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WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$96.9M +$48M +870,078 +104%
PWS
2
Private Wealth Strategies
Ohio
$72.3M +$933K +16,893 +1%
PAG
3
Private Advisor Group
New Jersey
$58.8M +$2.91M +52,690 +5%
LPL Financial
4
LPL Financial
California
$58.4M +$3.18M +57,644 +6%
Morgan Stanley
5
Morgan Stanley
New York
$54.9M +$3.58M +64,848 +7%
GWAG
6
Garrett Wealth Advisory Group
Texas
$37.8M +$1.12M +20,377 +3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$24M -$113K -2,054 -0.5%
TFG
8
Team Financial Group
California
$24M +$889K +16,095 +4%
IC
9
IEQ Capital
California
$15.1M – – –
KAS
10
Kestra Advisory Services
Texas
$14.9M -$2.14M -38,821 -13%
FGAM
11
Financial Gravity Asset Management
Texas
$14.9M +$745K +13,490 +5%
Bank of America
12
Bank of America
North Carolina
$11.3M -$168K -3,035 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$6.37M +$2.53M +45,902 +69%
Creative Planning
14
Creative Planning
Kansas
$5.35M -$2.71K -49 -0.1%
AAS
15
Avantax Advisory Services
Texas
$5.29M -$109K -1,982 -2%
MWM
16
Marietta Wealth Management
Georgia
$5.05M +$19.3K +350 +0.4%
NC
17
NewSquare Capital
Pennsylvania
$4.75M +$42.2K +765 +0.9%
VIM
18
Vista Investment Management
Pennsylvania
$4.59M +$110K +1,984 +3%
Wells Fargo
19
Wells Fargo
California
$4.53M -$125K -2,259 -3%
UBS Group
20
UBS Group
Switzerland
$4.34M +$87.3K +1,581 +2%
MSAM
21
Moloney Securities Asset Management
Missouri
$3.8M +$47K +852 +1%
PCIA
22
Prime Capital Investment Advisors
Kansas
$3.64M -$67.4K -1,220 -2%
BFG
23
Beacon Financial Group
Texas
$3M -$54K -979 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.97M -$154K -2,781 -5%
RT
25
Rockland Trust
Massachusetts
$2.65M -$79.4K -1,438 -3%
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