WISDOMTREE US LARGECAP DIVID - Security Detail

Security Name:	WISDOMTREE US LARGECAP DIVID
Ticker:	DLN
Security Type:	OTHER
Exchange:	US
CUSIP:	97717W307

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$2.54B	-	360	-
2024-09-30	$2.54B	-0.1%	368	+2.2%
2024-12-31	$3.04B	+19.6%	297	-19.3%

Institution	Value	Shares	% of Portfolio
WATERWAY WEALTH MANAGEMENT, LLC	$40.6M	521K	17.8%
FAIRWAY WEALTH LLC	$17.3M	222K	7.8%
IAG WEALTH PARTNERS, LLC	$32.1M	412K	5.7%
H&H RETIREMENT DESIGN & MANAGEMENT INC	$5.5M	67K	3.4%
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.	$8.3M	106K	2.7%
LRI INVESTMENTS, LLC	$26.3M	337K	2.5%
HOWARD BAILEY SECURITIES, LLC	$5.9M	76K	2.2%
AVANT CAPITAL LLC	$2.3M	30K	1.9%
KEY FINANCIAL INC	$7.7M	98K	1.7%
MIDATLANTIC CAPITAL MANAGEMENT, INC.	$2.3M	29K	1.7%
GREAT VALLEY ADVISOR GROUP, INC.	$74.0M	950K	1.7%
ALMANACK INVESTMENT PARTNERS, LLC.	$10.6M	135K	1.6%
UNITED ADVISOR GROUP, LLC	$8.0M	103K	1.6%
ADVISORS PREFERRED, LLC	$8.7M	112K	1.4%
BRISTLECONE ADVISORS, LLC	$17.9M	229K	1.4%
EVERCORE WEALTH MANAGEMENT, LLC	$88.2M	1,134K	1.3%
MAIN STREET FINANCIAL SOLUTIONS, LLC	$13.3M	171K	1.3%
ROCKPORT WEALTH LLC	$2.7M	34K	1.2%
TOBIAS FINANCIAL ADVISORS, INC.	$6.0M	77K	1.2%
BANK HAPOALIM BM	$7.4M	94K	1.2%
RESURGENT FINANCIAL ADVISORS LLC	$1.7M	22K	1.0%
FIRST AMERICAN TRUST, FSB	$9.1M	117K	0.9%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	$4.1M	52K	0.9%
CLEARSTEAD ADVISORS, LLC	$56.0M	720K	0.9%
ADVISORS CAPITAL MANAGEMENT, LLC	$47.8M	614K	0.8%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
HTAB	US	HARTFORD SCHRODERS TAX AWARE	0.043	2	46
DWM	US	WISDOMTREE INTERNATIONAL EQU	0.034	3	89
TUA	US	SIM ST TREAS FUT STRAT ETF	0.030	2	67
STRV	US	STRIVE 500 ETF	0.020	2	99
REZ	US	ISHARS RES AND MULTI REALES	0.014	2	143
SCHK	US	SCHWAB 1000 INDEX ETF	0.014	2	148
DLS	US	WISDOMTREE INTL S/C DVD FUND	0.013	2	156
DON	US	WISDOMTREE US MIDCAP DIVIDEN	0.013	4	313
REGL	US	PRSHRS S&P MID 400 DVD ARIST	0.012	2	161
CGMS	US	CAP GROUP US MULTI-SECT BOND	0.012	2	163
CWI	US	SPDR MSCI ACWI EX-US	0.011	2	174
SPAB	US	SPDR PORTFOLIO AGGREGATE BON	0.011	4	365
DFLV	US	DIM US LARGE CAP VALUE ETF	0.010	2	197
DGRW	US	WISDOMTREE U.S. QUALITY DIVI	0.010	5	510
JCPB	US	JPMORGAN CORE PLUS BOND ETF	0.008	2	237
VIGI	US	VANGUARD INT DIV APP INDX FD	0.008	3	365
DXJ	US	WISDOMTREE JAPAN HEDGED EQ	0.008	2	248
DES	US	WISDOMTREE US SMALLCAP DIVID	0.008	2	252
USFR	US	WISDOMTREE FLOATING RATE TRE	0.007	3	402
MDYV	US	SPDR S&P 400 MID CAP VALUE E	0.007	2	270
SPTI	US	SPDR PORT INT TREASURY TERM	0.007	2	271
SPLG	US	SPDR PORTFOLIO S&P 500 ETF	0.007	6	848
DFSV	US	DIMENSIONAL US SMALL CAP VAL	0.007	2	293
FDL	US	FIRST TRUST MORN DVD LEAD IN	0.007	2	306
SCHG	US	SCHWAB US LARGE-CAP GROWTH	0.006	6	935