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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
CoreCap Advisors
Michigan
$506K -$27.3K -640 -5%
RFN
52
Redwood Financial Network
Ohio
$504K +$128 +3 +0%
AW
53
ACG Wealth
Georgia
$472K +$32.5K +763 +7%
TRCT
54
Tower Research Capital (TRC)
New York
$465K +$357K +8,366 +223%
IFWM
55
Institute for Wealth Management
Colorado
$459K +$4.44K +104 +0.9%
MPW
56
Melone Private Wealth
Michigan
$441K +$1.07K +25 +0.2%
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$395K
PCM
58
Parsons Capital Management
Rhode Island
$382K +$17.1K +400 +4%
RJA
59
Raymond James & Associates
Florida
$334K +$371K +8,690 New
BFG
60
Berger Financial Group
Minnesota
$322K
MA
61
Mezzasalma Advisors
New Jersey
$278K
Ameriprise
62
Ameriprise
Minnesota
$266K +$55.7K +1,305 +23%
EGA
63
E&G Advisors
Texas
$264K -$213 -5 -0.1%
PAS
64
Park Avenue Securities
New York
$259K +$27.6K +647 +11%
OFS
65
OneAscent Financial Services
Alabama
$251K +$23.9K +560 +9%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$251K +$48K +1,126 +21%
ICM
67
Intrepid Capital Management
Florida
$248K
CGPCS
68
Capital Group Private Client Services
California
$242K +$1.28K +30 +0.5%
IA
69
IFG Advisory
Georgia
$222K +$247K +5,784 New
IA
70
IFS Advisors
Kansas
$194K
PTC
71
Private Trust Company
Ohio
$181K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$148K +$384 +9 +0.2%
US Bancorp
73
US Bancorp
Minnesota
$144K -$12.6K -295 -7%
UB
74
UMB Bank
Missouri
$135K +$150K +3,517 New
WFA
75
Wipfli Financial Advisors
Wisconsin
$123K +$136K +3,191 New