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WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
Fiduciary Trust
1
Fiduciary Trust
Massachusetts
$128M +$24.9M +430,831 +25%
LPL Financial
2
LPL Financial
California
$64.4M +$2.72M +47,096 +5%
Private Advisor Group
3
Private Advisor Group
New Jersey
$61M -$1.03M -17,862 -2%
Morgan Stanley
4
Morgan Stanley
New York
$59.5M +$1.49M +25,837 +3%
GWAG
5
Garrett Wealth Advisory Group
Texas
$41.2M +$1.24M +21,476 +3%
TFG
6
Team Financial Group
California
$25.7M +$429K +7,421 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$25.7M +$336K +5,816 +1%
IEQ Capital
8
IEQ Capital
California
$15.9M – – –
FGC
9
Financial Gravity Companies
Texas
$13.9M +$13.4M +232,270 New
Bank of America
10
Bank of America
North Carolina
$12.1M +$199K +3,435 +2%
Kestra Advisory Services
11
Kestra Advisory Services
Texas
$11.7M -$3.9M -67,418 -26%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$8.42M +$8.11M +140,225 New
JP Morgan Chase
13
JP Morgan Chase
New York
$7.61M +$855K +14,784 +13%
MWM
14
Marietta Wealth Management
Georgia
$5.43M +$91.5K +1,582 +2%
Creative Planning
15
Creative Planning
Kansas
$5.42M -$220K -3,804 -4%
Avantax Advisory Services
16
Avantax Advisory Services
Texas
$5.41M -$174K -3,000 -3%
UBS Group
17
UBS Group
Switzerland
$5.14M +$544K +9,411 +12%
NC
18
NewSquare Capital
Pennsylvania
$5M -$20.6K -356 -0.4%
VIM
19
Vista Investment Management
Pennsylvania
$4.89M +$43.6K +753 +0.9%
Wells Fargo
20
Wells Fargo
California
$4.77M -$9.2K -159 -0.2%
Western Wealth Management
21
Western Wealth Management
Colorado
$4.21M +$4.06M +70,105 New
Prime Capital Investment Advisors
22
Prime Capital Investment Advisors
Kansas
$3.84M -$2.31K -40 -0.1%
MSAM
23
Moloney Securities Asset Management
Missouri
$3.83M -$175K -3,031 -5%
Betterment LLC
24
Betterment LLC
New York
$3.22M +$1.59M +27,416 +105%
BFG
25
Beacon Financial Group
Texas
$3.1M -$68.7K -1,187 -2%
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