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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.1M -$436K -18,738 -3%
Jane Street
2
Jane Street
New York
$3.15M -$23.6K -1,014 -0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.95M -$55.6K -2,391 -2%
LPL Financial
4
LPL Financial
California
$2.77M -$3.07M -131,796 -52%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.19M +$1.2M +51,549 +121%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.54M -$219K -9,411 -12%
UBS Group
7
UBS Group
Switzerland
$1.49M -$113K -4,848 -7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.26M +$849K +36,495 +205%
WA
9
WFG Advisors
Texas
$1.14M -$28.3K -1,215 -2%
Bank of America
10
Bank of America
North Carolina
$1.11M +$133K +5,721 +14%
Goldman Sachs
11
Goldman Sachs
New York
$837K -$69.9K -3,006 -8%
MWP
12
MYCIO Wealth Partners
Pennsylvania
$834K +$4.19K +180 +0.5%
BHWM
13
Bar Harbor Wealth Management
New Hampshire
$798K -$20.9K -900 -3%
CIC
14
Cutler Investment Counsel
Oregon
$665K +$24.4K +1,050 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$537K +$225K +9,654 +72%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$478K
Wells Fargo
17
Wells Fargo
California
$394K
Ameriprise
18
Ameriprise
Minnesota
$328K +$40.3K +1,731 +14%
CWM
19
Concert Wealth Management
California
$277K
MFS
20
MSI Financial Services
Massachusetts
$217K
AG
21
Advisor Group
Arizona
$140K +$141K +6,060 New
CFA
22
Carroll Financial Associates
North Carolina
$139K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$128K +$70 +3 +0.1%
GWM
24
Geneos Wealth Management
Colorado
$91K +$90.7K +3,900 New
IA
25
IFP Advisors
Florida
$75K +$25.4K +1,092 +51%