We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$134M -$15.5M -221,123 -10%
LPL Financial
2
LPL Financial
California
$101M +$5.97M +85,364 +6%
Morgan Stanley
3
Morgan Stanley
New York
$63.8M -$926K -13,235 -1%
GWAG
4
Garrett Wealth Advisory Group
Texas
$58.3M +$1.15M +16,420 +2%
Lido Advisors
5
Lido Advisors
California
$57.3M -$112K -1,604 -0.2%
PAG
6
Private Advisor Group
New Jersey
$46.7M +$2.64M +37,743 +6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$43.3M +$4.1M +58,556 +11%
TFG
8
Team Financial Group
California
$31.7M -$298K -4,255 -0.9%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$30.7M +$30.3M +433,508 +209,424%
FGAM
10
Financial Gravity Asset Management
Texas
$19.6M +$844K +12,066 +5%
IC
11
IEQ Capital
California
$18.8M – – –
IA
12
Integrity Alliance
Iowa
$17.9M +$386K +5,523 +2%
KAS
13
Kestra Advisory Services
Texas
$17.5M +$1.31M +18,685 +8%
WIM
14
WealthPlan Investment Management
Nebraska
$16.5M +$5.83M +83,313 +56%
SL
15
Systelligence LLC
Minnesota
$15.2M -$2.24M -32,013 -13%
Bank of America
16
Bank of America
North Carolina
$14.8M -$576K -8,231 -4%
FWA
17
Flagship Wealth Advisors
Massachusetts
$14M +$2.81M +40,200 +26%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$13.5M +$4.76M +67,993 +56%
WA
19
Win Advisors
Florida
$10.2M +$182K +2,598 +2%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$10M +$9.89M +141,348 New
JP Morgan Chase
21
JP Morgan Chase
New York
$9.79M -$11.1K -158 -0.1%
EB
22
Eastern Bank
Massachusetts
$7.8M +$7.7M +110,134 New
MWM
23
Marietta Wealth Management
Georgia
$7M -$53.9K -770 -0.8%
Creative Planning
24
Creative Planning
Kansas
$6.4M -$239K -3,411 -4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$6.31M +$3.98M +56,918 +177%
1
2 3 4 5