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WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$127M -$2.64M -37,285 -2%
LPL Financial
2
LPL Financial
California
$103M +$5.66M +79,986 +6%
Morgan Stanley
3
Morgan Stanley
New York
$60.6M -$715K -10,107 -1%
Lido Advisors
4
Lido Advisors
California
$54.4M -$2.24M -31,713 -4%
GWAG
5
Garrett Wealth Advisory Group
Texas
$51.1M -$5.18M -73,195 -9%
PAG
6
Private Advisor Group
New Jersey
$47.2M +$2.47M +34,878 +5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$45M +$3.44M +48,551 +8%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$31.7M +$2.25M +31,850 +7%
WIM
9
WealthPlan Investment Management
Nebraska
$31.3M +$16M +225,844 +97%
TFG
10
Team Financial Group
California
$30.7M +$228K +3,229 +0.7%
FGAM
11
Financial Gravity Asset Management
Texas
$19.5M +$742K +10,480 +4%
KAS
12
Kestra Advisory Services
Texas
$19.2M +$2.39M +33,731 +14%
IC
13
IEQ Capital
California
$18.1M – – –
IA
14
Integrity Alliance
Iowa
$17.9M +$720K +10,177 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$494K +6,979 +4%
SFO
16
Stenger Family Office
Illinois
$13.1M +$13.6M +191,968 New
Bank of America
17
Bank of America
North Carolina
$13M -$1.25M -17,613 -8%
JP Morgan Chase
18
JP Morgan Chase
New York
$11.1M +$2.1M +29,607 +21%
SL
19
Systelligence LLC
Minnesota
$9.77M -$5.05M -71,395 -33%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$9.63M +$5.31K +75 +0.1%
WA
21
Win Advisors
Florida
$8.76M -$1.05M -14,856 -10%
EB
22
Eastern Bank
Massachusetts
$7.5M – – –
MWM
23
Marietta Wealth Management
Georgia
$6.78M +$57.6K +814 +0.8%
MW
24
Maia Wealth
Colorado
$6.56M +$1.76M +24,844 +35%
Creative Planning
25
Creative Planning
Kansas
$6.11M -$41.3K -584 -0.6%
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