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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.95M -$181K -3,136 -6%
LBC
27
Lowe Brockenbrough & Co
Virginia
$2.78M – – –
RT
28
Rockland Trust
Massachusetts
$2.57M -$225K -3,883 -8%
BWP
29
Baldwin Wealth Partners
Massachusetts
$2.16M +$2.08M +35,927 New
Modera Wealth Management
30
Modera Wealth Management
New Jersey
$2.12M – – –
WA
31
Win Advisors
Florida
$1.75M +$1.69M +29,144 New
Harbour Investments
32
Harbour Investments
Wisconsin
$1.72M +$175K +3,028 +12%
Advisory Alpha
33
Advisory Alpha
Michigan
$1.64M -$90.7K -1,567 -5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.57M -$3.99K -69 -0.3%
Chicago Partners Investment Group
35
Chicago Partners Investment Group
Illinois
$1.57M -$9.26K -160 -0.6%
IA
36
Insight Advisors
Pennsylvania
$1.53M -$828K -14,321 -36%
KFP
37
KMG Fiduciary Partners
Ohio
$1.52M +$5.55K +96 +0.4%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.49M +$21.5K +372 +2%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M -$12.3K -212 -0.9%
Raymond James Financial Services Advisors
40
Raymond James Financial Services Advisors
Florida
$1.35M +$16.8K +290 +1%
GAG
41
GM Advisory Group
New York
$1.25M -$87.4K -1,510 -7%
Global Retirement Partners
42
Global Retirement Partners
California
$1.16M +$474K +8,196 +74%
Pine Valley Investments
43
Pine Valley Investments
New Jersey
$1.1M +$43.2K +746 +4%
HA
44
Herold Advisors
New York
$1.07M -$189K -3,270 -16%
Osaic Holdings
45
Osaic Holdings
Arizona
$902K -$27.2K -471 -3%
Citigroup
46
Citigroup
New York
$813K +$682K +11,790 +676%
QP
47
Quartz Partners
New York
$792K +$763K +13,194 New
Steward Partners Investment Advisory
48
Steward Partners Investment Advisory
New York
$776K -$17.9K -309 -2%
Raymond James & Associates
49
Raymond James & Associates
Florida
$765K +$53.8K +930 +8%
Stifel Financial
50
Stifel Financial
Missouri
$739K -$1.45K -25 -0.2%