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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$490K +$223K +2,950 +88%
BAM
102
Belpointe Asset Management
Nevada
$474K +$94.2K +1,244 +26%
IA
103
IFG Advisory
Georgia
$462K +$450K +5,936 New
First Trust Advisors
104
First Trust Advisors
Illinois
$435K – – –
WS
105
Wedbush Securities
California
$422K +$54.2K +715 +15%
Truist Financial
106
Truist Financial
North Carolina
$419K -$20.9K -276 -5%
OC
107
Optima Capital
Oregon
$416K +$6.44K +85 +2%
IWC
108
Integrated Wealth Concepts
Massachusetts
$408K +$54.8K +723 +16%
SFC
109
Strategic Financial Concepts
Texas
$407K -$11.4K -150 -3%
NA
110
NewEdge Advisors
Louisiana
$394K +$909 +12 +0.2%
MML Investors Services
111
MML Investors Services
Massachusetts
$388K +$74.5K +983 +25%
WHG
112
Westwood Holdings Group
Texas
$386K – – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$385K +$81.1K +1,071 +28%
IA
114
IFS Advisors
Kansas
$373K -$6.06K -80 -2%
FFN
115
Focus Financial Network
Minnesota
$372K +$5.23K +69 +1%
BHWM
116
Bar Harbor Wealth Management
New Hampshire
$367K – – –
ARC
117
Advisor Resource Council
Texas
$343K -$1.29K -17 -0.4%
ATS
118
Ashton Thomas Securities
New York
$341K – – –
FFA
119
Founders Financial Alliance
North Carolina
$337K +$2.04K +27 +0.6%
PAS
120
Park Avenue Securities
New York
$335K +$25.5K +337 +8%
ASN
121
Advisory Services Network
Georgia
$329K – – –
CA
122
CGN Advisors
Kansas
$327K – – –
Cerity Partners
123
Cerity Partners
New York
$324K – – –
Corient Private Wealth
124
Corient Private Wealth
Florida
$323K -$1.44K -19 -0.5%
CA
125
CoreCap Advisors
Michigan
$322K +$303 +4 +0.1%