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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.8M -$153K -4,759 -0.6%
DLIC
2
Daido Life Insurance Company
Japan
$14.6M
LPL Financial
3
LPL Financial
California
$3.84M +$2.28K +71 +0.1%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.43M +$26.6K +827 +0.8%
MWM
5
Marietta Wealth Management
Georgia
$3.17M +$138K +4,279 +5%
AW
6
ACG Wealth
Georgia
$2.37M +$2.03M +63,144 +679%
Bank of America
7
Bank of America
North Carolina
$2.34M -$306K -9,530 -12%
AI
8
Atria Investments
North Carolina
$2.18M +$368K +11,446 +21%
UBS Group
9
UBS Group
Switzerland
$2.03M -$111K -3,464 -5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2M +$200K +6,223 +11%
Wells Fargo
11
Wells Fargo
California
$1.89M -$184K -5,724 -9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.18M +$24.2K +751 +2%
Goldman Sachs
13
Goldman Sachs
New York
$1.15M
MWP
14
MYCIO Wealth Partners
Pennsylvania
$1.01M -$16.1K -500 -2%
LBC
15
Lowe Brockenbrough & Co
Virginia
$947K
BHWM
16
Bar Harbor Wealth Management
New Hampshire
$902K -$53.6K -1,666 -6%
CIC
17
Cutler Investment Counsel
Oregon
$838K +$25.5K +793 +3%
Ameriprise
18
Ameriprise
Minnesota
$763K -$654K -20,327 -47%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$758K +$105K +3,257 +16%
RA
20
RFG Advisory
Alabama
$724K +$161K +5,008 +29%
GAG
21
GM Advisory Group
New York
$667K
UA
22
Unison Advisors
District of Columbia
$638K -$27.9K -867 -4%
RIA
23
Regal Investment Advisors
Michigan
$608K +$598K +18,609 New
CPIG
24
Chicago Partners Investment Group
Illinois
$552K +$22.6K +702 +4%
GRP
25
Global Retirement Partners
California
$475K