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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
26
Moloney Securities Asset Management
Missouri
$2.5M +$271K +5,554 +13%
NC
27
NewSquare Capital
Pennsylvania
$2.4M +$713K +14,620 +44%
LBC
28
Lowe Brockenbrough & Co
Virginia
$2.25M
RA
29
RFG Advisory
Alabama
$1.69M +$40.5K +830 +3%
MWM
30
Modera Wealth Management
New Jersey
$1.64M -$21.5K -441 -1%
M&T Bank
31
M&T Bank
New York
$1.55M
AWM
32
AE Wealth Management
Kansas
$1.42M +$486K +9,962 +54%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$26.2K +537 +2%
Goldman Sachs
34
Goldman Sachs
New York
$1.36M +$805K +16,521 +158%
GAG
35
GM Advisory Group
New York
$1.23M +$341 +7 +0%
HA
36
Herold Advisors
New York
$1.18M -$39K -800 -3%
T
37
TRUADVICE
Florida
$1.13M +$15.6K +321 +1%
KFP
38
KMG Fiduciary Partners
Ohio
$1.05M +$19.7K +405 +2%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.01M +$2.73K +56 +0.3%
AW
40
ACG Wealth
Georgia
$1M -$21.6K -444 -2%
Stifel Financial
41
Stifel Financial
Missouri
$975K -$104K -2,139 -10%
ARC
42
Advisor Resource Council
Texas
$934K +$68.2K +1,400 +8%
CA
43
CoreCap Advisors
Michigan
$900K +$871K +17,866 New
SPIA
44
Steward Partners Investment Advisory
New York
$762K -$7.7K -158 -1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$728K +$437K +8,962 +163%
BHWM
46
Bar Harbor Wealth Management
New Hampshire
$625K -$19.6K -402 -3%
CPIG
47
Chicago Partners Investment Group
Illinois
$570K +$926 +19 +0.2%
IFWM
48
Institute for Wealth Management
Colorado
$568K -$1.95K -40 -0.4%
Betterment LLC
49
Betterment LLC
New York
$567K +$549K +11,260 New
MPW
50
Melone Private Wealth
Michigan
$558K +$541K +11,090 New