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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
$229M -$3.68M -80,816 -2%
Morgan Stanley
2
Morgan Stanley
New York
$109M -$9.43M -207,384 -8%
RIG
3
RiverFront Investment Group
Virginia
$87.5M -$1.04M -22,866 -1%
GW
4
GW & Wade
Massachusetts
$64.9M -$3.17M -69,634 -5%
Bank of America
5
Bank of America
North Carolina
$55M -$1.57M -34,428 -3%
UBS Group
6
UBS Group
Switzerland
$28.7M -$513K -11,270 -2%
EWM
7
Evercore Wealth Management
New York
$28.4M -$2.38M -52,278 -8%
Goldman Sachs
8
Goldman Sachs
New York
$27.9M +$6.58M +144,670 +32%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$25.9M +$173K +3,796 +0.7%
RJA
10
Raymond James & Associates
Florida
$24.4M -$554K -12,186 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$23.2M +$398K +8,750 +2%
SWP
12
Stratos Wealth Partners
Ohio
$22.5M +$1.67M +36,716 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.3M -$17.6M -386,158 -45%
Creative Planning
14
Creative Planning
Kansas
$21.4M +$3.48M +76,392 +20%
PV
15
Private Vista
Illinois
$20.3M -$4.61M -101,256 -19%
Ameriprise
16
Ameriprise
Minnesota
$20.3M +$1.7M +37,274 +9%
RCIM
17
Red Cedar Investment Management
Michigan
$18.5M -$726K -15,954 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.2M +$2.9M +63,804 +20%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$17M +$1.87M +41,040 +13%
SPIA
20
Steward Partners Investment Advisory
New York
$16.9M +$5.94M +130,534 +57%
Wells Fargo
21
Wells Fargo
California
$16.8M -$78.8K -1,732 -0.5%
LPL Financial
22
LPL Financial
California
$15.4M -$3.46M -76,114 -19%
CCA
23
Clearwater Capital Advisors
Illinois
$13.1M -$523K -11,492 -4%
TCPWM
24
Traverso Chambers Private Wealth Management
California
$13M +$141K +3,104 +1%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$10.6M +$425K +9,352 +4%