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WisdomTree US LargeCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$347M +$28.3M +311,322 +9%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$328M -$16.6M -182,989 -5%
Morgan Stanley
3
Morgan Stanley
New York
$256M +$811K +8,925 +0.3%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$231M +$825K +9,077 +0.4%
Ameriprise
5
Ameriprise
Minnesota
$171M +$13M +143,330 +8%
Creative Planning
6
Creative Planning
Kansas
$122M -$1.65M -18,204 -1%
GVAG
7
Great Valley Advisor Group
Delaware
$120M +$5.14M +56,529 +4%
UBS Group
8
UBS Group
Switzerland
$118M -$3.96M -43,554 -3%
Bank of America
9
Bank of America
North Carolina
$108M +$6.28M +69,044 +6%
TC
10
Trilogy Capital
California
$104M +$4.3M +47,317 +4%
EWM
11
Evercore Wealth Management
New York
$93.5M +$1.14M +12,571 +1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$90M +$5.08M +55,867 +6%
CA
13
Clearstead Advisors
Ohio
$87.2M -$6.92M -76,126 -7%
Wells Fargo
14
Wells Fargo
California
$71.9M +$9.6M +105,640 +15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$67.3M +$2.86M +31,501 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$65.6M -$1.34M -14,765 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$53.2M +$174K +1,911 +0.3%
Raymond James Financial
18
Raymond James Financial
Florida
$53.2M -$295K -3,248 -0.5%
WWM
19
Waterway Wealth Management
Texas
$52.9M -$2.28M -25,039 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$45.7M +$676K +7,440 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$41.7M -$4.1M -45,100 -9%
CL
22
CLG LLC
California
$38.5M -$238K -2,617 -0.6%
IWP
23
IAG Wealth Partners
Wisconsin
$35.7M +$784K +8,623 +2%
LKWM
24
Lee-Kelleher Wealth Management
Maryland
$34.3M +$1.12M +12,290 +3%
Goldman Sachs
25
Goldman Sachs
New York
$32.2M +$3.29M +36,147 +11%