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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$744K -$11.3K -341 -2%
GAG
27
GM Advisory Group
New York
$687K +$19.6K +590 +3%
CPIG
28
Chicago Partners Investment Group
Illinois
$672K
UA
29
Unison Advisors
District of Columbia
$654K -$9.57K -288 -1%
GRP
30
Global Retirement Partners
California
$488K
Creative Planning
31
Creative Planning
Kansas
$483K +$10.3K +310 +2%
AG
32
Advisor Group
Arizona
$419K -$9.63K -290 -2%
IFWM
33
Institute for Wealth Management
Colorado
$383K
IWC
34
Integrated Wealth Concepts
Massachusetts
$332K +$328K +9,885 New
CA
35
Cetera Advisors
Colorado
$325K -$167K -5,014 -34%
PCM
36
Parsons Capital Management
Rhode Island
$295K +$23.6K +710 +9%
SPIA
37
Steward Partners Investment Advisory
New York
$207K +$206K +6,200 New
CFA
38
Carroll Financial Associates
North Carolina
$201K
IA
39
IFP Advisors
Florida
$104K +$103K +3,107 New
GSWM
40
Golden State Wealth Management
California
$55K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$39K -$598 -18 -2%
FGAM
42
Financial Gravity Asset Management
Texas
$26K +$26K +784 New
FAAS
43
First Allied Advisory Services
California
$21K +$21.2K +638 New
CFD
44
Creative Financial Designs
Indiana
$11K
SIAS
45
Shine Investment Advisory Services
Colorado
$11K
US Bancorp
46
US Bancorp
Minnesota
$10K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$7K
WP
48
WealthShield Partners
North Carolina
$5K +$5.38K +162 New
Citadel Advisors
49
Citadel Advisors
Florida
-$958K -29,131 Closed
CIC
50
Cutler Investment Counsel
Oregon
-$876K -26,640 Closed