We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EP
51
Essential Planning
New Hampshire
$718K -$38K -656 -5%
Rathbones Group
52
Rathbones Group
United Kingdom
$648K -$5.5K -95 -0.9%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$636K -$355K -6,140 -37%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$631K +$694 +12 +0.1%
PCM
55
Parsons Capital Management
Rhode Island
$625K – – –
FCM
56
Family Capital Management
Michigan
$600K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$597K +$10K +173 +2%
Ameriprise
58
Ameriprise
Minnesota
$597K +$40.1K +694 +8%
IFWM
59
Institute for Wealth Management
Colorado
$595K -$38.6K -668 -6%
ARC
60
Advisor Resource Council
Texas
$567K +$546K +9,445 New
MPW
61
Melone Private Wealth
Michigan
$553K -$2.43K -42 -0.5%
Atria Investments
62
Atria Investments
North Carolina
$525K +$115K +1,985 +29%
CWM
63
Cornerstone Wealth Management
Missouri
$519K +$694 +12 +0.1%
BFG
64
Berger Financial Group
Minnesota
$490K – – –
BFG
65
Bouchey Financial Group
New York
$469K – – –
JCIA
66
Jackson Creek Investment Advisors
Colorado
$437K +$421K +7,273 New
Jones Financial Companies
67
Jones Financial Companies
Missouri
$437K +$215K +3,711 +103%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$433K +$10.6K +184 +3%
RFN
69
Redwood Financial Network
Ohio
$432K -$23.8K -411 -5%
EGA
70
E&G Advisors
Texas
$422K +$579 +10 +0.1%
BHWM
71
Bar Harbor Wealth Management
New Hampshire
$419K -$28.9K -500 -7%
BFA
72
Beacon Financial Advisory
Ohio
$416K +$111K +1,917 +38%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$405K -$20.6K -356 -5%
VCP
74
Verus Capital Partners
Arizona
$400K +$32.2K +556 +9%
CoreCap Advisors
75
CoreCap Advisors
Michigan
$397K -$2.26K -39 -0.6%