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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Beacon Financial Advisory
Ohio
$285K +$276K +5,008 New
ONB
77
Old National Bancorp
Indiana
$263K
CA
78
CGN Advisors
Kansas
$250K
IWC
79
Integrated Wealth Concepts
Massachusetts
$247K
Corient Private Wealth
80
Corient Private Wealth
Florida
$218K +$9.16K +166 +5%
MWP
81
Moller Wealth Partners
$212K -$25.6K -464 -11%
CM
82
Capital Management
Virginia
$208K -$1.38K -25 -0.7%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$205K +$178K +3,232 +874%
PWLP
84
Prio Wealth Limited Partnership
Massachusetts
$205K +$199K +3,602 New
UB
85
UMB Bank
Missouri
$200K
CFD
86
Creative Financial Designs
Indiana
$142K +$5.52K +100 +4%
NS
87
NBC Securities
Alabama
$131K -$5.91K -107 -4%
Citigroup
88
Citigroup
New York
$99.3K +$1.88K +34 +2%
SIC
89
SJS Investment Consulting
Ohio
$98.2K
GWSG
90
GPS Wealth Strategies Group
Colorado
$78.2K
EWM
91
EPG Wealth Management
Georgia
$77.6K -$75.1K -1,360 Closed
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$67.1K
GWM
93
Geneos Wealth Management
Colorado
$59.2K +$35.4K +641 +160%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$51.4K
IAIM
95
International Assets Investment Management
Florida
$50.7K +$49.2K +891 New
AA
96
Ancora Advisors
Ohio
$37.5K
SS
97
Sunbelt Securities
Texas
$33.7K +$166 +3 +0.5%
SIS
98
Sound Income Strategies
Florida
$30.5K
AF
99
Allworth Financial
California
$22.1K
PS
100
Principal Securities
Iowa
$16.3K