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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.7M +$339K +12,309 +2%
LPL Financial
2
LPL Financial
California
$3.42M +$60.7K +2,205 +2%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$2.85M -$12.2K -444 -0.4%
Bank of America
4
Bank of America
North Carolina
$2.69M +$1.21M +43,974 +83%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.33M +$1.78M +64,653 +337%
UBS Group
6
UBS Group
Switzerland
$1.83M +$24.5K +888 +1%
MWM
7
Marietta Wealth Management
Georgia
$1.77M +$281K +10,191 +19%
Goldman Sachs
8
Goldman Sachs
New York
$1.42M
WA
9
WFG Advisors
Texas
$1.14M +$232K +8,424 +26%
BHWM
10
Bar Harbor Wealth Management
New Hampshire
$896K -$87.2K -3,165 -9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$876K -$94.7K -3,438 -10%
MWP
12
MYCIO Wealth Partners
Pennsylvania
$835K +$3.39K +123 +0.4%
Wells Fargo
13
Wells Fargo
California
$689K +$6.94K +252 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$534K
GAG
15
GM Advisory Group
New York
$464K +$197K +7,152 +75%
Ameriprise
16
Ameriprise
Minnesota
$434K +$5.37K +195 +1%
CPIG
17
Chicago Partners Investment Group
Illinois
$431K +$200K +7,251 +82%
Citadel Advisors
18
Citadel Advisors
Florida
$349K +$34.4K +1,248 +11%
Creative Planning
19
Creative Planning
Kansas
$348K
IFWM
20
Institute for Wealth Management
Colorado
$316K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$296K +$149K +5,424 +104%
PCM
22
Parsons Capital Management
Rhode Island
$214K -$2.48K -90 -1%
AG
23
Advisor Group
Arizona
$176K
CFA
24
Carroll Financial Associates
North Carolina
$166K
IA
25
IFP Advisors
Florida
$89K +$83 +3 +0.1%