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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
$219M -$7.05M -144,708 -3%
Morgan Stanley
2
Morgan Stanley
New York
$99.9M +$954K +19,580 +1%
RIG
3
RiverFront Investment Group
Virginia
$88.4M -$1.51M -30,888 -2%
GW
4
GW & Wade
Massachusetts
$72.4M +$3.59M +73,616 +5%
Bank of America
5
Bank of America
North Carolina
$68.6M +$3.57M +73,336 +6%
EWM
6
Evercore Wealth Management
New York
$44.1M +$13.5M +277,734 +45%
RJA
7
Raymond James & Associates
Florida
$39.8M +$1.97M +40,498 +5%
UBS Group
8
UBS Group
Switzerland
$31.8M -$461K -9,458 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$30.9M +$381K +7,808 +1%
LPL Financial
10
LPL Financial
California
$30.5M -$313K -6,424 -1%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$26.6M -$587K -12,046 -2%
Ameriprise
12
Ameriprise
Minnesota
$24.9M +$1.85M +37,960 +8%
Goldman Sachs
13
Goldman Sachs
New York
$24.7M +$667K +13,688 +3%
SWP
14
Stratos Wealth Partners
Ohio
$24.1M +$378K +7,758 +2%
Creative Planning
15
Creative Planning
Kansas
$23.6M +$825K +16,926 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$20.1M +$949K +19,478 +5%
RCIM
17
Red Cedar Investment Management
Michigan
$19.4M
Wells Fargo
18
Wells Fargo
California
$19.1M +$1.21M +24,848 +7%
PV
19
Private Vista
Illinois
$18.2M -$1.02M -20,998 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$17.8M -$1.54M -31,560 -8%
SPIA
21
Steward Partners Investment Advisory
New York
$16.8M +$218K +4,466 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$14.3M +$1.33M +27,380 +11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$14.1M +$6.94M +142,446 +100%
TCPWM
24
Traverso Chambers Private Wealth Management
California
$12.5M +$536K +11,000 +5%
CCA
25
Clearwater Capital Advisors
Illinois
$12.1M -$558K -11,450 -4%