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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NC
26
NewSquare Capital
Pennsylvania
$3.21M -$713K -15,110 -19%
SAM
27
Smartleaf Asset Management
Massachusetts
$3.03M +$2.85M +60,386 New
BFG
28
Beacon Financial Group
Texas
$2.83M +$576K +12,195 +28%
MSAM
29
Moloney Securities Asset Management
Missouri
$2.69M +$592K +12,539 +30%
RT
30
Rockland Trust
Massachusetts
$2.52M -$14.7K -312 -0.6%
KIA
31
KLR Investment Advisors
Rhode Island
$2.47M -$298K -6,311 -11%
LBC
32
Lowe Brockenbrough & Co
Virginia
$2.34M +$38.7K +819 +2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.06M -$375K -7,952 -16%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.06M +$1.11M +23,477 +134%
MWM
35
Modera Wealth Management
New Jersey
$1.77M
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M -$50.2K -1,063 -4%
HI
37
Harbour Investments
Wisconsin
$1.38M +$664K +14,063 +104%
Betterment LLC
38
Betterment LLC
New York
$1.32M -$70.8K -1,500 -5%
CAN
39
Cetera Advisor Networks
California
$1.32M +$94K +1,991 +8%
RA
40
RFG Advisory
Alabama
$1.28M +$12.4K +262 +1%
KFP
41
KMG Fiduciary Partners
Ohio
$1.26M +$5.24K +111 +0.4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.18M -$89.5K -1,895 -7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.13M +$109K +2,318 +11%
GAG
44
GM Advisory Group
New York
$1.1M -$127K -2,688 -11%
HA
45
Herold Advisors
New York
$1.05M -$944 -20 -0.1%
CPIG
46
Chicago Partners Investment Group
Illinois
$972K +$23.4K +496 +3%
PVI
47
Pine Valley Investments
New Jersey
$820K +$74K +1,567 +11%
EP
48
Essential Planning
New Hampshire
$698K -$13.7K -290 -2%
SPIA
49
Steward Partners Investment Advisory
New York
$666K
RJA
50
Raymond James & Associates
Florida
$657K -$16.6K -351 -3%