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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EP
76
Essential Planning
New Hampshire
$710K +$71 +1 +0%
FCM
77
Family Capital Management
Michigan
$681K
QP
78
Quartz Partners
New York
$630K -$67.1K -948 -9%
PCM
79
Parsons Capital Management
Rhode Island
$610K -$4.95K -70 -0.8%
PFBT
80
Parkside Financial Bank & Trust
Missouri
$600K
VCP
81
Verus Capital Partners
Arizona
$600K +$11.4K +161 +2%
SF
82
Seek First
California
$598K -$64K -904 -9%
MPW
83
Melone Private Wealth
Michigan
$597K +$71 +1 +0%
CWM
84
Cornerstone Wealth Management
Missouri
$593K +$708 +10 +0.1%
AQR Capital Management
85
AQR Capital Management
Connecticut
$588K +$611K +8,637 New
IFWM
86
Institute for Wealth Management
Colorado
$584K
Stifel Financial
87
Stifel Financial
Missouri
$571K -$282K -3,990 -32%
BFG
88
Bouchey Financial Group
New York
$557K
BFG
89
Berger Financial Group
Minnesota
$554K +$495 +7 +0.1%
BAMG
90
Brand Asset Management Group
Missouri
$538K -$34.3K -485 -6%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$534K -$5.74M -81,179 -91%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$520K +$13.7K +193 +3%
EGA
93
E&G Advisors
Texas
$504K
SL
94
SWMG LLC
Texas
$468K +$1.7K +24 +0.4%
RFN
95
Redwood Financial Network
Ohio
$456K
KLI
96
Kelman-Lazarov Inc
Tennessee
$442K +$184K +2,598 +67%
WWM
97
Western Wealth Management
Colorado
$441K +$458K +6,477 New
CGPCS
98
Capital Group Private Client Services
California
$437K +$920 +13 +0.2%
IPAM
99
Investment Partners Asset Management
New Jersey
$434K +$451K +6,372 New
Truist Financial
100
Truist Financial
North Carolina
$404K +$400K +5,659 New