603K -15,620 -3%
Goldman Sachs
13
Goldman Sachs
New York
$18.3M -$2.38M -61,566 -11%
UBS Group
14
UBS Group
Switzerland
$16.9M -$708K -18,340 -4%
CCA
15
Clearwater Capital Advisors
Illinois
$11.3M -$604K -15,654 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.9M -$823K -21,308 -7%
LPL Financial
17
LPL Financial
California
$10.4M +$3.21M +83,176 +44%
Creative Planning
18
Creative Planning
Kansas
$9.24M +$19.7K +510 +0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.04M +$198K +5,136 +2%
BTS
20
BB&T Securities
Virginia
$8.93M -$2.47M -63,870 -22%
SP
21
Sarasin & Partners
United Kingdom
$7.15M -$422K -10,920 -6%
MWM
22
Mission Wealth Management
California
$6.28M +$125K +3,228 +2%
LYV
23
Live Your Vision
Pennsylvania
$5.73M +$75.2K +1,948 +1%
DMS
24
Discretionary Management Services
Kansas
$4.88M +$247K +6,400 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.83M -$433K -11,208 -8%