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WisdomTree US LargeCap Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFWM
26
Institute for Wealth Management
Denver,
Colorado
| $351K | – | – | – |
|
|
AW
27
ACG Wealth
Atlanta,
Georgia
| $285K | +$286K | +9,294 | New |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $242K | – | – | – |
|
|
PCM
29
Parsons Capital Management
Providence,
Rhode Island
| $237K | -$14.9K | -485 | -6% |
|
|
CFA
30
Carroll Financial Associates
Charlotte,
North Carolina
| $184K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $99K | +$493 | +16 | +0.5% |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $50K | -$30.4K | -987 | -38% |
|
|
CFD
33
Creative Financial Designs
Kokomo,
Indiana
| $11K | +$10.8K | +350 | New |
|
|
SIAS
34
Shine Investment Advisory Services
Lone Tree,
Colorado
| $10K | – | – | – |
|
|
WP
35
WealthShield Partners
Cary,
North Carolina
| $6K | – | – | – |
|
36
Jane Street
New York
| – | -$410K | -13,489 | Closed |
|
|
CCA
37
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$24K | -801 | Closed |
|
|
LNB
38
Ledyard National Bank
| – | -$14K | -465 | Closed |
|