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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Herold Advisors
New York
$1.06M -$24.7K -400 -2%
DFP
52
Defined Financial Planning
California
$1.05M +$1.06M +17,220 New
IA
53
Insight Advisors
Pennsylvania
$997K -$571K -9,236 -36%
Osaic Holdings
54
Osaic Holdings
Arizona
$997K +$78.1K +1,264 +8%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$875K +$269K +4,345 +44%
Citigroup
56
Citigroup
New York
$831K +$2.66K +43 +0.3%
QP
57
Quartz Partners
New York
$802K -$5.07K -82 -0.6%
SPIA
58
Steward Partners Investment Advisory
New York
$791K
PIA
59
Perennial Investment Advisors
California
$765K +$772K +12,498 New
Stifel Financial
60
Stifel Financial
Missouri
$748K -$4.88K -79 -0.6%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$694K +$256K +4,143 +57%
RG
62
Rathbones Group
United Kingdom
$660K
PCM
63
Parsons Capital Management
Rhode Island
$619K -$18.2K -295 -3%
FCM
64
Family Capital Management
Michigan
$612K
IFWM
65
Institute for Wealth Management
Colorado
$606K
BFA
66
Beacon Financial Advisory
Ohio
$603K +$181K +2,929 +42%
Ameriprise
67
Ameriprise
Minnesota
$573K -$35.6K -576 -6%
MPW
68
Melone Private Wealth
Michigan
$561K -$2.6K -42 -0.5%
JCIA
69
Jackson Creek Investment Advisors
Colorado
$540K +$95.9K +1,552 +21%
PFBT
70
Parkside Financial Bank & Trust
Missouri
$539K +$545K +8,816 New
Jones Financial Companies
71
Jones Financial Companies
Missouri
$524K +$77K +1,246 +17%
CWM
72
Cornerstone Wealth Management
Missouri
$519K -$9.95K -161 -2%
BFG
73
Berger Financial Group
Minnesota
$499K
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$489K +$77K +1,246 +18%
BFG
75
Bouchey Financial Group
New York
$478K