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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CGN Advisors
Kansas
$391K +$123K +2,130 +49%
Capital Group Private Client Services
77
Capital Group Private Client Services
California
$383K +$926 +16 +0.3%
MGO One Seven
78
MGO One Seven
Ohio
$366K +$352K +6,092 New
M&T Bank
79
M&T Bank
New York
$356K +$343K +5,925 New
SRA
80
Secured Retirement Advisors
Minnesota
$354K -$26.8K -463 -7%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$332K -$14.8K -256 -4%
RFG
82
REAP Financial Group
Texas
$330K -$47.7K -824 -13%
Integrated Wealth Concepts
83
Integrated Wealth Concepts
Massachusetts
$324K +$61.3K +1,059 +24%
Westwood Holdings Group
84
Westwood Holdings Group
Texas
$307K – – –
IA
85
IFS Advisors
Kansas
$304K – – –
Old National Bancorp
86
Old National Bancorp
Indiana
$278K – – –
MML Investors Services
87
MML Investors Services
Massachusetts
$275K -$47K -812 -15%
Corient Private Wealth
88
Corient Private Wealth
Florida
$270K +$38.8K +671 +18%
Old Mission Capital
89
Old Mission Capital
Illinois
$270K +$260K +4,496 New
Park Avenue Securities
90
Park Avenue Securities
New York
$247K +$238K +4,110 New
MWP
91
Moller Wealth Partners
$224K – – –
CM
92
Capital Management
Virginia
$219K – – –
PWLP
93
Prio Wealth Limited Partnership
Massachusetts
$216K – – –
UMB Bank
94
UMB Bank
Missouri
$211K – – –
Sanctuary Advisors
95
Sanctuary Advisors
Indiana
$207K +$190K +3,291 New
NS
96
NBC Securities
Alabama
$180K +$40.2K +695 +30%
NorthRock Partners
97
NorthRock Partners
Minnesota
$152K +$146K +2,531 New
CFD
98
Creative Financial Designs
Indiana
$123K -$25.2K -435 -17%
SIC
99
SJS Investment Consulting
Ohio
$104K – – –
CT
100
Coastline Trust
Rhode Island
$82.9K +$79.8K +1,380 New