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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27M +$398K +12,614 +1%
DLIC
2
Daido Life Insurance Company
Japan
$4.53M +$4.71M +149,217 New
LPL Financial
3
LPL Financial
California
$3.7M +$307K +9,750 +9%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.94M -$52.4K -1,661 -2%
Bank of America
5
Bank of America
North Carolina
$2.82M +$35.1K +1,114 +1%
MWM
6
Marietta Wealth Management
Georgia
$2.37M +$76.2K +2,415 +3%
Wells Fargo
7
Wells Fargo
California
$1.93M +$352K +11,159 +21%
UBS Group
8
UBS Group
Switzerland
$1.9M -$73.5K -2,330 -4%
Ameriprise
9
Ameriprise
Minnesota
$1.58M -$162K -5,145 -9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.43M +$600K +19,027 +68%
Goldman Sachs
11
Goldman Sachs
New York
$1.41M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.03M +$196K +6,224 +22%
MWP
13
MYCIO Wealth Partners
Pennsylvania
$948K +$13.2K +418 +1%
BHWM
14
Bar Harbor Wealth Management
New Hampshire
$891K -$20.9K -664 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$758K +$95.6K +3,031 +14%
CIC
16
Cutler Investment Counsel
Oregon
$727K -$34.4K -1,092 -4%
GAG
17
GM Advisory Group
New York
$620K +$43.5K +1,380 +7%
UA
18
Unison Advisors
District of Columbia
$616K -$93.4K -2,963 -13%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$614K +$30.3K +960 +5%
CPIG
20
Chicago Partners Investment Group
Illinois
$521K
Jane Street
21
Jane Street
New York
$410K +$425K +13,489 New
Creative Planning
22
Creative Planning
Kansas
$380K
IFWM
23
Institute for Wealth Management
Colorado
$344K
PCM
24
Parsons Capital Management
Rhode Island
$250K +$18.4K +585 +8%
AG
25
Advisor Group
Arizona
$240K