EPS icon

WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.8M -$876K -35,172 -6%
LPL Financial
2
LPL Financial
California
$2.86M -$218K -8,751 -7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.62M +$359K +14,427 +17%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.59M +$194K +7,776 +8%
UBS Group
5
UBS Group
Switzerland
$1.68M +$32.2K +1,293 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.45M -$177K -7,086 -11%
Goldman Sachs
7
Goldman Sachs
New York
$1.37M +$426K +17,091 +47%
Bank of America
8
Bank of America
North Carolina
$1.16M -$81.5K -3,270 -7%
WA
9
WFG Advisors
Texas
$1.13M -$76.1K -3,054 -7%
BHWM
10
Bar Harbor Wealth Management
New Hampshire
$926K -$3.14K -126 -0.3%
MWM
11
Marietta Wealth Management
Georgia
$899K +$869K +34,893 New
MWP
12
MYCIO Wealth Partners
Pennsylvania
$827K -$95.1K -3,819 -11%
CIC
13
Cutler Investment Counsel
Oregon
$550K +$23K +924 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$527K -$22.4K -900 -4%
Ameriprise
15
Ameriprise
Minnesota
$399K +$9.04K +363 +2%
Wells Fargo
16
Wells Fargo
California
$398K -$92.4K -3,711 -19%
CWM
17
Concert Wealth Management
California
$296K – – –
Creative Planning
18
Creative Planning
Kansas
$263K +$217K +8,706 +580%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$218K -$52.2K -2,094 -20%
PCM
20
Parsons Capital Management
Rhode Island
$210K -$7.1K -285 -3%
AG
21
Advisor Group
Arizona
$164K +$7.47K +300 +5%
SG Americas Securities
22
SG Americas Securities
New York
$155K -$22.4K -900 -13%
CFA
23
Carroll Financial Associates
North Carolina
$154K – – –
MFS
24
MSI Financial Services
Massachusetts
$122K -$43.9K -1,764 -27%
IA
25
IFP Advisors
Florida
$82K +$75 +3 +0.1%
1
2