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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 -$5.73M -92,306 -2%
LPL Financial
2
LPL Financial
California
$178M +$16.6M +268,309 +11%
Morgan Stanley
3
Morgan Stanley
New York
$177M -$2.15M -34,650 -1%
GW
4
GW & Wade
Massachusetts
$132M -$3.27M -52,653 -2%
Creative Planning
5
Creative Planning
Kansas
$101M +$9.63M +155,291 +11%
Bank of America
6
Bank of America
North Carolina
$94.5M -$2.29M -36,961 -2%
Ameriprise
7
Ameriprise
Minnesota
$90.7M -$2.1M -33,806 -2%
UBS Group
8
UBS Group
Switzerland
$74.8M -$1.28M -20,621 -2%
EWM
9
Evercore Wealth Management
New York
$67.9M +$1.1M +17,734 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$56.4M +$15.1M +243,821 +38%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$52M +$2.71M +43,645 +6%
GVAG
12
Great Valley Advisor Group
Delaware
$44.2M +$11.9M +191,208 +38%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$39.6M -$811K -13,080 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$37M +$480K +7,738 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$34.1M -$2.8M -45,199 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$32.3M -$286K -4,616 -0.9%
SWP
17
Stratos Wealth Partners
Ohio
$29.7M +$340K +5,475 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$24.9M +$668K +10,769 +3%
Wells Fargo
19
Wells Fargo
California
$24.9M +$209K +3,366 +0.9%
JP Morgan Chase
20
JP Morgan Chase
New York
$24.3M -$1.82M -29,279 -7%
IWP
21
IAG Wealth Partners
Wisconsin
$24.1M +$361K +5,824 +2%
RJA
22
Raymond James & Associates
Florida
$20.7M -$482K -7,763 -2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$20.3M +$52.4K +844 +0.3%
PAG
24
Private Advisor Group
New Jersey
$19.5M +$203K +3,276 +1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$19.2M +$2.8M +45,144 +18%