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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
SJS Investment Consulting
Ohio
$84K
EWM
77
EPG Wealth Management
Georgia
$82K +$144 +3 +0.2%
GWSG
78
GPS Wealth Strategies Group
Colorado
$80K
PP
79
Pacifica Partners
Canada
$72K
Fidelity Investments
80
Fidelity Investments
Massachusetts
$70K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$57K
AWM
82
Accel Wealth Management
Iowa
$55K -$43.1K -900 -44%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$54K
C
84
Covestor
United Kingdom
$46K -$1.96K -41 -4%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$33K
GWM
86
Geneos Wealth Management
Colorado
$33K
AA
87
Ancora Advisors
Ohio
$32K
SIS
88
Sound Income Strategies
Florida
$26K
NFSG
89
Newbridge Financial Services Group
Florida
$24K
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$19K -$44.6K -931 -71%
MCC
91
Money Concepts Capital
Florida
$13K +$13.3K +277 New
RCM
92
Raleigh Capital Management
North Carolina
$12K -$192 -4 -2%
IWM
93
IHT Wealth Management
Illinois
-$14.4M -285,063 Closed
M&T Bank
94
M&T Bank
New York
-$1.55M -30,700 Closed
Goldman Sachs
95
Goldman Sachs
New York
-$1.36M -26,995 Closed
ADL
96
Asset Dedication LLC
California
-$40K -804 Closed
APA
97
American Portfolios Advisors
New York
-$15.2K -301 Closed