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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
$236M +$1.85M +36,336 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$113M +$6.12M +120,110 +6%
RIG
3
RiverFront Investment Group
Virginia
$92.4M -$2.01M -39,386 -2%
GW
4
GW & Wade
Massachusetts
$84.6M +$6.94M +136,142 +9%
Bank of America
5
Bank of America
North Carolina
$78.5M +$5.01M +98,266 +7%
EWM
6
Evercore Wealth Management
New York
$51.5M +$4.18M +81,974 +9%
RJA
7
Raymond James & Associates
Florida
$38.3M -$4.18M -81,928 -10%
UBS Group
8
UBS Group
Switzerland
$37.9M +$3.77M +73,910 +12%
LPL Financial
9
LPL Financial
California
$35M +$2.27M +44,616 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$32.6M -$462K -9,066 -1%
SWP
11
Stratos Wealth Partners
Ohio
$29.1M +$3.18M +62,336 +13%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$28.6M +$74K +1,452 +0.3%
Ameriprise
13
Ameriprise
Minnesota
$28.4M +$1.68M +32,980 +7%
Creative Planning
14
Creative Planning
Kansas
$28M +$2.67M +52,298 +11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$27M +$5.37M +105,380 +26%
Goldman Sachs
16
Goldman Sachs
New York
$26.4M +$31.6K +620 +0.1%
Wells Fargo
17
Wells Fargo
California
$21.9M +$1.45M +28,408 +7%
RCIM
18
Red Cedar Investment Management
Michigan
$20.6M +$172K +3,380 +0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$18.5M -$459K -9,008 -3%
SPIA
20
Steward Partners Investment Advisory
New York
$18.1M +$121K +2,380 +0.7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17.4M +$2.06M +40,402 +14%
PV
22
Private Vista
Illinois
$16.9M -$2.47M -48,422 -13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$13.4M -$1.64M -32,262 -11%
GLLW
24
Graves Light Lenhart Wealth
Virginia
$12.3M +$39.7K +780 +0.3%
CCA
25
Clearwater Capital Advisors
Illinois
$11.2M -$1.66M -32,500 -13%