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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.6M -$222K -4,639 -8%
LBC
27
Lowe Brockenbrough & Co
Virginia
$2.15M -$15.8K -330 -0.7%
RA
28
RFG Advisory
Alabama
$1.61M -$6.42K -134 -0.4%
MWM
29
Modera Wealth Management
New Jersey
$1.58M
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M -$24.6K -514 -2%
GAG
31
GM Advisory Group
New York
$1.19M +$10.4K +217 +0.9%
HA
32
Herold Advisors
New York
$1.1M -$33.5K -700 -3%
Betterment LLC
33
Betterment LLC
New York
$1.04M +$491K +10,252 +91%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.02M +$43.9K +916 +5%
KFP
35
KMG Fiduciary Partners
Ohio
$1.01M +$6.51K +136 +0.7%
T
36
TRUADVICE
Florida
$989K -$53.8K -1,123 -5%
Stifel Financial
37
Stifel Financial
Missouri
$899K -$37K -773 -4%
ARC
38
Advisor Resource Council
Texas
$829K -$67K -1,400 -8%
CA
39
CoreCap Advisors
Michigan
$826K -$37.3K -779 -4%
5L
40
55I LLC
Massachusetts
$754K +$746K +15,586 New
SPIA
41
Steward Partners Investment Advisory
New York
$712K -$19.8K -414 -3%
MLA
42
My Legacy Advisors
Oregon
$686K +$680K +14,190 New
JP Morgan Chase
43
JP Morgan Chase
New York
$677K +$670K +14,000 New
RFN
44
Redwood Financial Network
Ohio
$634K +$628K +13,116 New
CPIG
45
Chicago Partners Investment Group
Illinois
$628K +$130K +2,720 +23%
IFWM
46
Institute for Wealth Management
Colorado
$571K +$25.5K +533 +5%
AW
47
ACG Wealth
Georgia
$557K -$402K -8,389 -42%
MPW
48
Melone Private Wealth
Michigan
$512K +$2.15K +45 +0.4%
BFG
49
Berger Financial Group
Minnesota
$508K
BHWM
50
Bar Harbor Wealth Management
New Hampshire
$498K -$101K -2,115 -17%