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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
$252M -$4.4M -73,872 -2%
Morgan Stanley
2
Morgan Stanley
New York
$166M +$58.2K +976 +0%
Bank of America
3
Bank of America
North Carolina
$105M -$10.5M -175,548 -9%
GW
4
GW & Wade
Massachusetts
$87.8M -$43.8K -734 -0.1%
LPL Financial
5
LPL Financial
California
$87.7M +$4.53M +76,026 +6%
Ameriprise
6
Ameriprise
Minnesota
$67.9M +$3.34M +55,940 +5%
Creative Planning
7
Creative Planning
Kansas
$61.3M -$6.04M -101,388 -9%
UBS Group
8
UBS Group
Switzerland
$57.5M +$1.22M +20,544 +2%
EWM
9
Evercore Wealth Management
New York
$54.8M +$405K +6,798 +0.8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$38.1M +$3.01M +50,526 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$35.2M -$50.6K -848 -0.1%
SWP
12
Stratos Wealth Partners
Ohio
$33.2M +$104K +1,742 +0.3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$32.7M -$4.36M -73,162 -12%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$30.9M +$310K +5,202 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$25.3M +$110K +1,846 +0.4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$24.8M +$942K +15,792 +4%
Wells Fargo
17
Wells Fargo
California
$21.1M -$523K -8,780 -2%
MHS
18
M Holdings Securities
Oregon
$19.5M -$29.3K -492 -0.2%
IWP
19
IAG Wealth Partners
Wisconsin
$16.1M +$331K +5,548 +2%
Goldman Sachs
20
Goldman Sachs
New York
$15.2M -$1.68M -28,158 -10%
RJA
21
Raymond James & Associates
Florida
$13.6M +$444K +7,444 +3%
JP Morgan Chase
22
JP Morgan Chase
New York
$13.5M -$1.4M -23,494 -9%
SWP
23
ShoreHaven Wealth Partners
New Jersey
$13.1M +$1.64M +27,580 +15%
GLLW
24
Graves Light Lenhart Wealth
Virginia
$12.4M -$232K -3,888 -2%
SPIA
25
Steward Partners Investment Advisory
New York
$12.3M -$132K -2,218 -1%