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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
151
Creative Financial Designs
Indiana
$77.3K
KG
152
Kilter Group
New York
$72.6K
AA
153
Ancora Advisors
Ohio
$65K
AF
154
Allworth Financial
California
$62.7K
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$52K +$50.6K +668 New
RFG
156
REAP Financial Group
Texas
$48.8K -$77.5K -1,023 -62%
PTC
157
Private Trust Company
Ohio
$45.5K
APFP
158
Action Point Financial Planning
Michigan
$39.4K +$38.4K +507 New
MFP
159
Meramec Financial Planners
Missouri
$30.3K +$76 +1 +0.3%
VR
160
Vision Retirement
New Jersey
$26.6K +$25.9K +342 New
MB
161
MidFirst Bank
Oklahoma
$19.1K
C
162
Covestor
United Kingdom
$18K +$3.03K +40 +21%
AAP
163
Arax Advisory Partners
Colorado
$18K
TCM
164
Triumph Capital Management
Colorado
$15.6K
Vanguard Advisers Inc
165
Vanguard Advisers Inc
Pennsylvania
$10.8K
SAM
166
Smartleaf Asset Management
Massachusetts
$10.2K
PS
167
Planning Strategies
Pennsylvania
$9.18K +$8.94K +118 New
Franklin Resources
168
Franklin Resources
California
$8.17K
SWM
169
Spire Wealth Management
Virginia
$7.78K
BTI
170
Blue Trust Inc
Georgia
$6.3K
MSG
171
Main Street Group
Virginia
$3.89K
SWM
172
SHP Wealth Management
Massachusetts
$3.5K
DWM
173
Darwin Wealth Management
Florida
$2.72K
MG
174
Mather Group
Illinois
$700
WA
175
Win Advisors
Florida
-$8.76M -128,568 Closed