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WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$138M +$7.81M +126,315 +6%
Lido Advisors
2
Lido Advisors
California
$76.1M +$76.9M +1,244,477 New
LPL Financial
3
LPL Financial
California
$66.1M +$497K +8,044 +0.7%
PAG
4
Private Advisor Group
New Jersey
$63.3M +$1.12M +18,050 +2%
Morgan Stanley
5
Morgan Stanley
New York
$59.5M -$1.13M -18,208 -2%
EP
6
Essential Planning
New Hampshire
$45.8M +$45.1M +729,459 +6,103%
GWAG
7
Garrett Wealth Advisory Group
Texas
$45.5M +$3.6M +58,320 +9%
TFG
8
Team Financial Group
California
$26.5M +$294K +4,758 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$26.1M -$155K -2,500 -0.6%
IA
10
Integrity Alliance
Iowa
$24.9M +$25.2M +407,310 New
IC
11
IEQ Capital
California
$16.2M – – –
FGC
12
Financial Gravity Companies
Texas
$14.7M +$541K +8,759 +4%
KAS
13
Kestra Advisory Services
Texas
$12.5M +$611K +9,890 +5%
Bank of America
14
Bank of America
North Carolina
$12M -$289K -4,676 -2%
SFO
15
Stenger Family Office
Illinois
$11.4M +$11.5M +186,307 New
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$8.57M -$9.27K -150 -0.1%
JP Morgan Chase
17
JP Morgan Chase
New York
$8.02M +$263K +4,252 +3%
Creative Planning
18
Creative Planning
Kansas
$5.85M +$328K +5,306 +6%
UBS Group
19
UBS Group
Switzerland
$5.75M +$515K +8,333 +10%
MWM
20
Marietta Wealth Management
Georgia
$5.58M +$51.5K +833 +0.9%
AAS
21
Avantax Advisory Services
Texas
$5.56M +$55.6K +899 +1%
Wells Fargo
22
Wells Fargo
California
$5M +$138K +2,229 +3%
VIM
23
Vista Investment Management
Pennsylvania
$4.99M +$6.92K +112 +0.1%
MSAM
24
Moloney Securities Asset Management
Missouri
$4.1M +$201K +3,257 +5%
WWM
25
Western Wealth Management
Colorado
$4M -$293K -4,748 -7%
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