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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Prime Capital Investment Advisors
26
Prime Capital Investment Advisors
Kansas
$2.9M +$2.9M +69,696 New
IA
27
Insight Advisors
Pennsylvania
$2.63M -$1.07M -25,614 -29%
JP Morgan Chase
28
JP Morgan Chase
New York
$2.46M +$1.75M +42,077 +246%
JP Morgan Private Wealth Advisors
29
JP Morgan Private Wealth Advisors
California
$2.14M +$568K +13,655 +36%
BFG
30
Beacon Financial Group
Texas
$1.99M -$37.2K -895 -2%
MLA
31
My Legacy Advisors
Oregon
$1.89M -$158K -3,787 -8%
MSAM
32
Moloney Securities Asset Management
Missouri
$1.8M -$303K -7,290 -14%
LBC
33
Lowe Brockenbrough & Co
Virginia
$1.8M – – –
Modera Wealth Management
34
Modera Wealth Management
New Jersey
$1.31M – – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$66.2K +1,591 +5%
Betterment LLC
36
Betterment LLC
New York
$1.21M +$102K +2,456 +9%
RFG Advisory
37
RFG Advisory
Alabama
$1.19M -$168K -4,048 -13%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.08M -$1.81M -43,585 -63%
KFP
39
KMG Fiduciary Partners
Ohio
$1.01M +$7.66K +184 +0.8%
GAG
40
GM Advisory Group
New York
$997K -$33.4K -803 -3%
HA
41
Herold Advisors
New York
$917K -$89.9K -2,160 -9%
EP
42
Essential Planning
New Hampshire
$908K +$989K +23,777 New
T
43
TRUADVICE
Florida
$873K -$31.5K -757 -4%
Raymond James Financial Services Advisors
44
Raymond James Financial Services Advisors
Florida
$825K -$21.8K -523 -3%
Citadel Advisors
45
Citadel Advisors
Florida
$815K +$816K +19,609 New
Stifel Financial
46
Stifel Financial
Missouri
$764K -$242K -5,816 -24%
ARC
47
Advisor Resource Council
Texas
$693K -$48.5K -1,165 -7%
Chicago Partners Investment Group
48
Chicago Partners Investment Group
Illinois
$670K +$1.21K +29 +0.2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$597K +$10.7K +258 +2%
Steward Partners Investment Advisory
50
Steward Partners Investment Advisory
New York
$586K -$2.08K -50 -0.4%