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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.12M +$1.79M +84,255 +56%
PI
2
Placemark Investments
Illinois
$3.79M -$9.26K -435 -0.2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.35M +$2.64M +124,092 +426%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.69M +$5.36K +252 +0.2%
LPL Financial
5
LPL Financial
California
$2.33M -$221K -10,386 -9%
MWP
6
Moller Wealth Partners
$1.63M -$4.98K -234 -0.3%
WA
7
WFG Advisors
Texas
$1.1M +$50.4K +2,367 +5%
MWP
8
MYCIO Wealth Partners
Pennsylvania
$1M +$6.58K +309 +0.7%
BHWM
9
Bar Harbor Wealth Management
New Hampshire
$878K -$38K -1,785 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$641K +$128K +6,024 +26%
UCFA
11
United Capital Financial Advisors
Texas
$641K +$128K +6,024 +26%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$525K -$364K -17,100 -42%
U
13
UBS
Switzerland
$485K -$68.1K -3,201 -13%
CIC
14
Cutler Investment Counsel
Oregon
$466K +$29.6K +1,389 +7%
Northern Trust
15
Northern Trust
Illinois
$462K +$450K +21,159 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$448K +$1.28K +60 +0.3%
Bank of America
17
Bank of America
North Carolina
$279K +$20.7K +972 +8%
CWM
18
Concert Wealth Management
California
$238K +$234K +10,995 New
Deutsche Bank
19
Deutsche Bank
Germany
$198K +$193K +9,075 New
CFA
20
Carroll Financial Associates
North Carolina
$131K
Creative Planning
21
Creative Planning
Kansas
$78K +$75.6K +3,552 New
AIG
22
American International Group
New York
$77.9K +$255 +12 +0.3%
NES
23
New England Securities
New York
$74K -$64.2K -3,018 -47%
Wells Fargo
24
Wells Fargo
California
$72K
RIA
25
Regal Investment Advisors
Michigan
$37K