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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Parsons Capital Management
Rhode Island
$592K -$3.48K -63 -0.6%
FCM
52
Family Capital Management
Michigan
$569K
Fidelity Investments
53
Fidelity Investments
Massachusetts
$556K +$245K +4,437 +83%
MPW
54
Melone Private Wealth
Michigan
$526K +$1.27K +23 +0.2%
Ameriprise
55
Ameriprise
Minnesota
$526K +$3.64K +66 +0.7%
CWM
56
Cornerstone Wealth Management
Missouri
$491K +$773 +14 +0.2%
BFG
57
Berger Financial Group
Minnesota
$464K
BFG
58
Bouchey Financial Group
New York
$444K
RFN
59
Redwood Financial Network
Ohio
$432K -$17.6K -319 -4%
BHWM
60
Bar Harbor Wealth Management
New Hampshire
$426K
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$404K +$13.9K +251 +4%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$400K +$106K +1,927 +38%
EGA
63
E&G Advisors
Texas
$399K +$4.14K +75 +1%
I
64
INVST
Indiana
$389K +$377K +6,834 New
AI
65
Atria Investments
North Carolina
$385K +$373K +6,764 New
CA
66
CoreCap Advisors
Michigan
$379K -$67.4K -1,220 -15%
CGPCS
67
Capital Group Private Client Services
California
$361K +$1.77K +32 +0.5%
SRA
68
Secured Retirement Advisors
Minnesota
$361K -$13.9K -251 -4%
RFG
69
REAP Financial Group
Texas
$360K -$164K -2,968 -32%
VCP
70
Verus Capital Partners
Arizona
$348K +$42.2K +765 +14%
IA
71
IFG Advisory
Georgia
$331K +$321K +5,811 New
WCFA
72
Walkner Condon Financial Advisors
Wisconsin
$329K -$36.9K -669 -10%
MML Investors Services
73
MML Investors Services
Massachusetts
$307K -$1.32K -24 -0.4%
WHG
74
Westwood Holdings Group
Texas
$291K
IA
75
IFS Advisors
Kansas
$288K