We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$844K -$89.9K -2,834 -10%
RA
27
RFG Advisory
Alabama
$822K +$115K +3,624 +17%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$778K -$97.5K -3,075 -12%
CPIG
29
Chicago Partners Investment Group
Illinois
$735K +$56.3K +1,776 +9%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$710K -$1.5M -47,359 -69%
PAG
31
Private Advisor Group
New Jersey
$675K +$11.6K +366 +2%
BHWM
32
Bar Harbor Wealth Management
New Hampshire
$630K -$184K -5,789 -23%
KFP
33
KMG Fiduciary Partners
Ohio
$583K +$2.7K +85 +0.5%
GAG
34
GM Advisory Group
New York
$492K -$96.4K -3,040 -17%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$474K -$668K -21,049 -60%
SPIA
36
Steward Partners Investment Advisory
New York
$470K +$213K +6,724 +90%
GRP
37
Global Retirement Partners
California
$448K -$33.3K -1,050 -7%
UA
38
Unison Advisors
District of Columbia
$439K -$171K -5,386 -29%
Creative Planning
39
Creative Planning
Kansas
$415K -$38.4K -1,211 -9%
Ameriprise
40
Ameriprise
Minnesota
$349K +$86.3K +2,722 +35%
IFWM
41
Institute for Wealth Management
Colorado
$330K
PCM
42
Parsons Capital Management
Rhode Island
$284K -$10.3K -325 -4%
RJA
43
Raymond James & Associates
Florida
$243K +$233K +7,330 New
PA
44
PSI Advisors
Florida
$230K +$220K +6,947 New
EWM
45
EPG Wealth Management
Georgia
$206K +$1.08K +34 +0.5%
NC
46
NewSquare Capital
Pennsylvania
$198K +$189K +5,960 New
TRCT
47
Tower Research Capital (TRC)
New York
$152K -$732K -23,081 -83%
IA
48
IFP Advisors
Florida
$103K +$95 +3 +0.1%
PO
49
Private Ocean
California
$100K +$96K +3,028 New
CAN
50
Cetera Advisor Networks
California
$98K +$94K +2,965 New