EPS icon

WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
126
Allworth Financial
California
$65.3K +$39.9K +645 +168%
Geneos Wealth Management
127
Geneos Wealth Management
Colorado
$63.7K – – –
MAI Capital Management
128
MAI Capital Management
Ohio
$62.6K +$63.2K +1,023 New
Comerica Bank
129
Comerica Bank
Texas
$61.9K – – –
Ancora Advisors
130
Ancora Advisors
Ohio
$51.1K – – –
SFGP
131
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$45.9K +$46.4K +750 New
Principal Securities
132
Principal Securities
Iowa
$17.5K – – –
T
133
Transce3nd
Texas
$16.4K +$16.6K +268 New
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$9.86K – – –
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$9.05K -$1.61K -26 -15%
Smartleaf Asset Management
136
Smartleaf Asset Management
Massachusetts
$6.44K – – –
Spire Wealth Management
137
Spire Wealth Management
Virginia
$6.12K – – –
C
138
Covestor
United Kingdom
$6K +$989 +16 +21%
Blue Trust Inc
139
Blue Trust Inc
Georgia
$4.96K – – –
DWM
140
Darwin Wealth Management
Florida
$2.14K – – –
PA
141
PSI Advisors
Florida
$1.77K – – –
AE Wealth Management
142
AE Wealth Management
Kansas
$857 +$865 +14 New
Mather Group
143
Mather Group
Illinois
$551 – – –
NS
144
NBC Securities
Alabama
$201 -$186K -3,004 -100%
WA
145
Win Advisors
Florida
– -$1.75M -29,144 Closed
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
– -$631K -10,587 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
– -$636K -10,587 Closed
ARC
148
Advisor Resource Council
Texas
– -$567K -9,445 Closed
Old Mission Capital
149
Old Mission Capital
Illinois
– -$270K -4,496 Closed