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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.6M +$35K +587 +2%
AA
52
Advisory Alpha
Michigan
$1.55M -$7.82K -131 -0.5%
Citigroup
53
Citigroup
New York
$1.46M +$589K +9,877 +76%
GRP
54
Global Retirement Partners
California
$1.35M +$1.26M +21,110 New
BFA
55
Beacon Financial Advisory
Ohio
$1.3M -$202K -3,387 -14%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$1.28M +$360K +6,028 +43%
GAG
57
GM Advisory Group
New York
$1.11M -$207K -3,463 -17%
HA
58
Herold Advisors
New York
$1.11M
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$109K -1,832 -10%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.01M -$89.2K -1,495 -9%
EH
61
Equitable Holdings
New York
$917K -$208K -3,492 -20%
AWA
62
Arkadios Wealth Advisors
Georgia
$876K +$16.1K +270 +2%
SPIA
63
Steward Partners Investment Advisory
New York
$801K -$16.8K -281 -2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$797K -$2.97M -49,758 -80%
Stifel Financial
65
Stifel Financial
Missouri
$774K -$6.33K -106 -0.9%
CF
66
Centaurus Financial
California
$740K +$690K +11,563 New
SF
67
Seek First
California
$701K +$2.39K +40 +0.4%
EP
68
Essential Planning
New Hampshire
$699K +$60 +1 +0%
RG
69
Rathbones Group
United Kingdom
$691K
OP
70
ORG Partners
Indiana
$686K -$21.4K -359 -3%
Ameriprise
71
Ameriprise
Minnesota
$673K -$3.58K -60 -0.6%
QP
72
Quartz Partners
New York
$667K -$1.97K -33 -0.3%
FCM
73
Family Capital Management
Michigan
$640K
IFWM
74
Institute for Wealth Management
Colorado
$634K
PCM
75
Parsons Capital Management
Rhode Island
$604K -$29.5K -495 -5%