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WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$138M -$6.1M -80,558 -4%
LPL Financial
2
LPL Financial
California
$127M +$9.57M +126,341 +8%
Morgan Stanley
3
Morgan Stanley
New York
$72.3M +$2.97M +39,193 +4%
GWAG
4
Garrett Wealth Advisory Group
Texas
$58.6M +$203K +2,679 +0.4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$53.5M +$2.05M +27,107 +4%
PAG
6
Private Advisor Group
New Jersey
$51.7M -$2.2M -28,996 -4%
IA
7
Integrity Alliance
Iowa
$43.8M +$22.8M +300,462 +114%
WIM
8
WealthPlan Investment Management
Nebraska
$40.2M +$4.34M +57,249 +12%
TFG
9
Team Financial Group
California
$35.6M +$503K +6,638 +1%
KAS
10
Kestra Advisory Services
Texas
$29.7M +$7.65M +101,006 +36%
FGC
11
Financial Gravity Companies
Texas
$23.7M +$23.1M +304,306 New
IC
12
IEQ Capital
California
$20.6M – – –
FWA
13
Flagship Wealth Advisors
Massachusetts
$18.2M +$11.9M +157,119 +204%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$157K +2,069 +1%
SFO
15
Stenger Family Office
Illinois
$14.3M -$587K -7,748 -4%
Bank of America
16
Bank of America
North Carolina
$13.6M -$1.21M -15,942 -8%
JP Morgan Chase
17
JP Morgan Chase
New York
$13.4M +$360K +4,756 +3%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$11M -$26.7K -352 -0.2%
MW
19
Maia Wealth
Colorado
$9.31M +$1.78M +23,437 +24%
EB
20
Eastern Bank
Massachusetts
$9.11M +$528K +6,970 +6%
AAS
21
Ameritas Advisory Services
Nebraska
$8.35M +$6.85M +90,485 +536%
MWM
22
Marietta Wealth Management
Georgia
$7.74M -$8.64K -114 -0.1%
UBS Group
23
UBS Group
Switzerland
$7.02M +$221K +2,912 +3%
Creative Planning
24
Creative Planning
Kansas
$6.92M -$61.7K -815 -0.9%
VIM
25
Vista Investment Management
Pennsylvania
$6.61M +$26.7K +353 +0.4%
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