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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
26
Moloney Securities Asset Management
Missouri
$1.95M -$62.2K -1,459 -3%
5L
27
55I LLC
Massachusetts
$1.93M +$556K +13,029 +35%
BFG
28
Beacon Financial Group
Texas
$1.9M -$9.78M -229,291 -82%
MLA
29
My Legacy Advisors
Oregon
$1.78M +$392K +9,190 +25%
LBC
30
Lowe Brockenbrough & Co
Virginia
$1.66M -$53.3K -1,250 -3%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$1.46M +$1.4M +32,793 +642%
RA
32
RFG Advisory
Alabama
$1.27M -$95.3K -2,234 -7%
MWM
33
Modera Wealth Management
New Jersey
$1.21M -$42.7K -1,000 -3%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$1.28K -30 -0.1%
FTUS
35
Flow Traders U.S.
New York
$1.1M +$1.22M +28,539 New
Betterment LLC
36
Betterment LLC
New York
$1.09M
GRP
37
Global Retirement Partners
California
$1.06M -$235K -5,500 -18%
GAG
38
GM Advisory Group
New York
$952K +$5.2K +122 +0.5%
HA
39
Herold Advisors
New York
$929K
Stifel Financial
40
Stifel Financial
Missouri
$928K +$739K +17,313 +252%
KFP
41
KMG Fiduciary Partners
Ohio
$923K +$24.4K +573 +2%
T
42
TRUADVICE
Florida
$872K -$42.8K -1,004 -5%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$781K +$2.82K +66 +0.3%
ARC
44
Advisor Resource Council
Texas
$684K -$46.9K -1,100 -6%
JP Morgan Chase
45
JP Morgan Chase
New York
$658K
CPIG
46
Chicago Partners Investment Group
Illinois
$611K +$1.62K +38 +0.3%
LCAM
47
London & Capital Asset Management
United Kingdom
$599K +$665K +15,591 New
CA
48
CGN Advisors
Kansas
$550K -$4.35M -101,960 -88%
SPIA
49
Steward Partners Investment Advisory
New York
$543K -$15.1K -353 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$541K +$131K +3,073 +28%