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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
$242M -$174K -2,767 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$172M -$438K -6,969 -0.2%
LPL Financial
3
LPL Financial
California
$110M -$1.37M -21,792 -1%
Ameriprise
4
Ameriprise
Minnesota
$107M +$19.6M +311,130 +21%
Bank of America
5
Bank of America
North Carolina
$101M +$5.71M +90,848 +6%
GW
6
GW & Wade
Massachusetts
$88.3M +$5.51M +87,715 +6%
Creative Planning
7
Creative Planning
Kansas
$78.9M +$14.4M +228,697 +21%
UBS Group
8
UBS Group
Switzerland
$64.6M +$4.48M +71,278 +7%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$61.4M +$65.3M +1,038,300 New
EWM
10
Evercore Wealth Management
New York
$55.3M +$2.72M +43,240 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$41.6M +$4.29M +68,306 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$35.4M +$285K +4,530 +0.8%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$32.6M +$776K +12,336 +2%
RWP
14
Revolve Wealth Partners
New Jersey
$32.4M +$1.11M +17,704 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$32.3M -$1.29M -20,563 -4%
SWP
16
Stratos Wealth Partners
Ohio
$30.2M -$722K -11,482 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$28.7M +$976K +15,532 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$27.8M +$204K +3,245 +0.7%
AWA
19
Amplius Wealth Advisors
Pennsylvania
$25.1M +$25.4M +403,914 +1,926%
Wells Fargo
20
Wells Fargo
California
$23.6M +$2.2M +34,951 +10%
GVAG
21
Great Valley Advisor Group
Delaware
$21.2M +$7.79M +123,900 +53%
IWP
22
IAG Wealth Partners
Wisconsin
$20.1M +$880K +13,991 +4%
MHS
23
M Holdings Securities
Oregon
$18.9M -$28.2K -448 -0.1%
RJA
24
Raymond James & Associates
Florida
$16.4M +$1.93M +30,767 +12%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$15.5M +$178K +2,830 +1%