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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
$220M -$1.92M -41,568 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$117M -$4.93M -106,968 -4%
RIG
3
RiverFront Investment Group
Virginia
$89.8M -$2.8M -60,664 -3%
Bank of America
4
Bank of America
North Carolina
$57.1M -$312K -6,772 -0.5%
PV
5
Private Vista
Illinois
$34.8M -$2.68M -58,176 -7%
Wells Fargo
6
Wells Fargo
California
$33.9M +$957K +20,766 +3%
EWM
7
Evercore Wealth Management
New York
$32M -$5.37M -116,590 -14%
GW
8
GW & Wade
Massachusetts
$31.5M +$2.09M +45,358 +7%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$26.9M -$326K -7,078 -1%
SWP
10
Stratos Wealth Partners
Ohio
$25M -$869K -18,860 -3%
RJA
11
Raymond James & Associates
Florida
$24.7M -$747K -16,212 -3%
Goldman Sachs
12
Goldman Sachs
New York
$21.8M -$4.14M -89,844 -15%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$21.7M -$1.53M -33,308 -6%
UBS Group
14
UBS Group
Switzerland
$20.9M +$751K +16,298 +4%
DDPOM
15
Delta Dental Plan of Michigan
Michigan
$18.1M +$688K +14,926 +4%
Ameriprise
16
Ameriprise
Minnesota
$17M +$1.15M +24,912 +7%
LPL Financial
17
LPL Financial
California
$13.5M +$315K +6,838 +2%
Creative Planning
18
Creative Planning
Kansas
$13.1M +$2.51M +54,552 +23%
CCA
19
Clearwater Capital Advisors
Illinois
$12.8M +$1.02M +22,054 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.5M +$334K +7,252 +3%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$10.4M -$294K -6,374 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.36M -$415K -9,006 -5%
BTS
23
BB&T Securities
Virginia
$8.11M +$286K +6,214 +4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$7.98M +$178K +3,868 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$7.26M +$2.66M +57,624 +53%