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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$40K -$68 -2 -0.1%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$34K – – –
GSWM
53
Golden State Wealth Management
California
$31K +$37.5K +1,100 New
AA
54
Ancora Advisors
Ohio
$19K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$19K +$17.4K +510 +279%
AWA
56
Arkadios Wealth Advisors
Georgia
$18.9K -$19K -557 -45%
NFG
57
Next Financial Group
Texas
$16K +$19.2K +562 New
GWM
58
Geneos Wealth Management
Colorado
$11K – – –
SIAS
59
Shine Investment Advisory Services
Colorado
$9K – – –
US Bancorp
60
US Bancorp
Minnesota
$8K – – –
PWMG
61
Prestige Wealth Management Group
New Jersey
$6K +$6.72K +197 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$5K – – –
TC
63
Trilogy Capital
California
– -$14M -380,597 Closed
BSAM
64
Blue Sky Asset Management
Colorado
– -$4.23M -115,322 Closed
IAA
65
Independent Advisor Alliance
North Carolina
– -$581K -15,815 Closed
WCFA
66
Walkner Condon Financial Advisors
Wisconsin
– -$341K -9,297 Closed
EGA
67
E&G Advisors
Texas
– -$223K -6,065 Closed
RJA
68
Raymond James & Associates
Florida
– -$214K -5,839 Closed
PA
69
PSI Advisors
Florida
– -$213K -5,824 Closed
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
– -$204K -5,582 Closed
MWP
71
MYCIO Wealth Partners
Pennsylvania
– -$194K -5,279 Closed
IWP
72
IAG Wealth Partners
Wisconsin
– -$42K -1,134 Closed
FCM
73
Firestone Capital Management
Florida
– -$33K -901 Closed
CAAS
74
Capital Asset Advisory Services
Michigan
– -$24K -641 Closed
MAM
75
Meeder Asset Management
Ohio
– -$17K -474 Closed