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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
$244M -$11.5M -208,484 -5%
Morgan Stanley
2
Morgan Stanley
New York
$158M +$5.93M +107,918 +4%
Bank of America
3
Bank of America
North Carolina
$110M -$7.43M -135,196 -7%
GW
4
GW & Wade
Massachusetts
$83.8M +$727K +13,222 +0.9%
LPL Financial
5
LPL Financial
California
$79.2M +$4.33M +78,780 +6%
Creative Planning
6
Creative Planning
Kansas
$64.2M +$3.37M +61,236 +6%
Ameriprise
7
Ameriprise
Minnesota
$61.5M +$6.13M +111,420 +12%
UBS Group
8
UBS Group
Switzerland
$53.6M +$2.12M +38,586 +4%
EWM
9
Evercore Wealth Management
New York
$51.9M +$518K +9,424 +1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$35.4M -$8.53M -155,034 -20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$33.6M -$248K -4,508 -0.8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$33.4M +$4.29M +78,036 +15%
SWP
13
Stratos Wealth Partners
Ohio
$31.6M -$2.78M -50,486 -8%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$29.1M -$315K -5,734 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24M +$9.44M +171,708 +69%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$22.7M +$1.12M +20,414 +5%
Wells Fargo
17
Wells Fargo
California
$20.6M -$383K -6,964 -2%
MCC
18
Money Concepts Capital
Florida
$20.4M +$19.5M +354,514 +22,213%
MHS
19
M Holdings Securities
Oregon
$18.6M
Goldman Sachs
20
Goldman Sachs
New York
$16.1M -$1.46M -26,510 -9%
IWP
21
IAG Wealth Partners
Wisconsin
$15M +$714K +12,984 +5%
JP Morgan Chase
22
JP Morgan Chase
New York
$14.2M +$2.31M +42,040 +20%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$12.7M -$13.1M -237,906 -52%
RJA
24
Raymond James & Associates
Florida
$12.5M -$546K -9,936 -4%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$12M -$189K -3,434 -2%