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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
$268M +$3.88M +63,612 +1%
Morgan Stanley
2
Morgan Stanley
New York
$181M +$690K +11,297 +0.4%
LPL Financial
3
LPL Financial
California
$157M +$17.6M +288,419 +13%
GW
4
GW & Wade
Massachusetts
$124M +$28M +458,646 +30%
Bank of America
5
Bank of America
North Carolina
$120M -$479K -7,844 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$110M +$7.2M +117,993 +7%
Creative Planning
7
Creative Planning
Kansas
$89.3M +$311K +5,089 +0.4%
UBS Group
8
UBS Group
Switzerland
$82.7M +$3.15M +51,657 +4%
EWM
9
Evercore Wealth Management
New York
$65.7M +$6.13M +100,499 +10%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$64.3M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$47M +$1.9M +31,136 +4%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$38.1M +$1.69M +27,679 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$38M +$227K +3,726 +0.6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$35.9M +$1.63M +26,628 +5%
SWP
15
Stratos Wealth Partners
Ohio
$35.5M -$691K -11,326 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$35.4M +$4.61M +75,458 +15%
RJA
17
Raymond James & Associates
Florida
$33.2M +$999K +16,367 +3%
RWP
18
Revolve Wealth Partners
New Jersey
$32.6M -$1.83M -29,986 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$32.1M +$1.44M +23,588 +5%
GVAG
20
Great Valley Advisor Group
Delaware
$29.5M +$2.87M +47,003 +11%
Wells Fargo
21
Wells Fargo
California
$26.2M -$4.89M -80,072 -16%
Osaic Holdings
22
Osaic Holdings
Arizona
$23.4M +$11.5M +188,316 +99%
IWP
23
IAG Wealth Partners
Wisconsin
$22M -$98.4K -1,612 -0.5%
MHS
24
M Holdings Securities
Oregon
$20.5M -$1.07M -17,544 -5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$19.2M -$68.2K -1,118 -0.4%