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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
26
Relative Value Partners Group
$1.37M +$1.31M +37,449 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.2M +$801K +22,896 +232%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.13M -$155K -4,434 -13%
BHWM
29
Bar Harbor Wealth Management
New Hampshire
$923K -$7K -200 -0.8%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$825K -$101K -2,879 -11%
Ameriprise
31
Ameriprise
Minnesota
$817K +$2.63K +75 +0.3%
CPIG
32
Chicago Partners Investment Group
Illinois
$722K -$15.4K -439 -2%
UA
33
Unison Advisors
District of Columbia
$679K -$34.8K -995 -5%
VCP
34
Verus Capital Partners
Arizona
$624K +$595K +16,996 New
GAG
35
GM Advisory Group
New York
$607K -$138K -3,938 -19%
IAA
36
Independent Advisor Alliance
North Carolina
$581K +$554K +15,815 New
GRP
37
Global Retirement Partners
California
$534K
Creative Planning
38
Creative Planning
Kansas
$517K -$10.9K -310 -2%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$461K +$440K +12,557 New
AG
40
Advisor Group
Arizona
$459K
IFWM
41
Institute for Wealth Management
Colorado
$419K
CA
42
Cetera Advisors
Colorado
$361K +$4.45K +127 +1%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$341K +$325K +9,297 New
PCM
44
Parsons Capital Management
Rhode Island
$332K +$8.58K +245 +3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$274K -$1.01M -28,848 -79%
SPIA
46
Steward Partners Investment Advisory
New York
$273K +$43.8K +1,250 +20%
EGA
47
E&G Advisors
Texas
$223K +$212K +6,065 New
CFA
48
Carroll Financial Associates
North Carolina
$220K
RJA
49
Raymond James & Associates
Florida
$214K +$204K +5,839 New
PA
50
PSI Advisors
Florida
$213K +$204K +5,824 New