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WisdomTree US LargeCap Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFP
151
Defined Financial Planning
San Rafael,
California
| – | -$1.05M | -17,220 | Closed |
|
152
Park Avenue Securities
New York
| – | -$369K | -6,036 | Closed |
|
|
PDL
153
Portfolio Design Labs
Encino,
California
| – | -$321K | -5,247 | Closed |
|
|
AWM
154
Alterna Wealth Management
Houston,
Texas
| – | -$309K | -5,058 | Closed |
|
155
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$308K | -5,034 | Closed |
|
|
BWP
156
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$261K | -4,261 | Closed |
|
|
AA
157
Armis Advisers
Atlanta,
Georgia
| – | -$256K | -4,181 | Closed |
|
158
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$210K | -3,291 | Closed |
|
|
EWM
159
EPG Wealth Management
Atlanta,
Georgia
| – | -$83.9K | -1,371 | Closed |
|