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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
$288M -$4M -58,270 -1%
LPL Financial
2
LPL Financial
California
$207M -$27.6M -402,486 -12%
Morgan Stanley
3
Morgan Stanley
New York
$199M -$470K -6,844 -0.2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$158M +$149M +2,176,934 +15,235%
Ameriprise
5
Ameriprise
Minnesota
$112M +$8.52M +124,114 +9%
Bank of America
6
Bank of America
North Carolina
$110M +$256K +3,726 +0.2%
Creative Planning
7
Creative Planning
Kansas
$105M -$1.49M -21,759 -1%
UBS Group
8
UBS Group
Switzerland
$91.3M -$4.36M -63,438 -5%
EWM
9
Evercore Wealth Management
New York
$81M +$3.28M +47,788 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$57.4M -$1.13M -16,477 -2%
GVAG
11
Great Valley Advisor Group
Delaware
$52.3M -$208K -3,024 -0.4%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$49.2M +$539K +7,848 +1%
WWM
13
Waterway Wealth Management
Texas
$47.7M -$4.69M -68,365 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$43.9M -$46.6K -678 -0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$40.8M +$661K +9,633 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$38.3M +$984K +14,330 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$35.4M +$240K +3,499 +0.7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$33.9M +$29.7M +432,877 +1,199%
SWP
19
Stratos Wealth Partners
Ohio
$33.5M -$1.26M -18,356 -4%
Wells Fargo
20
Wells Fargo
California
$31.3M -$483K -7,033 -2%
IWP
21
IAG Wealth Partners
Wisconsin
$28.1M +$447K +6,512 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$25.1M +$802K +11,682 +3%
LI
23
LRI Investments
Florida
$24.5M +$23.3M +339,383 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$24.1M +$685K +9,976 +3%
JP Morgan Chase
25
JP Morgan Chase
New York
$23.8M -$1.05M -15,334 -4%