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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EP
51
Essential Planning
New Hampshire
$698K
RJA
52
Raymond James & Associates
Florida
$690K -$33.7K -642 -5%
Stifel Financial
53
Stifel Financial
Missouri
$679K -$8.13K -155 -1%
IFWM
54
Institute for Wealth Management
Colorado
$592K -$8.92K -170 -2%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$585K -$32.5K -620 -6%
PCM
56
Parsons Capital Management
Rhode Island
$580K +$23.3K +445 +4%
FCM
57
Family Capital Management
Michigan
$554K
RFG
58
REAP Financial Group
Texas
$515K -$168K -3,205 -26%
MPW
59
Melone Private Wealth
Michigan
$511K -$44.1K -841 -8%
Ameriprise
60
Ameriprise
Minnesota
$508K -$79.4K -1,514 -14%
ARC
61
Advisor Resource Council
Texas
$488K +$511K +9,736 New
CWM
62
Cornerstone Wealth Management
Missouri
$477K +$682 +13 +0.2%
BFG
63
Berger Financial Group
Minnesota
$452K
RFN
64
Redwood Financial Network
Ohio
$439K -$178K -3,385 -30%
CA
65
CoreCap Advisors
Michigan
$436K -$188K -3,581 -31%
BFG
66
Bouchey Financial Group
New York
$433K
BHWM
67
Bar Harbor Wealth Management
New Hampshire
$415K -$10.5K -200 -3%
EGA
68
E&G Advisors
Texas
$385K +$2.88K +55 +0.8%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$380K +$1.52K +29 +0.4%
SRA
70
Secured Retirement Advisors
Minnesota
$366K
WCFA
71
Walkner Condon Financial Advisors
Wisconsin
$357K -$19.1K -365 -5%
CGPCS
72
Capital Group Private Client Services
California
$350K -$629 -12 -0.2%
MML Investors Services
73
MML Investors Services
Massachusetts
$300K -$71.1K -1,356 -20%
VCP
74
Verus Capital Partners
Arizona
$296K +$13K +247 +5%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$296K +$315 +6 +0.1%