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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
$269M +$270K +4,173 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$192M -$879K -13,569 -0.5%
LPL Financial
3
LPL Financial
California
$124M +$14.6M +226,106 +14%
Bank of America
4
Bank of America
North Carolina
$106M -$8.97M -138,572 -8%
Ameriprise
5
Ameriprise
Minnesota
$98.3M +$20.6M +317,943 +27%
GW
6
GW & Wade
Massachusetts
$92.4M +$1.24M +19,161 +1%
Creative Planning
7
Creative Planning
Kansas
$72.8M +$3.75M +57,977 +6%
UBS Group
8
UBS Group
Switzerland
$67.1M +$5.4M +83,340 +9%
EWM
9
Evercore Wealth Management
New York
$58.6M +$2.01M +31,113 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$41.8M +$1.76M +27,141 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$39.1M -$1.56M -24,050 -4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$37.3M +$90.6K +1,399 +0.2%
RWP
13
Revolve Wealth Partners
New Jersey
$34.8M -$515K -7,960 -1%
SWP
14
Stratos Wealth Partners
Ohio
$34.3M -$1.12M -17,263 -3%
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$34.1M +$118K +1,818 +0.3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$30.9M +$3.93M +60,732 +15%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$30.7M +$1.55M +23,924 +5%
Wells Fargo
18
Wells Fargo
California
$23.9M -$48.5K -749 -0.2%
IWP
19
IAG Wealth Partners
Wisconsin
$21.4M +$1.26M +19,390 +6%
MHS
20
M Holdings Securities
Oregon
$21.1M +$20.8M +320,758 New
Goldman Sachs
21
Goldman Sachs
New York
$20.2M +$626K +9,665 +3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$17M -$246K -3,806 -1%
RJA
23
Raymond James & Associates
Florida
$16.2M +$1.21M +18,763 +8%
JP Morgan Chase
24
JP Morgan Chase
New York
$16.1M -$110K -1,701 -0.7%
GVAG
25
Great Valley Advisor Group
Delaware
$15.5M +$1.55M +23,961 +11%