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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
26
Lowe Brockenbrough & Co
Virginia
$1.81M
MLA
27
My Legacy Advisors
Oregon
$1.53M +$1M +22,626 +159%
5L
28
55I LLC
Massachusetts
$1.52M +$954K +21,567 +138%
RA
29
RFG Advisory
Alabama
$1.45M -$24K -543 -2%
MWM
30
Modera Wealth Management
New Jersey
$1.33M -$6.64K -150 -0.5%
GRP
31
Global Retirement Partners
California
$1.26M +$1.19M +26,850 +671%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.24M -$7.87M -177,935 -85%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$24.8K +560 +2%
Betterment LLC
34
Betterment LLC
New York
$1.09M +$230K +5,188 +24%
Citadel Advisors
35
Citadel Advisors
Florida
$1.02M +$1.11M +25,038 New
GAG
36
GM Advisory Group
New York
$1.01M +$442 +10 +0%
HA
37
Herold Advisors
New York
$987K +$66.4K +1,500 +7%
T
38
TRUADVICE
Florida
$971K -$8.45K -191 -0.9%
KFP
39
KMG Fiduciary Partners
Ohio
$958K +$113K +2,543 +12%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$828K -$33.8K -765 -4%
ARC
41
Advisor Resource Council
Texas
$772K +$79K +1,785 +10%
JP Morgan Chase
42
JP Morgan Chase
New York
$699K +$139K +3,137 +22%
CPIG
43
Chicago Partners Investment Group
Illinois
$651K +$1.55K +35 +0.2%
SPIA
44
Steward Partners Investment Advisory
New York
$592K -$9.51K -215 -1%
CA
45
CoreCap Advisors
Michigan
$564K -$144K -3,263 -19%
RFN
46
Redwood Financial Network
Ohio
$535K +$88 +2 +0%
IFWM
47
Institute for Wealth Management
Colorado
$484K +$2.21K +50 +0.4%
AW
48
ACG Wealth
Georgia
$470K +$44 +1 +0%
MPW
49
Melone Private Wealth
Michigan
$461K -$7.39K -167 -1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$449K +$127K +2,865 +35%