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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 -$238K -3,832 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$175M -$5.76M -92,864 -3%
LPL Financial
3
LPL Financial
California
$157M +$250K +4,034 +0.2%
GW
4
GW & Wade
Massachusetts
$132M +$7.48M +120,531 +6%
Bank of America
5
Bank of America
North Carolina
$94.2M -$25.5M -411,430 -21%
Ameriprise
6
Ameriprise
Minnesota
$90.4M -$19.7M -317,449 -18%
Creative Planning
7
Creative Planning
Kansas
$88.5M -$671K -10,810 -0.7%
UBS Group
8
UBS Group
Switzerland
$74M -$8.57M -138,133 -10%
EWM
9
Evercore Wealth Management
New York
$64.9M -$652K -10,504 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$47.9M +$955K +15,383 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$39.8M +$1.88M +30,333 +5%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$39.3M +$1.29M +20,739 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$36M +$614K +9,895 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$35.6M -$272K -4,380 -0.8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$31.7M -$333K -5,370 -1%
GVAG
16
Great Valley Advisor Group
Delaware
$31.2M +$1.72M +27,729 +6%
SWP
17
Stratos Wealth Partners
Ohio
$28.5M -$6.91M -111,331 -19%
JP Morgan Chase
18
JP Morgan Chase
New York
$25.4M +$12M +193,335 +89%
Wells Fargo
19
Wells Fargo
California
$24M -$2.2M -35,405 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$23.6M +$202K +3,250 +0.9%
IWP
21
IAG Wealth Partners
Wisconsin
$23.1M +$1.11M +17,899 +5%
RWP
22
Revolve Wealth Partners
New Jersey
$22.3M -$10.3M -165,817 -32%
RJA
23
Raymond James & Associates
Florida
$20.6M -$12.6M -203,144 -38%
MHS
24
M Holdings Securities
Oregon
$20.1M -$285K -4,596 -1%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$19.7M +$534K +8,597 +3%