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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GW
26
GW & Wade
Massachusetts
$1.14M -$4.79K -100 -0.4%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.13M +$383 +8 +0%
CAN
28
Cetera Advisor Networks
California
$1.11M +$119K +2,484 +12%
JWA
29
JFS Wealth Advisors
Pennsylvania
$1.11M -$7.28K -152 -0.7%
CA
30
Clearstead Advisors
Ohio
$1.04M -$20.6K -430 -2%
EWM
31
Evercore Wealth Management
New York
$918K
RJFSA
32
Raymond James Financial Services Advisors
Florida
$914K +$58.6K +1,224 +7%
SCG
33
Sonata Capital Group
Washington
$906K
AG
34
Advisor Group
Arizona
$893K -$10.5K -220 -1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$857K +$256K +5,350 +44%
PAG
36
Private Advisor Group
New Jersey
$804K +$155K +3,234 +24%
HB
37
Homrich & Berg
Georgia
$678K
RJA
38
Raymond James & Associates
Florida
$622K -$3.35K -70 -0.5%
IFWM
39
Institute for Wealth Management
Colorado
$605K +$11.5K +240 +2%
Ameriprise
40
Ameriprise
Minnesota
$592K -$343K -7,158 -37%
SMFS
41
Squar Milner Financial Services
California
$531K
TAM
42
Tradition Asset Management
Virginia
$499K +$493K +10,286 New
GCA
43
Gradient Capital Advisors
California
$479K
Stifel Financial
44
Stifel Financial
Missouri
$417K +$82.5K +1,724 +25%
BAM
45
Belpointe Asset Management
Nevada
$417K +$411K +8,582 New
MIM
46
Moseley Investment Management
Florida
$409K
APA
47
American Portfolios Advisors
New York
$378K -$85.1K -1,778 -19%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$368K -$309K -6,454 -46%
JP Morgan Chase
49
JP Morgan Chase
New York
$365K
DAS
50
Dynamic Advisor Solutions
Arizona
$362K +$357K +7,460 New