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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$304K -$10.8K -142 -4%
MWP
127
Moller Wealth Partners
$290K – – –
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$289K -$25K -330 -8%
NS
129
NBC Securities
Alabama
$289K +$7.12K +94 +3%
MA
130
Mutual Advisors
Nebraska
$278K – – –
WCFA
131
Walkner Condon Financial Advisors
Wisconsin
$276K – – –
UB
132
UMB Bank
Missouri
$274K – – –
AWM
133
Axxcess Wealth Management
California
$271K -$530 -7 -0.2%
LGG
134
Luts & Greenleigh Group
Maryland
$269K – – –
JIC
135
Johnson Investment Counsel
Ohio
$267K +$379 +5 +0.1%
EWA
136
EP Wealth Advisors
California
$265K +$258K +3,412 New
FFA
137
Farther Finance Advisors
California
$255K -$833 -11 -0.3%
SRA
138
Secured Retirement Advisors
Minnesota
$240K – – –
AWM
139
Apollon Wealth Management
South Carolina
$232K – – –
PWA
140
Peterson Wealth Advisors
Utah
$226K +$220K +2,905 New
Jane Street
141
Jane Street
New York
$219K +$213K +2,818 New
SAW
142
Signal Advisors Wealth
Michigan
$216K -$35.7K -471 -14%
RWB
143
RMR Wealth Builders
New Jersey
$210K +$204K +2,694 New
IAS
144
IMA Advisory Services
Colorado
$173K +$169K +2,226 New
NWM
145
Nova Wealth Management
Florida
$159K -$12.8K -169 -8%
BIAS
146
Beacon Investment Advisory Services
New Jersey
$152K – – –
SIC
147
SJS Investment Consulting
Ohio
$134K – – –
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$101K +$98.5K +1,300 New
CT
149
Coastline Trust
Rhode Island
$95.7K – – –
GWM
150
Geneos Wealth Management
Colorado
$84.8K +$34.1K +450 +70%