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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$1.87M -$61.6K -870 -3%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.78M +$13.9K +197 +0.8%
KFP
53
KMG Fiduciary Partners
Ohio
$1.71M -$147K -2,080 -8%
AA
54
Advisory Alpha
Michigan
$1.61M -$27.3K -386 -2%
DWP
55
Daymark Wealth Partners
Ohio
$1.59M +$1.66M +23,399 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.48M +$621K +8,775 +68%
UBS AM
57
UBS AM
Illinois
$1.43M +$1.49M +21,044 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$1.29M -$43K -608 -3%
GAG
59
GM Advisory Group
New York
$1.21M +$53.2K +752 +4%
AAS
60
Ameritas Advisory Services
Nebraska
$1.15M -$147K -2,074 -11%
HP
61
Holistic Planning
Texas
$1.03M +$389K +5,495 +57%
HA
62
Herold Advisors
New York
$986K -$70.8K -1,000 -6%
BFA
63
Beacon Financial Advisory
Ohio
$980K -$81.7K -1,155 -7%
IAS
64
Integrity Advisory Solutions
Texas
$977K +$152K +2,144 +18%
BlackRock
65
BlackRock
New York
$962K
Citadel Advisors
66
Citadel Advisors
Florida
$958K +$573K +8,096 +136%
SF
67
Summit Financial
New Jersey
$910K -$187K -2,638 -16%
SPIA
68
Steward Partners Investment Advisory
New York
$826K -$15.8K -223 -2%
CF
69
Centaurus Financial
California
$821K -$13K -184 -2%
AWA
70
Arkadios Wealth Advisors
Georgia
$820K -$110K -1,552 -11%
AI
71
Atria Investments
North Carolina
$793K -$18.3K -258 -2%
TWP
72
Triad Wealth Partners
Kansas
$767K -$589K -8,319 -42%
CIA
73
Concurrent Investment Advisors
Florida
$752K -$1.73M -24,425 -69%
Mariner
74
Mariner
Kansas
$746K +$2.33K +33 +0.3%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$732K -$827K -11,688 -52%