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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
$221M -$14.1M -295,612 -6%
Morgan Stanley
2
Morgan Stanley
New York
$96.7M -$14.9M -312,252 -14%
RIG
3
RiverFront Investment Group
Virginia
$87.9M -$2.06M -43,288 -2%
GW
4
GW & Wade
Massachusetts
$67.3M +$450K +9,440 +0.7%
Bank of America
5
Bank of America
North Carolina
$63.5M +$6.84M +143,406 +12%
RJA
6
Raymond James & Associates
Florida
$37M +$11.7M +245,304 +47%
UBS Group
7
UBS Group
Switzerland
$31.6M +$2.06M +43,126 +7%
LPL Financial
8
LPL Financial
California
$30.2M +$14.1M +295,950 +91%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$29.9M +$5.9M +123,784 +25%
EWM
10
Evercore Wealth Management
New York
$29.7M +$468K +9,818 +2%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$26.6M +$22.5K +472 +0.1%
Goldman Sachs
12
Goldman Sachs
New York
$23.5M -$5.14M -107,780 -18%
Ameriprise
13
Ameriprise
Minnesota
$23.3M +$1.65M +34,552 +8%
SWP
14
Stratos Wealth Partners
Ohio
$23.2M +$107K +2,242 +0.5%
Creative Planning
15
Creative Planning
Kansas
$22.3M +$227K +4,758 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18.9M +$139K +2,916 +0.8%
PV
17
Private Vista
Illinois
$18.8M -$2.06M -43,082 -10%
RCIM
18
Red Cedar Investment Management
Michigan
$18.7M +$47.3K +992 +0.3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$18.7M +$1.21M +25,466 +7%
Wells Fargo
20
Wells Fargo
California
$17.5M +$232K +4,870 +1%
SPIA
21
Steward Partners Investment Advisory
New York
$16.2M -$1.1M -23,118 -6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$12.6M +$2.18M +45,612 +21%
CCA
23
Clearwater Capital Advisors
Illinois
$12.4M -$1.09M -22,832 -8%
TCPWM
24
Traverso Chambers Private Wealth Management
California
$11.8M -$1.61M -33,812 -12%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$11.1M +$196K +4,116 +2%