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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$22.2K – – –
AF
102
Allworth Financial
California
$21.3K – – –
ACA
103
Aptus Capital Advisors
Alabama
$20.5K – – –
Jones Financial Companies
104
Jones Financial Companies
Missouri
$20.5K +$19.4K +370 New
PS
105
Principal Securities
Iowa
$15.8K – – –
SAM
106
Smartleaf Asset Management
Massachusetts
$14.9K -$3.15M -60,117 -100%
LWANC
107
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.1K – – –
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$8.86K +$8.39K +160 New
C
109
Covestor
United Kingdom
$5K -$7.29K -139 -59%
BTI
110
Blue Trust Inc
Georgia
$4.49K +$4.25K +81 New
PA
111
PSI Advisors
Florida
$1.61K – – –
MG
112
Mather Group
Illinois
$451 +$472 +9 New
RA
113
RFG Advisory
Alabama
– -$1.28M -25,548 Closed
FA
114
FSA Advisors
Michigan
– -$529K -10,558 Closed
AWM
115
AE Wealth Management
Kansas
– -$381K -7,399 Closed
MA
116
Mezzasalma Advisors
New Jersey
– -$314K -6,266 Closed
Goldman Sachs
117
Goldman Sachs
New York
– -$303K -6,051 Closed
IA
118
IFG Advisory
Georgia
– -$289K -5,767 Closed
BJL
119
Brighton Jones LLC
Washington
– -$255K -5,079 Closed
KeyBank National Association
120
KeyBank National Association
Ohio
– -$229K -4,572 Closed
S
121
Syntrinsic
Colorado
– -$215K -4,299 Closed
PAS
122
Park Avenue Securities
New York
– -$206K -4,105 Closed
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
– -$11K -219 Closed