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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
$213M +$3.38M +75,212 +2%
Morgan Stanley
2
Morgan Stanley
New York
$130M -$3.66M -81,326 -3%
Bank of America
3
Bank of America
North Carolina
$98M -$14.3M -317,530 -13%
GW
4
GW & Wade
Massachusetts
$66.1M -$673K -14,948 -1%
Creative Planning
5
Creative Planning
Kansas
$49.5M +$7.04M +156,480 +17%
EWM
6
Evercore Wealth Management
New York
$42.4M -$2.36M -52,516 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$40.4M -$374K -8,302 -0.9%
UBS Group
8
UBS Group
Switzerland
$38.6M -$3.25M -72,292 -8%
LPL Financial
9
LPL Financial
California
$35.7M +$16.1M +357,814 +87%
SWP
10
Stratos Wealth Partners
Ohio
$33.5M +$7.2M +160,042 +29%
Ameriprise
11
Ameriprise
Minnesota
$31.9M -$106K -2,364 -0.3%
RIG
12
RiverFront Investment Group
Virginia
$27.2M +$596K +13,254 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$26.1M +$824K +18,310 +3%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$23.8M -$449K -9,982 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$19.2M -$246K -5,458 -1%
Goldman Sachs
16
Goldman Sachs
New York
$18.9M -$838K -18,630 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.3M +$1.94M +43,138 +12%
Wells Fargo
18
Wells Fargo
California
$16.4M +$433K +9,616 +3%
CI
19
CX Institutional
Indiana
$15.8M +$341K +7,580 +2%
MHS
20
M Holdings Securities
Oregon
$14.1M +$2.23M +49,442 +19%
RJA
21
Raymond James & Associates
Florida
$12.3M -$3.88M -86,270 -25%
GLLW
22
Graves Light Lenhart Wealth
Virginia
$10.7M -$132K -2,940 -1%
SPIA
23
Steward Partners Investment Advisory
New York
$10.3M -$5.34M -118,600 -35%
IWP
24
IAG Wealth Partners
Wisconsin
$9.28M +$3.17M +70,356 +54%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.86M -$244K -5,432 -3%