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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
$319M -$484K -6,190 -0.2%
LPL Financial
2
LPL Financial
California
$267M -$16.4M -210,059 -6%
Morgan Stanley
3
Morgan Stanley
New York
$243M -$745K -9,536 -0.3%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$198M +$3.19M +40,866 +2%
Ameriprise
5
Ameriprise
Minnesota
$173M +$52.9M +677,082 +47%
Creative Planning
6
Creative Planning
Kansas
$116M +$2.18M +27,895 +2%
UBS Group
7
UBS Group
Switzerland
$107M -$1.05M -13,443 -1%
GVAG
8
Great Valley Advisor Group
Delaware
$96.5M +$10.9M +138,974 +13%
TC
9
Trilogy Capital
California
$95M -$1.6M -20,508 -2%
EWM
10
Evercore Wealth Management
New York
$88.1M -$1.46M -18,679 -2%
CA
11
Clearstead Advisors
Ohio
$86.2M +$1.16M +14,912 +1%
Bank of America
12
Bank of America
North Carolina
$86.1M +$4.42M +56,629 +6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$59.4M +$6.28M +80,390 +13%
Wells Fargo
14
Wells Fargo
California
$56.3M +$1.11M +14,262 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$53.6M +$4.26M +54,534 +9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$52.2M +$3.9M +49,885 +9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$52M -$18M -230,294 -27%
WWM
18
Waterway Wealth Management
Texas
$49.3M +$4.83M +61,815 +11%
Raymond James Financial
19
Raymond James Financial
Florida
$47.5M +$1.46M +18,703 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$46.5M +$101K +1,287 +0.2%
Osaic Holdings
21
Osaic Holdings
Arizona
$40.8M +$3.05M +39,066 +9%
IWP
22
IAG Wealth Partners
Wisconsin
$32.7M -$1.36M -17,455 -4%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$31.9M -$165K -2,114 -0.5%
SWP
24
Stratos Wealth Partners
Ohio
$28.9M -$2.5M -32,038 -8%
LI
25
LRI Investments
Florida
$27.6M -$150K -1,925 -0.6%