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WisdomTree US LargeCap Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
101
Geneos Wealth Management
Englewood,
Colorado
| $18.3K | – | – | – |
|
102
Citigroup
New York
| $16.8K | +$1.75K | +37 | +11% |
|
|
C
103
Covestor
London,
United Kingdom
| $15K | -$756 | -16 | -5% |
|
|
AWA
104
Authentikos Wealth Advisory
Morgan Hill,
California
| $12.1K | +$12.5K | +264 | New |
|
|
BTI
105
Blue Trust Inc
Alpharetta,
Georgia
| $11K | +$10.7K | +227 | New |
|
|
LWANC
106
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $10K | – | – | – |
|
|
IPW
107
Impact Partnership Wealth
Marietta,
Georgia
| $4.58K | +$4.72K | +100 | New |
|
|
PA
108
PSI Advisors
Tampa,
Florida
| $1.33K | – | – | – |
|
|
DLIC
109
Daido Life Insurance Company
Osaka,
Japan
| – | -$25.7M | -549,372 | Closed |
|
|
T
110
TRUADVICE
Sarasota,
Florida
| – | -$878K | -18,486 | Closed |
|