We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
EPG Wealth Management
Georgia
$205K +$196K +5,587 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$204K +$195K +5,582 New
MWP
53
MYCIO Wealth Partners
Pennsylvania
$194K -$742K -21,206 -80%
IFP Advisors
54
IFP Advisors
Florida
$116K +$1.65K +47 +2%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$53K +$50.3K +1,437 New
Arkadios Wealth Advisors
56
Arkadios Wealth Advisors
Georgia
$46.5K +$43K +1,228 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$43K – – –
IWP
58
IAG Wealth Partners
Wisconsin
$42K +$39.7K +1,134 New
FCM
59
Firestone Capital Management
Florida
$33K +$31.5K +901 New
FGAM
60
Financial Gravity Asset Management
Texas
$29K – – –
CAAS
61
Capital Asset Advisory Services
Michigan
$24K +$22.4K +641 New
Ancora Advisors
62
Ancora Advisors
Ohio
$24K +$23.1K +660 New
MAM
63
Meeder Asset Management
Ohio
$17K +$16.6K +474 New
Geneos Wealth Management
64
Geneos Wealth Management
Colorado
$14K +$14K +400 New
CFD
65
Creative Financial Designs
Indiana
$13K – – –
SIAS
66
Shine Investment Advisory Services
Colorado
$12K – – –
US Bancorp
67
US Bancorp
Minnesota
$11K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$7K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.41K +183 New
WP
70
WealthShield Partners
North Carolina
$6K – – –
GEA
71
Glen Eagle Advisors
New Jersey
$4.81K +$4.59K +131 New
LAS
72
Lloyd Advisory Services
Georgia
$3K +$2.66K +76 New
Goldman Sachs
73
Goldman Sachs
New York
– -$1.24M -36,872 Closed
Flow Traders U.S.
74
Flow Traders U.S.
New York
– -$1.19M -35,392 Closed
GSWM
75
Golden State Wealth Management
California
– -$55K -1,640 Closed