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WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$44.8M +$4.49M +127,564 +11%
BFG
2
Beacon Financial Group
Texas
$31M +$6.86M +194,855 +29%
Morgan Stanley
3
Morgan Stanley
New York
$27.6M +$425K +12,067 +2%
DLIC
4
Daido Life Insurance Company
Japan
$15.8M – – –
22CM
5
20/20 Capital Management
California
$9.16M -$306K -8,698 -3%
KAS
6
Kestra Advisory Services
Texas
$7.63M +$7.6M +215,729 New
LPL Financial
7
LPL Financial
California
$7.52M +$574K +16,291 +8%
Creative Planning
8
Creative Planning
Kansas
$7.38M +$6.9M +195,879 +1,565%
AAS
9
Avantax Advisory Services
Texas
$6.78M +$1.75M +49,650 +35%
RVPG
10
Relative Value Partners Group
$6.59M -$23.7K -673 -0.4%
Bank of America
11
Bank of America
North Carolina
$6.48M -$179K -5,081 -3%
IWC
12
Integrated Wealth Concepts
Massachusetts
$3.55M +$432K +12,267 +14%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.54M +$77K +2,186 +2%
MWM
14
Marietta Wealth Management
Georgia
$2.99M -$112K -3,187 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.95M -$472K -13,389 -14%
Wells Fargo
16
Wells Fargo
California
$2.58M -$32.2K -914 -1%
T
17
TRUADVICE
Florida
$2.37M +$2.31M +65,652 New
IA
18
IFP Advisors
Florida
$2.24M +$2.12M +60,073 +1,902%
UBS Group
19
UBS Group
Switzerland
$1.88M -$103K -2,937 -5%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$1.87M +$75.7K +2,148 +4%
Goldman Sachs
21
Goldman Sachs
New York
$1.73M +$1.72M +48,703 New
FAAS
22
First Allied Advisory Services
California
$1.7M +$166K +4,700 +11%
AWM
23
AE Wealth Management
Kansas
$1.65M -$5.2M -147,638 -76%
CFA
24
Carroll Financial Associates
North Carolina
$1.52M +$95.8K +2,718 +7%
AW
25
ACG Wealth
Georgia
$1.51M -$1.05M -29,877 -41%
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