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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Clearstead Advisors
Ohio
$972K -$445K -9,792 -30%
JWA
27
JFS Wealth Advisors
Pennsylvania
$972K -$1.73K -38 -0.2%
CAN
28
Cetera Advisor Networks
California
$848K +$443K +9,760 +95%
Ameriprise
29
Ameriprise
Minnesota
$831K +$64.3K +1,414 +8%
EWM
30
Evercore Wealth Management
New York
$800K
AG
31
Advisor Group
Arizona
$800K +$60.2K +1,324 +8%
SCG
32
Sonata Capital Group
Washington
$789K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$670K +$134K +2,958 +23%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$603K -$43.7K -962 -6%
HB
35
Homrich & Berg
Georgia
$590K
PAG
36
Private Advisor Group
New Jersey
$569K +$258K +5,674 +73%
RJA
37
Raymond James & Associates
Florida
$568K -$153K -3,360 -20%
GVAG
38
Great Valley Advisor Group
Delaware
$536K +$1.27M +27,872 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$534K +$10.2K +224 +2%
IFWM
40
Institute for Wealth Management
Colorado
$477K +$513K +11,282 New
SMFS
41
Squar Milner Financial Services
California
$462K -$3.36K -74 -0.7%
TCM
42
Tradition Capital Management
New Jersey
$438K
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$419K -$8.63K -190 -2%
GCA
44
Gradient Capital Advisors
California
$417K
APA
45
American Portfolios Advisors
New York
$405K
BAM
46
Belpointe Asset Management
Nevada
$363K
JP Morgan Chase
47
JP Morgan Chase
New York
$321K
BOS
48
Bingham Osborn & Scarborough
California
$318K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$311K -$310K -6,820 -48%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$297K +$18.6K +410 +6%