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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$275K +$287K +4,645 New
FPCP
102
Fort Point Capital Partners
California
$274K +$286K +4,630 New
ONB
103
Old National Bancorp
Indiana
$274K
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$265K
CA
105
CGN Advisors
Kansas
$257K -$135K -2,178 -33%
WCFA
106
Walkner Condon Financial Advisors
Wisconsin
$252K -$8.42K -136 -3%
SW
107
Simplicity Wealth
New Jersey
$249K +$260K +4,204 New
ASN
108
Advisory Services Network
Georgia
$233K +$15.8K +256 +7%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$230K +$167K +2,693 +228%
MWP
110
Moller Wealth Partners
$221K
Corient Private Wealth
111
Corient Private Wealth
Florida
$219K
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$211K +$6K +97 +3%
UB
113
UMB Bank
Missouri
$208K
AWM
114
Axxcess Wealth Management
California
$208K +$217K +3,512 New
CM
115
Capital Management
Virginia
$203K
RFG
116
REAP Financial Group
Texas
$179K -$72.3K -1,168 -28%
FFA
117
Founders Financial Alliance
North Carolina
$175K +$69.6K +1,124 +61%
NP
118
NorthRock Partners
Minnesota
$153K +$3.28K +53 +2%
AF
119
Allworth Financial
California
$108K +$52.7K +851 +83%
SIC
120
SJS Investment Consulting
Ohio
$102K
CT
121
Coastline Trust
Rhode Island
$81.8K
GWSG
122
GPS Wealth Strategies Group
Colorado
$81.5K
CFD
123
Creative Financial Designs
Indiana
$69.7K -$38.7K -626 -35%
MCM
124
MAI Capital Management
Ohio
$60.6K
Comerica Bank
125
Comerica Bank
Texas
$59.9K