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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
51
Daymark Wealth Partners
Ohio
$1.87M +$47.4K +626 +3%
GRP
52
Global Retirement Partners
California
$1.82M +$1.77M +23,401 New
AA
53
Advisory Alpha
Michigan
$1.75M -$83.8K -1,106 -5%
Two Sigma Investments
54
Two Sigma Investments
New York
$1.67M +$1.63M +21,500 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.67M -$19.1K -252 -1%
UBS AM
56
UBS AM
Illinois
$1.64M
Osaic Holdings
57
Osaic Holdings
Arizona
$1.62M -$1.07M -14,066 -40%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$1.55M +$71.1K +938 +5%
WANY
59
Wealthspire Advisors (New York)
New York
$1.38M +$1.35M +17,778 New
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$1.31M +$447K +5,900 +55%
HP
61
Holistic Planning
Texas
$1.29M +$115K +1,520 +10%
BlackRock
62
BlackRock
New York
$1.09M -$12.3K -162 -1%
BFA
63
Beacon Financial Advisory
Ohio
$1.08M -$33.5K -442 -3%
Mariner
64
Mariner
Kansas
$1.06M +$201K +2,660 +24%
HA
65
Herold Advisors
New York
$1.05M -$75.8K -1,000 -7%
SAI
66
Savvy Advisors Inc
New York
$1.02M +$990K +13,064 New
AWA
67
Arkadios Wealth Advisors
Georgia
$953K +$15.8K +208 +2%
AI
68
Atria Investments
North Carolina
$949K +$41.8K +552 +5%
SPIA
69
Steward Partners Investment Advisory
New York
$938K -$5.83K -77 -0.6%
SF
70
Summit Financial
New Jersey
$935K -$101K -1,331 -10%
CF
71
Centaurus Financial
California
$924K -$13.1K -173 -1%
TWP
72
Triad Wealth Partners
Kansas
$890K -$8.26K -109 -1%
MFWP
73
Mosaic Family Wealth Partners
Missouri
$867K +$581K +7,664 +220%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$796K +$197K +2,600 +34%
EP
75
Essential Planning
New Hampshire
$779K -$31.3K -413 -4%