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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
151
Allworth Financial
California
$54.9K – – –
Geneos Wealth Management
152
Geneos Wealth Management
Colorado
$43.6K – – –
AP
153
Advisors Preferred
Maryland
$42.4K -$9.55K -135 -18%
PTC
154
Private Trust Company
Ohio
$39.8K +$41.4K +585 New
MAI Capital Management
155
MAI Capital Management
Ohio
$32.8K – – –
MFP
156
Meramec Financial Planners
Missouri
$28.9K +$27.6K +390 New
Bessemer Group
157
Bessemer Group
New Jersey
$25K +$25.8K +365 New
MB
158
MidFirst Bank
Oklahoma
$16.8K -$2.41K -34 -12%
Arax Advisory Partners
159
Arax Advisory Partners
Colorado
$15.7K +$1.42K +20 +9%
TCM
160
Triumph Capital Management
Colorado
$13.6K – – –
C
161
Covestor
United Kingdom
$13K +$6.51K +92 +96%
Vanguard Advisers Inc
162
Vanguard Advisers Inc
Pennsylvania
$9.48K +$9.84K +139 New
Smartleaf Asset Management
163
Smartleaf Asset Management
Massachusetts
$8.76K – – –
Franklin Resources
164
Franklin Resources
California
$7.15K +$7.43K +105 New
Spire Wealth Management
165
Spire Wealth Management
Virginia
$6.81K – – –
Blue Trust Inc
166
Blue Trust Inc
Georgia
$5.52K – – –
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$4.43K -$3.25K -46 -41%
MSG
168
Main Street Group
Virginia
$3.41K +$3.54K +50 New
SWM
169
SHP Wealth Management
Massachusetts
$3.06K – – –
DWM
170
Darwin Wealth Management
Florida
$2.38K – – –
AssetMark Inc
171
AssetMark Inc
California
$817 – – –
Mather Group
172
Mather Group
Illinois
$613 +$637 +9 New
RFS
173
Retirement Financial Solutions
Tennessee
– -$5.79M -81,652 Closed
PSCM
174
Per Stirling Capital Management
Texas
– -$5.08M -71,654 Closed
Jane Street
175
Jane Street
New York
– -$2.2M -31,102 Closed