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
$240M -$2.36M -46,196 -1%
Morgan Stanley
2
Morgan Stanley
New York
$143M -$3.89M -75,910 -3%
Bank of America
3
Bank of America
North Carolina
$111M -$36.7K -716 -0%
GW
4
GW & Wade
Massachusetts
$77.8M +$2.98M +58,188 +4%
LPL Financial
5
LPL Financial
California
$70M +$7.79M +152,154 +13%
Creative Planning
6
Creative Planning
Kansas
$56.9M -$1.76M -34,430 -3%
Ameriprise
7
Ameriprise
Minnesota
$51.6M +$11M +215,460 +29%
UBS Group
8
UBS Group
Switzerland
$48.2M +$192K +3,744 +0.4%
EWM
9
Evercore Wealth Management
New York
$48.1M -$135K -2,634 -0.3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$41.5M -$12.8M -250,170 -24%
SWP
11
Stratos Wealth Partners
Ohio
$32.3M -$4.9M -95,802 -14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$31.7M +$1.08M +21,110 +4%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$27.6M -$257K -5,022 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$27.1M +$2.63M +51,372 +11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$24.7M +$18.1M +353,352 +333%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$20.2M +$231K +4,512 +1%
Wells Fargo
17
Wells Fargo
California
$19.7M -$216K -4,214 -1%
MHS
18
M Holdings Securities
Oregon
$17.4M -$17.1K -334 -0.1%
Goldman Sachs
19
Goldman Sachs
New York
$16.5M -$2.28M -44,610 -13%
IWP
20
IAG Wealth Partners
Wisconsin
$13.4M +$944K +18,434 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13.3M +$442K +8,628 +4%
RJA
22
Raymond James & Associates
Florida
$12.3M -$364K -7,114 -3%
GLLW
23
Graves Light Lenhart Wealth
Virginia
$11.5M -$425K -8,310 -4%
SPIA
24
Steward Partners Investment Advisory
New York
$11.4M -$155K -3,032 -1%
JP Morgan Chase
25
JP Morgan Chase
New York
$11M +$805K +15,726 +8%