We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$45.1M +$43M +1,229,554 New
Morgan Stanley
2
Morgan Stanley
New York
$28.9M -$50.7K -1,448 -0.2%
DLIC
3
Daido Life Insurance Company
Japan
$16.4M – – –
22CM
4
20/20 Capital Management
California
$14.4M +$13.4M +383,951 New
TC
5
Trilogy Capital
California
$14M +$13.3M +380,597 New
PAG
6
Private Advisor Group
New Jersey
$13.3M +$12.7M +363,284 New
AWM
7
AE Wealth Management
Kansas
$8.96M +$831K +23,751 +11%
SS
8
Simplicity Solutions
Minnesota
$7.27M +$567K +16,187 +9%
AW
9
ACG Wealth
Georgia
$6.42M -$3.25M -92,944 -35%
LPL Financial
10
LPL Financial
California
$6.01M +$1.46M +41,709 +34%
Bank of America
11
Bank of America
North Carolina
$5.49M +$2.6M +74,162 +98%
Jane Street
12
Jane Street
New York
$5.2M +$3.04M +86,787 +158%
AAS
13
Avantax Advisory Services
Texas
$5.05M +$4.82M +137,698 New
BSAM
14
Blue Sky Asset Management
Colorado
$4.23M +$4.04M +115,322 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.8M +$107K +3,044 +3%
MWM
16
Marietta Wealth Management
Georgia
$3.63M -$82.8K -2,364 -2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.06M -$6.12M -174,801 -66%
Wells Fargo
18
Wells Fargo
California
$3.01M +$434K +12,404 +18%
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$2.53M +$571K +16,325 +31%
S
20
Surevest
California
$2.21M -$219K -6,260 -9%
UBS Group
21
UBS Group
Switzerland
$2.12M -$120K -3,442 -6%
LBC
22
Lowe Brockenbrough & Co
Virginia
$1.8M +$41.7K +1,190 +2%
RA
23
RFG Advisory
Alabama
$1.61M +$298K +8,510 +24%
Citadel Advisors
24
Citadel Advisors
Florida
$1.44M +$1.38M +39,366 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.43M +$524K +14,956 +62%
1
2 3 4