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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
26
KLR Investment Advisors
Rhode Island
$2.44M -$874K -20,238 -27%
RT
27
Rockland Trust
Massachusetts
$2.26M -$898K -20,796 -29%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$2.17M -$80.6K -1,867 -4%
BFG
29
Beacon Financial Group
Texas
$2.1M -$1.29K -30 -0.1%
LBC
30
Lowe Brockenbrough & Co
Virginia
$1.89M
MSAM
31
Moloney Securities Asset Management
Missouri
$1.75M -$145K -3,364 -8%
IA
32
IFP Advisors
Florida
$1.54M -$937K -21,701 -55%
MWM
33
Modera Wealth Management
New Jersey
$1.38M
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.37M +$21.8K +505 +2%
Betterment LLC
35
Betterment LLC
New York
$1.31M +$39K +904 +3%
RA
36
RFG Advisory
Alabama
$1.15M -$10.5K -244 -0.9%
KFP
37
KMG Fiduciary Partners
Ohio
$1.08M +$15.7K +363 +1%
GAG
38
GM Advisory Group
New York
$1.07M +$25.4K +589 +2%
T
39
TRUADVICE
Florida
$925K +$24.9K +576 +3%
HA
40
Herold Advisors
New York
$920K -$43.2K -1,000 -5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$869K +$2.33K +54 +0.3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$715K +$87.3K +2,022 +14%
EP
43
Essential Planning
New Hampshire
$706K -$330K -7,635 -32%
CPIG
44
Chicago Partners Investment Group
Illinois
$657K +$1.34K +31 +0.2%
SPIA
45
Steward Partners Investment Advisory
New York
$616K
ARC
46
Advisor Resource Council
Texas
$594K -$137K -3,170 -19%
RJA
47
Raymond James & Associates
Florida
$588K +$121K +2,798 +26%
Goldman Sachs
48
Goldman Sachs
New York
$581K
RFN
49
Redwood Financial Network
Ohio
$574K +$86 +2 +0%
PVI
50
Pine Valley Investments
New Jersey
$560K +$554K +12,833 New