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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
101
Independent Advisor Alliance
North Carolina
$308K +$311K +5,034 New
ONB
102
Old National Bancorp
Indiana
$283K
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$274K +$276K +4,471 New
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$268K -$70.6K -1,142 -21%
BWP
105
Baldwin Wealth Partners
Massachusetts
$261K -$1.96M -31,666 -88%
RFG
106
REAP Financial Group
Texas
$256K -$81.8K -1,323 -24%
AA
107
Armis Advisers
Georgia
$256K +$258K +4,181 New
MML Investors Services
108
MML Investors Services
Massachusetts
$233K -$47.5K -769 -17%
MWP
109
Moller Wealth Partners
$228K
Corient Private Wealth
110
Corient Private Wealth
Florida
$226K -$49.6K -803 -18%
ASN
111
Advisory Services Network
Georgia
$225K +$227K +3,679 New
OP
112
ORG Partners
Indiana
$224K +$226K +3,656 New
UB
113
UMB Bank
Missouri
$215K
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$212K +$214K +3,464 New
SA
115
Sanctuary Advisors
Indiana
$210K
CM
116
Capital Management
Virginia
$210K -$14.2K -230 -6%
NP
117
NorthRock Partners
Minnesota
$155K
FFA
118
Founders Financial Alliance
North Carolina
$112K +$113K +1,835 New
CFD
119
Creative Financial Designs
Indiana
$110K -$15.7K -254 -12%
SIC
120
SJS Investment Consulting
Ohio
$106K
CT
121
Coastline Trust
Rhode Island
$84.4K
GWSG
122
GPS Wealth Strategies Group
Colorado
$84.1K
EWM
123
EPG Wealth Management
Georgia
$83.9K +$247 +4 +0.3%
BlackRock
124
BlackRock
New York
$79.5K +$80.3K +1,300 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$72.1K