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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 -$4.22M -48,294 -1%
LPL Financial
2
LPL Financial
California
$315M +$8.71M +99,769 +3%
Morgan Stanley
3
Morgan Stanley
New York
$252M -$395K -4,527 -0.2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$227M +$10.2M +116,260 +5%
Ameriprise
5
Ameriprise
Minnesota
$156M -$24.3M -278,602 -14%
Creative Planning
6
Creative Planning
Kansas
$122M -$1.62M -18,539 -1%
UBS Group
7
UBS Group
Switzerland
$120M -$15.1K -173 -0%
GVAG
8
Great Valley Advisor Group
Delaware
$114M +$8.29M +94,921 +8%
Bank of America
9
Bank of America
North Carolina
$101M -$1.54M -17,598 -2%
TC
10
Trilogy Capital
California
$98.5M -$31.7K -363 -0%
CA
11
Clearstead Advisors
Ohio
$92.7M -$173K -1,986 -0.2%
EWM
12
Evercore Wealth Management
New York
$91.1M -$1.45M -16,552 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$83.8M +$8.07M +92,363 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$66M +$2.95M +33,799 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$63.6M +$1.72M +19,678 +3%
Wells Fargo
16
Wells Fargo
California
$61.6M +$1.19M +13,633 +2%
WWM
17
Waterway Wealth Management
Texas
$54.5M -$2.78M -31,880 -4%
Raymond James Financial
18
Raymond James Financial
Florida
$52.7M +$1.6M +18,313 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$52.3M -$1.96M -22,454 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$45.1M -$203K -2,327 -0.5%
Osaic Holdings
21
Osaic Holdings
Arizona
$44.4M -$5.63M -64,428 -11%
CL
22
CLG LLC
California
$38.2M +$4.81M +55,125 +15%
IWP
23
IAG Wealth Partners
Wisconsin
$34.4M -$292K -3,338 -0.8%
LKWM
24
Lee-Kelleher Wealth Management
Maryland
$32.8M +$1.97M +22,563 +6%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$32.6M -$538K -6,164 -2%