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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
126
Moller Wealth Partners
$290K
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$289K -$25K -330 -8%
NS
128
NBC Securities
Alabama
$289K +$7.12K +94 +3%
MA
129
Mutual Advisors
Nebraska
$278K
WCFA
130
Walkner Condon Financial Advisors
Wisconsin
$276K
UB
131
UMB Bank
Missouri
$274K
AWM
132
Axxcess Wealth Management
California
$271K -$530 -7 -0.2%
LGG
133
Luts & Greenleigh Group
Maryland
$269K
JIC
134
Johnson Investment Counsel
Ohio
$267K +$379 +5 +0.1%
EWA
135
EP Wealth Advisors
California
$265K +$258K +3,412 New
FFA
136
Farther Finance Advisors
California
$255K -$833 -11 -0.3%
SRA
137
Secured Retirement Advisors
Minnesota
$240K
AWM
138
Apollon Wealth Management
South Carolina
$232K
PWA
139
Peterson Wealth Advisors
Utah
$226K +$220K +2,905 New
Jane Street
140
Jane Street
New York
$219K +$213K +2,818 New
SAW
141
Signal Advisors Wealth
Michigan
$216K -$35.7K -471 -14%
RWB
142
RMR Wealth Builders
New Jersey
$210K +$204K +2,694 New
IAS
143
IMA Advisory Services
Colorado
$173K +$169K +2,226 New
NWM
144
Nova Wealth Management
Florida
$159K -$12.8K -169 -8%
BIAS
145
Beacon Investment Advisory Services
New Jersey
$152K
SIC
146
SJS Investment Consulting
Ohio
$134K
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$101K +$98.5K +1,300 New
CT
148
Coastline Trust
Rhode Island
$95.7K
GWM
149
Geneos Wealth Management
Colorado
$84.8K +$34.1K +450 +70%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$78.6K