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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
101
GPS Wealth Strategies Group
Colorado
$82.6K – – –
EWM
102
EPG Wealth Management
Georgia
$82.1K +$79.1K +1,367 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$70.8K – – –
Geneos Wealth Management
104
Geneos Wealth Management
Colorado
$62.5K – – –
Comerica Bank
105
Comerica Bank
Texas
$60.7K +$58.5K +1,011 New
Ancora Advisors
106
Ancora Advisors
Ohio
$50.1K +$10.1K +175 +27%
Allworth Financial
107
Allworth Financial
California
$23.1K – – –
Principal Securities
108
Principal Securities
Iowa
$17.2K – – –
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$10.4K – – –
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$9.61K – – –
Smartleaf Asset Management
111
Smartleaf Asset Management
Massachusetts
$6.27K -$7.46K -129 -55%
Spire Wealth Management
112
Spire Wealth Management
Virginia
$6K +$5.79K +100 New
C
113
Covestor
United Kingdom
$5K -$1.27K -22 -23%
Blue Trust Inc
114
Blue Trust Inc
Georgia
$4.61K – – –
DWM
115
Darwin Wealth Management
Florida
$2.1K +$2.02K +35 New
PA
116
PSI Advisors
Florida
$1.74K – – –
Mather Group
117
Mather Group
Illinois
$540 – – –
I
118
INVST
Indiana
– -$389K -6,834 Closed
IFG Advisory
119
IFG Advisory
Georgia
– -$331K -5,811 Closed
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
– -$51.4K -900 Closed
IAIM
121
International Assets Investment Management
Florida
– -$50.7K -891 Closed
SS
122
Sunbelt Securities
Texas
– -$33.7K -593 Closed
SIS
123
Sound Income Strategies
Florida
– -$30.5K -536 Closed
JGIA
124
Jackson Grant Investment Advisers
Connecticut
– -$13K -228 Closed
AssetMark Inc
125
AssetMark Inc
California
– -$9.1K -160 Closed