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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFS Advisors
Kansas
$211K – – –
RWB
77
RMR Wealth Builders
New Jersey
$205K +$206K +4,942 New
PTC
78
Private Trust Company
Ohio
$196K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$152K -$8.32K -200 -5%
UMB Bank
80
UMB Bank
Missouri
$146K – – –
CFD
81
Creative Financial Designs
Indiana
$106K -$4.87K -117 -4%
SIC
82
SJS Investment Consulting
Ohio
$72.6K – – –
EWM
83
EPG Wealth Management
Georgia
$71.4K +$208 +5 +0.3%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$60.1K – – –
Harbour Investments
85
Harbour Investments
Wisconsin
$49.8K -$6.53K -157 -12%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$49K – – –
WA
87
Win Advisors
Florida
$48.4K -$10.9K -262 -18%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$48.3K +$18.4K +442 +61%
AWM
89
Accel Wealth Management
Iowa
$48K +$250 +6 +0.5%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$47.2K – – –
Geneos Wealth Management
91
Geneos Wealth Management
Colorado
$29.1K – – –
Ancora Advisors
92
Ancora Advisors
Ohio
$27K – – –
SIS
93
Sound Income Strategies
Florida
$22.3K – – –
C
94
Covestor
United Kingdom
$21K -$915 -22 -4%
Citigroup
95
Citigroup
New York
$13.4K +$13.4K +323 New
NFSG
96
Newbridge Financial Services Group
Florida
$11.8K +$499 +12 +4%
MCI
97
MRP Capital Investments
Georgia
$8.32K +$8.32K +200 New
MSCM
98
McElhenny Sheffield Capital Management
Texas
$2.91K +$2.91K +70 New
MCC
99
Money Concepts Capital
Florida
$1.91K -$5.29K -127 -73%
PA
100
PSI Advisors
Florida
$1.21K -$10.6K -254 -90%