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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mezzasalma Advisors
New Jersey
$312K +$294K +7,760 New
GRP
52
Global Retirement Partners
California
$241K
EGA
53
E&G Advisors
Texas
$241K +$7.77K +205 +4%
RJA
54
Raymond James & Associates
Florida
$227K -$10K -264 -4%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$217K +$205K +5,402 New
PA
56
PSI Advisors
Florida
$209K -$65.6K -1,730 -25%
WHG
57
Westwood Holdings Group
Texas
$205K +$194K +5,113 New
IA
58
IFS Advisors
Kansas
$195K +$184K +4,863 New
PO
59
Private Ocean
California
$135K +$12K +317 +10%
AWM
60
Accel Wealth Management
Iowa
$80K +$76K +2,004 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$70K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$58K +$38 +1 +0.1%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$48K
NFG
64
Next Financial Group
Texas
$45K +$19K +502 +83%
TRCT
65
Tower Research Capital (TRC)
New York
$34K +$32.1K +847 New
SIAG
66
Safeguard Investment Advisory Group
California
$29K +$28.1K +742 New
AA
67
Ancora Advisors
Ohio
$27K
CAAS
68
Capital Asset Advisory Services
Michigan
$26K +$24.3K +641 New
GWM
69
Geneos Wealth Management
Colorado
$17K +$24.3K +641 +160%
US Bancorp
70
US Bancorp
Minnesota
$12K
Citadel Advisors
71
Citadel Advisors
Florida
-$971K -27,404 Closed
EWM
72
EPG Wealth Management
Georgia
-$221K -6,252 Closed
FHA
73
Flagship Harbor Advisors
Massachusetts
-$4K -115 Closed