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WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$34.6M +$33K +966 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M -$1.3M -37,952 -5%
DLIC
3
Daido Life Insurance Company
Japan
$12.6M – – –
22CM
4
20/20 Capital Management
California
$12.5M +$616K +18,044 +5%
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$7.66M +$9.29M +272,183 New
AWM
6
AE Wealth Management
Kansas
$7.05M +$234K +6,846 +3%
SS
7
Simplicity Solutions
Minnesota
$5.54M -$30.1K -883 -0.4%
LPL Financial
8
LPL Financial
California
$5.15M +$667K +19,559 +12%
AW
9
ACG Wealth
Georgia
$4.74M -$212K -6,204 -4%
AAS
10
Avantax Advisory Services
Texas
$3.91M +$48.1K +1,410 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$3.66M +$3.1M +90,699 +230%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.49M +$4.23M +124,024 New
Bank of America
13
Bank of America
North Carolina
$3.33M -$1.06M -31,096 -21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.03M +$142K +4,148 +4%
RVPG
15
Relative Value Partners Group
$3M +$2.37M +69,458 +185%
Wells Fargo
16
Wells Fargo
California
$2.89M +$705K +20,671 +25%
MWM
17
Marietta Wealth Management
Georgia
$2.63M -$189K -5,548 -6%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.93M +$2.09M +61,285 +821%
UBS Group
19
UBS Group
Switzerland
$1.71M +$104K +3,062 +5%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.69M +$937K +27,442 +84%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M -$425K -12,460 -18%
CFA
22
Carroll Financial Associates
North Carolina
$1.12M +$1.15M +33,704 +562%
LBC
23
Lowe Brockenbrough & Co
Virginia
$1.08M -$353K -10,347 -21%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$992K -$126K -3,679 -9%
FAAS
25
First Allied Advisory Services
California
$981K +$1.19M +34,907 New
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