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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
126
BlackRock
New York
$56.7K -$21.2K -343 -26%
BCWM
127
Bartlett & Co Wealth Management
Ohio
$55.7K +$58.1K +939 New
CCM
128
Coldstream Capital Management
Washington
$54.3K +$56.7K +916 New
PTC
129
Private Trust Company
Ohio
$49.7K +$51.9K +839 New
AA
130
Ancora Advisors
Ohio
$49.5K – – –
SFGP
131
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$44.5K – – –
TSMHT
132
Thurston Springer Miller Herd & Titak
Indiana
$28.4K +$29.6K +478 New
GWM
133
Geneos Wealth Management
Colorado
$23.7K -$39.7K -641 -62%
PS
134
Principal Securities
Iowa
$17.5K – – –
T
135
Transce3nd
Texas
$15.9K – – –
AP
136
Advisors Preferred
Maryland
$12.5K -$340K -5,493 -96%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$8.43K – – –
SAM
138
Smartleaf Asset Management
Massachusetts
$7.59K +$1.55K +25 +24%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$7.35K -$1.49K -24 -16%
C
140
Covestor
United Kingdom
$6K +$804 +13 +14%
SWM
141
Spire Wealth Management
Virginia
$5.93K – – –
BTI
142
Blue Trust Inc
Georgia
$4.8K – – –
MSG
143
Main Street Group
Virginia
$2.96K +$3.09K +50 New
DWM
144
Darwin Wealth Management
Florida
$2.14K – – –
PA
145
PSI Advisors
Florida
$1.72K – – –
AWM
146
AE Wealth Management
Kansas
$830 – – –
MG
147
Mather Group
Illinois
$534 – – –
WWM
148
Western Wealth Management
Colorado
– -$4M -65,357 Closed
TRCT
149
Tower Research Capital (TRC)
New York
– -$2.49M -40,779 Closed
Two Sigma Investments
150
Two Sigma Investments
New York
– -$2.07M -33,800 Closed