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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
$270M -$1.75M -27,617 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$194M +$2.25M +35,519 +1%
Bank of America
3
Bank of America
North Carolina
$116M +$17.6M +277,467 +19%
LPL Financial
4
LPL Financial
California
$110M -$3.41M -53,885 -3%
GW
5
GW & Wade
Massachusetts
$91.6M -$6.9K -109 -0%
Ameriprise
6
Ameriprise
Minnesota
$77.7M +$1.46M +23,038 +2%
Creative Planning
7
Creative Planning
Kansas
$69.3M -$1.89M -29,812 -3%
UBS Group
8
UBS Group
Switzerland
$62M -$1.15M -18,132 -2%
EWM
9
Evercore Wealth Management
New York
$56.9M -$2.06M -32,588 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$40.9M -$678K -10,712 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$40.2M +$400K +6,330 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$37.4M +$937K +14,807 +3%
SWP
13
Stratos Wealth Partners
Ohio
$35.6M -$116K -1,829 -0.3%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$35.5M +$869K +13,738 +3%
RWP
15
Revolve Wealth Partners
New Jersey
$35.5M +$34M +537,629 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$29.2M +$1.35M +21,366 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27M -$3.25M -51,324 -11%
Wells Fargo
18
Wells Fargo
California
$24.1M +$495K +7,821 +2%
IWP
19
IAG Wealth Partners
Wisconsin
$20.2M +$1.39M +21,984 +8%
Goldman Sachs
20
Goldman Sachs
New York
$19.7M +$2.92M +46,174 +18%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$17.3M +$714K +11,291 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$16.3M +$253K +4,004 +2%
RJA
23
Raymond James & Associates
Florida
$15M -$316K -4,991 -2%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$14.7M +$43.3K +684 +0.3%
GVAG
25
Great Valley Advisor Group
Delaware
$14.4M -$5.71M -90,185 -30%