We are live on ! Find out more
DLN icon

WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$183M +$2.89M +59,094 +1%
Morgan Stanley
2
Morgan Stanley
New York
$117M +$36.6M +746,434 +35%
Bank of America
3
Bank of America
North Carolina
$98.3M +$46.3M +946,024 +64%
GW
4
GW & Wade
Massachusetts
$58.2M -$7.78M -158,814 -10%
EWM
5
Evercore Wealth Management
New York
$39.1M -$335K -6,836 -0.7%
Creative Planning
6
Creative Planning
Kansas
$36.8M +$18.7M +381,184 +72%
UBS Group
7
UBS Group
Switzerland
$36.6M +$9.19M +187,644 +26%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$35.6M +$12.9M +263,530 +43%
Ameriprise
9
Ameriprise
Minnesota
$28M +$7.57M +154,556 +29%
RIG
10
RiverFront Investment Group
Virginia
$23.2M -$57.4M -1,172,308 -67%
SWP
11
Stratos Wealth Partners
Ohio
$22.7M +$575K +11,740 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$22M +$1.67M +34,142 +7%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$21.2M -$807K -16,476 -3%
Goldman Sachs
14
Goldman Sachs
New York
$17.2M -$3.59M -73,306 -15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$16.9M +$14.1M +288,796 +223%
LPL Financial
16
LPL Financial
California
$16.7M -$12.2M -248,808 -38%
RCIM
17
Red Cedar Investment Management
Michigan
$14.8M -$1.2M -24,556 -6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.2M +$1.13M +23,070 +7%
RJA
19
Raymond James & Associates
Florida
$14.2M -$18.2M -371,358 -51%
Wells Fargo
20
Wells Fargo
California
$13.9M -$3.49M -71,210 -17%
SPIA
21
Steward Partners Investment Advisory
New York
$13.8M -$59.6K -1,216 -0.4%
CI
22
CX Institutional
Indiana
$13.4M +$9.39M +191,828 +137%
PV
23
Private Vista
Illinois
$11.1M -$2.24M -45,830 -14%
MHS
24
M Holdings Securities
Oregon
$10.3M +$7.82M +159,668 +167%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$9.56M -$783K -15,990 -6%