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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
$309M -$1.29M -16,132 -0.4%
LPL Financial
2
LPL Financial
California
$275M +$39.5M +495,251 +17%
Morgan Stanley
3
Morgan Stanley
New York
$235M +$3.91M +48,987 +2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$188M +$1.61M +20,155 +0.9%
Ameriprise
5
Ameriprise
Minnesota
$113M -$27.4M -343,804 -19%
Creative Planning
6
Creative Planning
Kansas
$110M -$154K -1,927 -0.1%
UBS Group
7
UBS Group
Switzerland
$104M +$2.17M +27,157 +2%
TC
8
Trilogy Capital
California
$93.5M +$94M +1,177,539 New
EWM
9
Evercore Wealth Management
New York
$86.6M -$3.43M -43,030 -4%
GVAG
10
Great Valley Advisor Group
Delaware
$82.2M +$6.77M +84,877 +9%
CA
11
Clearstead Advisors
Ohio
$82.1M +$25.1M +314,662 +44%
Bank of America
12
Bank of America
North Carolina
$78.7M -$53.7M -672,597 -40%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$68.6M +$6.48M +81,188 +10%
Wells Fargo
14
Wells Fargo
California
$53.2M +$1.37M +17,141 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$51M -$6.46M -80,988 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$47.4M +$3.45M +43,219 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$46.5M +$443K +5,549 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$44.8M -$57K -714 -0.1%
Raymond James Financial
19
Raymond James Financial
Florida
$44.4M -$1.6M -20,038 -3%
WWM
20
Waterway Wealth Management
Texas
$42.7M +$1.37M +17,199 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$36.3M +$19.9M +249,481 +120%
IWP
22
IAG Wealth Partners
Wisconsin
$33M +$257K +3,221 +0.8%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$31M +$328K +4,115 +1%
SWP
24
Stratos Wealth Partners
Ohio
$30.5M -$3M -37,605 -9%
LI
25
LRI Investments
Florida
$26.8M -$8.46K -106 -0%