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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$477K +$148K +2,399 +44%
HA
77
Huntleigh Advisors
Missouri
$477K +$482K +7,797 New
MW
78
Maia Wealth
Colorado
$457K +$446K +7,220 New
NWM
79
Nova Wealth Management
Florida
$450K +$455K +7,356 New
RFN
80
Redwood Financial Network
Ohio
$440K
EGA
81
E&G Advisors
Texas
$432K +$1.54K +25 +0.4%
KG
82
Kilter Group
New York
$427K +$432K +6,984 New
VCP
83
Verus Capital Partners
Arizona
$408K
CIA
84
Concurrent Investment Advisors
Florida
$403K +$407K +6,584 New
CA
85
CGN Advisors
Kansas
$399K
BHWM
86
Bar Harbor Wealth Management
New Hampshire
$393K -$34.4K -556 -8%
CGPCS
87
Capital Group Private Client Services
California
$390K +$185 +3 +0%
PAS
88
Park Avenue Securities
New York
$369K +$119K +1,926 +47%
MOS
89
MGO One Seven
Ohio
$363K -$9.89K -160 -3%
M&T Bank
90
M&T Bank
New York
$362K
IA
91
IFG Advisory
Georgia
$356K +$359K +5,811 New
AP
92
Advisors Preferred
Maryland
$349K +$353K +5,704 New
SRA
93
Secured Retirement Advisors
Minnesota
$322K -$38.5K -623 -11%
PDL
94
Portfolio Design Labs
California
$321K +$324K +5,247 New
OC
95
Optima Capital
Oregon
$320K +$324K +5,238 New
WHG
96
Westwood Holdings Group
Texas
$313K
CA
97
CoreCap Advisors
Michigan
$311K -$94.8K -1,534 -23%
Jane Street
98
Jane Street
New York
$311K +$314K +5,080 New
IA
99
IFS Advisors
Kansas
$310K
AWM
100
Alterna Wealth Management
Texas
$309K +$313K +5,058 New