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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
76
Triad Wealth Partners
Kansas
$666K +$643K +9,667 New
AE Wealth Management
77
AE Wealth Management
Kansas
$637K +$586K +8,810 +2,058%
PCM
78
Parsons Capital Management
Rhode Island
$628K -$21.5K -324 -3%
MPW
79
Melone Private Wealth
Michigan
$614K -$6.58K -99 -1%
PFBT
80
Parkside Financial Bank & Trust
Missouri
$608K – – –
IAS
81
Integrity Advisory Solutions
Texas
$601K +$580K +8,721 New
M1FG
82
Mach-1 Financial Group
Arkansas
$601K +$580K +8,721 New
BAMG
83
Brand Asset Management Group
Missouri
$600K +$579K +8,706 New
CWM
84
Cornerstone Wealth Management
Missouri
$599K +$11.7K +176 +2%
IFWM
85
Institute for Wealth Management
Colorado
$591K -$88.8K -1,335 -13%
VCP
86
Verus Capital Partners
Arizona
$580K +$15.2K +229 +3%
BFG
87
Berger Financial Group
Minnesota
$560K – – –
BFG
88
Bouchey Financial Group
New York
$539K – – –
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$513K +$45.7K +687 +10%
EGA
90
E&G Advisors
Texas
$502K +$3.32K +50 +0.7%
KG
91
Kilter Group
New York
$498K +$199 +3 +0%
SL
92
SWMG LLC
Texas
$468K +$153K +2,301 +51%
NS
93
NBC Securities
Alabama
$465K -$3.46K -52 -0.8%
RFN
94
Redwood Financial Network
Ohio
$463K -$31.7K -477 -7%
NewEdge Advisors
95
NewEdge Advisors
Louisiana
$441K -$19.1K -287 -4%
Capital Group Private Client Services
96
Capital Group Private Client Services
California
$440K -$399 -6 -0.1%
KLI
97
Kelman-Lazarov Inc
Tennessee
$413K +$399K +5,997 New
IFG Advisory
98
IFG Advisory
Georgia
$409K +$7.71K +116 +2%
M&T Bank
99
M&T Bank
New York
$408K – – –
BHWM
100
Bar Harbor Wealth Management
New Hampshire
$394K – – –