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WisdomTree US LargeCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$58.6M +$3.57M +80,806 +6%
PWS
2
Private Wealth Strategies
Ohio
$56.2M +$562K +12,708 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$38.1M +$2.01M +45,518 +5%
PAG
4
Private Advisor Group
New Jersey
$37.6M +$22.6M +509,985 +124%
DLIC
5
Daido Life Insurance Company
Japan
$22.4M
CA
6
Cetera Advisors
Colorado
$12.1M +$4.03M +91,089 +44%
BFG
7
Beacon Financial Group
Texas
$11.6M -$6.03M -136,192 -33%
RVPG
8
Relative Value Partners Group
$10.5M -$126K -2,843 -1%
Bank of America
9
Bank of America
North Carolina
$7.84M +$1.11M +25,009 +15%
AWM
10
AE Wealth Management
Kansas
$7.23M +$2.06M +46,527 +36%
UBS Group
11
UBS Group
Switzerland
$6.73M +$4.92M +111,186 +206%
Creative Planning
12
Creative Planning
Kansas
$6.51M -$304K -6,867 -4%
IA
13
IFP Advisors
Florida
$5.97M
Wells Fargo
14
Wells Fargo
California
$5.37M +$208K +4,697 +4%
KAS
15
Kestra Advisory Services
Texas
$5.04M +$108K +2,431 +2%
CA
16
CGN Advisors
Kansas
$4.74M +$695K +15,712 +16%
AAS
17
Avantax Advisory Services
Texas
$4.58M -$182K -4,122 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.91M -$38.5K -870 -0.9%
IA
19
Insight Advisors
Pennsylvania
$3.85M +$236K +5,327 +7%
MWM
20
Marietta Wealth Management
Georgia
$3.75M +$147K +3,312 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.55M +$388K +8,761 +11%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.32M -$227K -5,125 -6%
NC
23
NewSquare Capital
Pennsylvania
$2.88M +$87.2K +1,970 +3%
VIM
24
Vista Investment Management
Pennsylvania
$2.83M +$324K +7,328 +12%
MSAM
25
Moloney Securities Asset Management
Missouri
$2.13M -$102K -2,314 -4%