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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
51
Bar Harbor Wealth Management
New Hampshire
$420K
PCM
52
Parsons Capital Management
Rhode Island
$389K
BFG
53
Berger Financial Group
Minnesota
$342K -$93.7K -2,117 -20%
MA
54
Mezzasalma Advisors
New Jersey
$296K
Stifel Financial
55
Stifel Financial
Missouri
$280K -$519K -11,731 -63%
EGA
56
E&G Advisors
Texas
$280K
ICM
57
Intrepid Capital Management
Florida
$263K +$285K +6,450 New
SCFS
58
S.C. Financial Services
Arizona
$261K +$283K +6,392 New
CGPCS
59
Capital Group Private Client Services
California
$256K -$619 -14 -0.2%
PAS
60
Park Avenue Securities
New York
$248K +$79.2K +1,790 +42%
OFS
61
OneAscent Financial Services
Alabama
$244K +$265K +5,980 New
AWA
62
Arkadios Wealth Advisors
Georgia
$231K -$46.4K -1,049 -16%
Ameriprise
63
Ameriprise
Minnesota
$229K -$169K -3,826 -41%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$221K -$177K -3,996 -42%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$221K +$24.6K +556 +11%
WHG
66
Westwood Holdings Group
Texas
$209K
JMPWA
67
JP Morgan Private Wealth Advisors
California
$208K +$226K +5,107 New
IA
68
IFS Advisors
Kansas
$206K
RWB
69
RMR Wealth Builders
New Jersey
$201K -$34K -769 -13%
PTC
70
Private Trust Company
Ohio
$192K +$209K +4,717 New
US Bancorp
71
US Bancorp
Minnesota
$165K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$157K +$6.46K +146 +4%
TRCT
73
Tower Research Capital (TRC)
New York
$152K +$166K +3,744 New
MA
74
MUFG Americas
New York
$128K +$139K +3,141 New
CFD
75
Creative Financial Designs
Indiana
$115K -$354 -8 -0.3%