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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$553K +$553K +13,299 New
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$552K +$552K +13,272 New
RFN
53
Redwood Financial Network
Ohio
$546K +$125 +3 +0%
CoreCap Advisors
54
CoreCap Advisors
Michigan
$517K -$31.5K -757 -6%
IFWM
55
Institute for Wealth Management
Colorado
$497K – – –
MPW
56
Melone Private Wealth
Michigan
$457K – – –
Raymond James & Associates
57
Raymond James & Associates
Florida
$443K +$81.5K +1,959 +23%
Cetera Advisor Networks
58
Cetera Advisor Networks
California
$438K +$438K +10,536 New
BHWM
59
Bar Harbor Wealth Management
New Hampshire
$428K – – –
FCM
60
Family Capital Management
Michigan
$416K +$416K +10,000 New
PCM
61
Parsons Capital Management
Rhode Island
$405K -$8.2K -197 -2%
CA
62
CGN Advisors
Kansas
$353K -$243K -5,832 -41%
BFG
63
Berger Financial Group
Minnesota
$349K – – –
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$316K +$317K +7,606 New
Park Avenue Securities
65
Park Avenue Securities
New York
$286K +$6.2K +149 +2%
EGA
66
E&G Advisors
Texas
$286K – – –
Ameriprise
67
Ameriprise
Minnesota
$281K -$6.53K -157 -2%
MA
68
Mezzasalma Advisors
New Jersey
$272K -$29.1K -699 -10%
ICM
69
Intrepid Capital Management
Florida
$268K – – –
Global Retirement Partners
70
Global Retirement Partners
California
$264K -$791K -19,000 -75%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$264K -$8.36K -201 -3%
Capital Group Private Client Services
72
Capital Group Private Client Services
California
$264K +$1.46K +35 +0.6%
IFG Advisory
73
IFG Advisory
Georgia
$236K -$3.75K -90 -2%
Arkadios Wealth Advisors
74
Arkadios Wealth Advisors
Georgia
$214K +$214K +5,150 New
Westwood Holdings Group
75
Westwood Holdings Group
Texas
$213K +$213K +5,113 New