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WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.2M +$2.92M +96,670 +12%
LPL Financial
2
LPL Financial
California
$3.48M -$326K -10,810 -9%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$3.29M +$98.3K +3,258 +3%
Bank of America
4
Bank of America
North Carolina
$2.85M -$82K -2,718 -3%
MWM
5
Marietta Wealth Management
Georgia
$2.35M +$130K +4,304 +6%
UBS Group
6
UBS Group
Switzerland
$2.02M -$48K -1,591 -2%
Ameriprise
7
Ameriprise
Minnesota
$1.77M +$100K +3,320 +6%
Wells Fargo
8
Wells Fargo
California
$1.63M +$198K +6,571 +14%
Goldman Sachs
9
Goldman Sachs
New York
$1.44M -$139K -4,596 -9%
MWP
10
MYCIO Wealth Partners
Pennsylvania
$957K +$19K +629 +2%
BHWM
11
Bar Harbor Wealth Management
New Hampshire
$932K -$4.08K -135 -0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$870K +$186K +6,179 +28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$862K +$502K +16,645 +150%
CIC
14
Cutler Investment Counsel
Oregon
$778K +$756K +25,039 New
UA
15
Unison Advisors
District of Columbia
$723K +$702K +23,258 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$681K +$415K +13,763 +169%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$598K – – –
GAG
18
GM Advisory Group
New York
$592K +$46.1K +1,526 +9%
CPIG
19
Chicago Partners Investment Group
Illinois
$533K +$7.06K +234 +1%
Creative Planning
20
Creative Planning
Kansas
$389K – – –
IFWM
21
Institute for Wealth Management
Colorado
$355K +$345K +11,415 New
AG
22
Advisor Group
Arizona
$245K +$30 +1 +0%
PCM
23
Parsons Capital Management
Rhode Island
$237K +$1.99K +66 +0.9%
CFA
24
Carroll Financial Associates
North Carolina
$186K – – –
IA
25
IFP Advisors
Florida
$100K +$60 +2 +0.1%
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