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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
26
Lowe Brockenbrough & Co
Virginia
$1.66M
AW
27
ACG Wealth
Georgia
$1.41M -$305K -7,317 -18%
MWM
28
Modera Wealth Management
New Jersey
$1.41M +$201K +4,830 +17%
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M -$742K -17,795 -36%
RA
30
RFG Advisory
Alabama
$1.27M +$36.9K +884 +3%
NC
31
NewSquare Capital
Pennsylvania
$1.19M +$173K +4,140 +18%
Stifel Financial
32
Stifel Financial
Missouri
$934K +$292K +7,008 +48%
Goldman Sachs
33
Goldman Sachs
New York
$926K
RJFSA
34
Raymond James Financial Services Advisors
Florida
$909K +$3.21K +77 +0.4%
KFP
35
KMG Fiduciary Partners
Ohio
$804K +$4.59K +110 +0.6%
BHWM
36
Bar Harbor Wealth Management
New Hampshire
$748K -$72.3K -1,733 -9%
GAG
37
GM Advisory Group
New York
$696K +$50K +1,199 +8%
AWA
38
Arkadios Wealth Advisors
Georgia
$678K +$220K +5,280 +51%
SPIA
39
Steward Partners Investment Advisory
New York
$674K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$641K +$85.6K +2,052 +16%
CA
41
Cetera Advisors
Colorado
$640K -$116K -2,777 -16%
CPIG
42
Chicago Partners Investment Group
Illinois
$563K
IA
43
Insight Advisors
Pennsylvania
$541K +$498K +11,952 New
Ameriprise
44
Ameriprise
Minnesota
$458K -$65.9K -1,581 -13%
BFG
45
Berger Financial Group
Minnesota
$455K
IFWM
46
Institute for Wealth Management
Colorado
$431K
PCM
47
Parsons Capital Management
Rhode Island
$404K +$11K +265 +3%
HI
48
Harbour Investments
Wisconsin
$333K +$320K +7,672 New
MA
49
Mezzasalma Advisors
New Jersey
$322K -$13.7K -329 -4%
KPWS
50
Kestra Private Wealth Services
Texas
$281K +$270K +6,476 New