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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
$304M +$396K +4,967 +0.1%
LPL Financial
2
LPL Financial
California
$231M +$20.3M +253,977 +9%
Morgan Stanley
3
Morgan Stanley
New York
$227M +$4.1M +51,443 +2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$183M +$186M +2,331,196 +11,876%
Ameriprise
5
Ameriprise
Minnesota
$138M +$38.9M +488,036 +38%
Bank of America
6
Bank of America
North Carolina
$129M +$48.5M +607,908 +58%
Creative Planning
7
Creative Planning
Kansas
$108M -$2.52M -31,618 -2%
UBS Group
8
UBS Group
Switzerland
$100M +$1.56M +19,509 +2%
EWM
9
Evercore Wealth Management
New York
$88.2M +$283K +3,545 +0.3%
GVAG
10
Great Valley Advisor Group
Delaware
$74M +$5M +62,705 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$60.9M +$377K +4,726 +0.6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$56.3M +$14.4M +180,483 +33%
CA
13
Clearstead Advisors
Ohio
$56M +$2.34M +29,328 +4%
Wells Fargo
14
Wells Fargo
California
$50.8M +$1.81M +22,678 +4%
ACM
15
Advisors Capital Management
New Jersey
$47.8M +$47.7M +598,088 +3,648%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$45.2M -$401K -5,028 -0.9%
Raymond James Financial
17
Raymond James Financial
Florida
$45.1M +$46.2M +579,642 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$44M -$262K -3,285 -0.6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$43.1M +$88.1K +1,105 +0.2%
WWM
20
Waterway Wealth Management
Texas
$40.6M -$384K -4,815 -0.9%
SWP
21
Stratos Wealth Partners
Ohio
$32.8M -$1.03M -12,911 -3%
IWP
22
IAG Wealth Partners
Wisconsin
$32.1M -$477K -5,980 -1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$30M +$412K +5,173 +1%
LI
24
LRI Investments
Florida
$26.3M -$73.4K -921 -0.3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$25.5M -$1.51M -18,944 -5%