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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.1M +$615K +13,434 +136%
JWA
27
JFS Wealth Advisors
Pennsylvania
$1.09M +$641 +14 +0.1%
CA
28
Clearstead Advisors
Ohio
$1.03M -$53.7K -1,172 -5%
CAN
29
Cetera Advisor Networks
California
$965K +$15.2K +332 +2%
Ameriprise
30
Ameriprise
Minnesota
$915K -$13K -284 -1%
EWM
31
Evercore Wealth Management
New York
$894K
SCG
32
Sonata Capital Group
Washington
$882K
AG
33
Advisor Group
Arizona
$881K -$12.4K -270 -1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$833K +$80.6K +1,760 +11%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$664K -$9.8K -214 -2%
HB
36
Homrich & Berg
Georgia
$660K
PAG
37
Private Advisor Group
New Jersey
$630K -$6.78K -148 -1%
RJA
38
Raymond James & Associates
Florida
$609K -$26.3K -574 -4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$581K -$15K -328 -3%
IFWM
40
Institute for Wealth Management
Colorado
$578K +$43.1K +940 +8%
SMFS
41
Squar Milner Financial Services
California
$516K
TCM
42
Tradition Capital Management
New Jersey
$490K
GCA
43
Gradient Capital Advisors
California
$466K
APA
44
American Portfolios Advisors
New York
$452K
MIM
45
Moseley Investment Management
Florida
$398K +$385K +8,410 New
JP Morgan Chase
46
JP Morgan Chase
New York
$358K
BOS
47
Bingham Osborn & Scarborough
California
$356K
Stifel Financial
48
Stifel Financial
Missouri
$327K +$1.01K +22 +0.3%
QCM
49
Quest Capital Management
Texas
$322K
IC
50
Intersect Capital
California
$318K +$90.4K +1,974 +42%