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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 -$6.43M -102,348 -2%
LPL Financial
2
LPL Financial
California
$217M +$16.8M +266,964 +9%
Morgan Stanley
3
Morgan Stanley
New York
$184M +$5M +79,654 +3%
GW
4
GW & Wade
Massachusetts
$139M +$650K +10,350 +0.5%
Bank of America
5
Bank of America
North Carolina
$101M -$539K -8,576 -0.6%
Creative Planning
6
Creative Planning
Kansas
$98.4M -$5.33M -84,766 -5%
Ameriprise
7
Ameriprise
Minnesota
$94.5M -$1.87M -29,778 -2%
UBS Group
8
UBS Group
Switzerland
$88.2M -$1.16M -18,440 -1%
EWM
9
Evercore Wealth Management
New York
$71.3M -$1.14M -18,126 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$53.9M -$410K -6,518 -0.8%
WWM
11
Waterway Wealth Management
Texas
$48.4M +$45.8M +728,870 New
GVAG
12
Great Valley Advisor Group
Delaware
$48.3M +$1.26M +20,005 +3%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$44.7M +$1.44M +22,961 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$40.4M -$3.77M -60,003 -9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$36.9M +$728K +11,583 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$34.3M +$214K +3,414 +0.7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$32.3M -$3.36M -53,441 -10%
SWP
18
Stratos Wealth Partners
Ohio
$32.1M -$815K -12,979 -3%
Wells Fargo
19
Wells Fargo
California
$29.2M +$2.17M +34,602 +9%
IWP
20
IAG Wealth Partners
Wisconsin
$25.4M +$28.8K +458 +0.1%
JP Morgan Chase
21
JP Morgan Chase
New York
$22.9M +$6.31M +100,474 +41%
MHS
22
M Holdings Securities
Oregon
$22.5M +$831K +13,233 +4%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$22.3M +$1.16M +18,534 +6%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$21.5M +$624K +9,926 +3%
RJA
25
Raymond James & Associates
Florida
$19.7M -$23.9K -381 -0.1%