We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PVI
51
Pine Valley Investments
New Jersey
$1.98M +$15.2K +217 +0.8%
KFP
52
KMG Fiduciary Partners
Ohio
$1.93M +$6.57K +94 +0.3%
CPIG
53
Chicago Partners Investment Group
Illinois
$1.86M +$3.71K +53 +0.2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.84M +$83.4K +1,192 +5%
AA
55
Advisory Alpha
Michigan
$1.7M +$1.75K +25 +0.1%
HFA
56
Hershey Financial Advisers
Pennsylvania
$1.69M -$39.1K -559 -2%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.61M -$73.8K -1,055 -5%
GRP
58
Global Retirement Partners
California
$1.48M -$16.3K -233 -1%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$1.39M +$127K +1,817 +10%
TWP
60
Triad Wealth Partners
Kansas
$1.39M +$694K +9,920 +103%
SMA
61
Seven Mile Advisory
New Jersey
$1.36M +$4.62K +66 +0.3%
AAS
62
Ameritas Advisory Services
Nebraska
$1.34M +$1.33M +18,964 New
LWM
63
LongView Wealth Management
Georgia
$1.28M +$1.24M +17,711 New
GAG
64
GM Advisory Group
New York
$1.2M +$127K +1,813 +12%
SF
65
Summit Financial
New Jersey
$1.13M -$32.7K -467 -3%
BFA
66
Beacon Financial Advisory
Ohio
$1.1M -$137K -1,964 -11%
HA
67
Herold Advisors
New York
$1.1M -$27.3K -390 -2%
BlackRock
68
BlackRock
New York
$1M +$954K +13,645 +2,855%
AWA
69
Arkadios Wealth Advisors
Georgia
$963K -$55.9K -799 -6%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$914K -$629 -9 -0.1%
Stifel Financial
71
Stifel Financial
Missouri
$877K -$2.31K -33 -0.3%
SPIA
72
Steward Partners Investment Advisory
New York
$875K -$16.2K -231 -2%
CF
73
Centaurus Financial
California
$867K +$44.4K +635 +5%
IAS
74
Integrity Advisory Solutions
Texas
$865K +$243K +3,480 +40%
AI
75
Atria Investments
North Carolina
$843K -$629 -9 -0.1%