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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
$255M -$5.39M -84,473 -2%
LPL Financial
2
LPL Financial
California
$185M +$13.1M +205,054 +7%
Morgan Stanley
3
Morgan Stanley
New York
$165M -$6.6M -103,441 -4%
GW
4
GW & Wade
Massachusetts
$128M +$658K +10,318 +0.5%
Creative Planning
5
Creative Planning
Kansas
$96.4M -$1.19M -18,603 -1%
Bank of America
6
Bank of America
North Carolina
$94.3M +$3.01M +47,201 +3%
Ameriprise
7
Ameriprise
Minnesota
$89.3M +$1.64M +25,629 +2%
UBS Group
8
UBS Group
Switzerland
$82.8M +$10.9M +171,460 +15%
EWM
9
Evercore Wealth Management
New York
$67.2M +$1.61M +25,296 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$50.3M -$8.1K -127 -0%
GVAG
11
Great Valley Advisor Group
Delaware
$43.5M +$804K +12,600 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$41.1M -$13.9M -218,492 -25%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$40M +$1.79M +28,039 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$33.4M +$471K +7,379 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$33.2M -$2.7M -42,301 -7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$31.5M +$277K +4,342 +0.9%
SWP
17
Stratos Wealth Partners
Ohio
$30.5M +$1.84M +28,903 +6%
Wells Fargo
18
Wells Fargo
California
$25M +$911K +14,278 +4%
IWP
19
IAG Wealth Partners
Wisconsin
$23.5M +$217K +3,403 +0.9%
MHS
20
M Holdings Securities
Oregon
$20.1M +$2.02M +31,726 +11%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$19.5M +$983K +15,411 +5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$19.3M -$330K -5,168 -2%
RJA
23
Raymond James & Associates
Florida
$18.2M -$1.85M -28,941 -9%
PAG
24
Private Advisor Group
New Jersey
$17.6M -$1.32M -20,679 -7%
Osaic Holdings
25
Osaic Holdings
Arizona
$17.5M -$6.88M -107,800 -27%