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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
$339M +$1.12M +13,290 +0.3%
LPL Financial
2
LPL Financial
California
$302M +$19.1M +226,126 +7%
Morgan Stanley
3
Morgan Stanley
New York
$249M -$7.5M -88,600 -3%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$214M +$4.32M +51,051 +2%
Ameriprise
5
Ameriprise
Minnesota
$179M -$4.38M -51,764 -2%
Creative Planning
6
Creative Planning
Kansas
$122M -$652K -7,709 -0.5%
UBS Group
7
UBS Group
Switzerland
$118M +$4.89M +57,837 +4%
GVAG
8
Great Valley Advisor Group
Delaware
$104M +$1.71M +20,188 +2%
Bank of America
9
Bank of America
North Carolina
$101M +$9.47M +111,917 +11%
TC
10
Trilogy Capital
California
$97.3M -$3.29M -38,925 -3%
CA
11
Clearstead Advisors
Ohio
$91.8M +$384K +4,533 +0.4%
EWM
12
Evercore Wealth Management
New York
$91.4M -$1.86M -21,956 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$74.7M +$11.5M +135,352 +19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$62.3M +$5.39M +63,736 +10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$61.1M +$5.63M +66,478 +10%
Wells Fargo
16
Wells Fargo
California
$59.6M +$27.6K +326 +0%
WWM
17
Waterway Wealth Management
Texas
$56.6M +$11.2M +131,891 +22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$53.6M -$1.49M -17,646 -3%
Raymond James Financial
19
Raymond James Financial
Florida
$50.5M +$149K +1,766 +0.3%
Osaic Holdings
20
Osaic Holdings
Arizona
$49.1M +$6.1M +72,051 +15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$44.7M -$4.41M -52,055 -9%
IWP
22
IAG Wealth Partners
Wisconsin
$34.3M -$360K -4,252 -1%
CL
23
CLG LLC
California
$32.9M +$8.34M +98,585 +35%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$32.7M -$1.03M -12,192 -3%
SWP
25
Stratos Wealth Partners
Ohio
$31.9M +$1.23M +14,503 +4%