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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
$26M -$475K -14,650 -2%
DLIC
2
Daido Life Insurance Company
Japan
$14.7M – – –
AW
3
ACG Wealth
Georgia
$8.76M +$6.61M +203,916 +326%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$7.55M -$64.3K -1,985 -0.9%
LPL Financial
5
LPL Financial
California
$4.09M +$88.1K +2,720 +2%
MWM
6
Marietta Wealth Management
Georgia
$3.06M -$97.1K -2,998 -3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.02M +$475K +14,675 +19%
Wells Fargo
8
Wells Fargo
California
$2.25M +$129K +3,985 +6%
S
9
Surevest
California
$2.24M -$349K -10,761 -14%
Bank of America
10
Bank of America
North Carolina
$2.13M +$167K +5,170 +9%
UBS Group
11
UBS Group
Switzerland
$2.05M +$179K +5,531 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.05M +$1.28M +39,395 +172%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$230K +7,091 +18%
LBC
14
Lowe Brockenbrough & Co
Virginia
$1.57M – – –
AWM
15
AE Wealth Management
Kansas
$1.1M +$1.08M +33,464 New
RA
16
RFG Advisory
Alabama
$1.02M +$131K +4,045 +15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$959K -$5.82M -179,729 -86%
Goldman Sachs
18
Goldman Sachs
New York
$959K -$198K -6,115 -17%
Citadel Advisors
19
Citadel Advisors
Florida
$958K +$944K +29,131 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$877K -$302K -9,325 -26%
CIC
21
Cutler Investment Counsel
Oregon
$876K +$43.1K +1,331 +5%
MWP
22
MYCIO Wealth Partners
Pennsylvania
$862K -$72.9K -2,252 -8%
BHWM
23
Bar Harbor Wealth Management
New Hampshire
$852K -$41K -1,267 -5%
Ameriprise
24
Ameriprise
Minnesota
$741K +$3.63K +112 +0.5%
CPIG
25
Chicago Partners Investment Group
Illinois
$661K – – –
1
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