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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
$236M +$10.4M +172,144 +4%
Morgan Stanley
2
Morgan Stanley
New York
$161M -$318K -5,246 -0.2%
LPL Financial
3
LPL Financial
California
$124M +$22.8M +376,321 +20%
Bank of America
4
Bank of America
North Carolina
$107M +$14.3M +235,630 +14%
Ameriprise
5
Ameriprise
Minnesota
$91.7M -$8.87M -146,220 -8%
GW
6
GW & Wade
Massachusetts
$85.5M +$3.27M +53,855 +4%
Creative Planning
7
Creative Planning
Kansas
$79.4M +$6.1M +100,568 +8%
UBS Group
8
UBS Group
Switzerland
$70.9M +$11.5M +189,853 +17%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$57.4M
EWM
10
Evercore Wealth Management
New York
$53M +$1.44M +23,721 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$40.2M +$1.41M +23,330 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$33.7M +$576K +9,508 +2%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$32.4M +$2.11M +34,823 +6%
SWP
14
Stratos Wealth Partners
Ohio
$32.3M +$4.44M +73,293 +14%
RWP
15
Revolve Wealth Partners
New Jersey
$30.7M +$507K +8,358 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$30.5M +$329K +5,427 +1%
RJA
17
Raymond James & Associates
Florida
$28.7M +$14.7M +242,815 +88%
Wells Fargo
18
Wells Fargo
California
$27.8M +$6.33M +104,360 +26%
AWA
19
Amplius Wealth Advisors
Pennsylvania
$27.6M +$4.57M +75,419 +18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$27.4M +$644K +10,628 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$27.3M +$1.51M +24,830 +5%
GVAG
22
Great Valley Advisor Group
Delaware
$23.7M +$4.22M +69,608 +19%
IWP
23
IAG Wealth Partners
Wisconsin
$19.7M +$1.08M +17,866 +5%
MHS
24
M Holdings Securities
Oregon
$19.2M +$1.67M +27,479 +9%
Goldman Sachs
25
Goldman Sachs
New York
$17.6M +$4.05M +66,739 +27%