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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NC
26
NewSquare Capital
Pennsylvania
$6.35M +$172K +2,268 +3%
TWM
27
TopTier Wealth Management
Wisconsin
$6.24M +$6.89K +91 +0.1%
HI
28
Harbour Investments
Wisconsin
$6.09M +$199K +2,624 +3%
Wells Fargo
29
Wells Fargo
California
$5.89M -$144K -1,898 -2%
WP
30
WealthPLAN Partners
Nebraska
$5.87M +$2.54M +33,560 +80%
Citigroup
31
Citigroup
New York
$5.77M +$179K +2,362 +3%
TC
32
Towle & Co
Colorado
$4.82M +$1.75M +23,110 +60%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$4.6M +$739K +9,750 +19%
Goldman Sachs
34
Goldman Sachs
New York
$4.05M +$890K +11,749 +29%
PCIA
35
Prime Capital Investment Advisors
Kansas
$3.93M -$31.7K -419 -0.8%
IAS
36
Integrity Advisory Solutions
Texas
$3.73M +$2.55M +33,650 +235%
LBC
37
Lowe Brockenbrough & Co
Virginia
$3.6M
Betterment LLC
38
Betterment LLC
New York
$3.44M -$171K -2,260 -5%
Raymond James Financial
39
Raymond James Financial
Florida
$3.44M +$12.3K +162 +0.4%
AIA
40
AssuredPartners Investment Advisors
Florida
$3.35M -$9.62K -127 -0.3%
WF
41
WealthPoint Financial
North Carolina
$2.96M +$46.9K +619 +2%
BFG
42
Beacon Financial Group
Texas
$2.91M -$38.6K -509 -1%
SL
43
Systelligence LLC
Minnesota
$2.82M -$8.12M -107,249 -75%
PVI
44
Pine Valley Investments
New Jersey
$2.81M +$568K +7,500 +26%
RT
45
Rockland Trust
Massachusetts
$2.77M -$3.94K -52 -0.1%
LWM
46
LongView Wealth Management
Georgia
$2.75M +$192K +2,532 +8%
MWM
47
Modera Wealth Management
New Jersey
$2.72M
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.42M +$378K +4,993 +19%
Ameriprise
49
Ameriprise
Minnesota
$2.15M -$2.8M -37,029 -57%
CPIG
50
Chicago Partners Investment Group
Illinois
$2.04M +$92.8K +1,225 +5%