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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
$246M -$3.61M -58,546 -1%
Morgan Stanley
2
Morgan Stanley
New York
$173M +$8.42M +136,726 +5%
LPL Financial
3
LPL Financial
California
$102M +$15.7M +255,244 +18%
Bank of America
4
Bank of America
North Carolina
$88.1M -$16.8M -273,330 -16%
GW
5
GW & Wade
Massachusetts
$82.7M -$4.54M -73,772 -5%
Ameriprise
6
Ameriprise
Minnesota
$68.9M +$1.59M +25,818 +2%
Creative Planning
7
Creative Planning
Kansas
$64.4M +$3.72M +60,406 +6%
UBS Group
8
UBS Group
Switzerland
$57M +$46.7K +758 +0.1%
EWM
9
Evercore Wealth Management
New York
$53.3M -$1.09M -17,672 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$37.6M -$170K -2,756 -0.4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$36M +$1.11M +18,048 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$32.9M +$473K +7,684 +1%
SWP
13
Stratos Wealth Partners
Ohio
$32.3M -$694K -11,268 -2%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$31.3M +$670K +10,884 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$27.5M +$2.45M +39,782 +9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$25.1M +$583K +9,468 +2%
Wells Fargo
17
Wells Fargo
California
$21.3M +$452K +7,338 +2%
GVAG
18
Great Valley Advisor Group
Delaware
$18M +$6.72M +109,034 +57%
IWP
19
IAG Wealth Partners
Wisconsin
$16.9M +$1.03M +16,690 +6%
Goldman Sachs
20
Goldman Sachs
New York
$15M +$5.54K +90 +0%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$15M +$3.04M +49,382 +24%
JP Morgan Chase
22
JP Morgan Chase
New York
$14.4M +$1.13M +18,352 +8%
RJA
23
Raymond James & Associates
Florida
$13.9M +$407K +6,614 +3%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$13.2M +$290K +4,700 +2%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$12.2M -$107K -1,744 -0.8%