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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
26
Cutler Investment Counsel
Oregon
$1.25M +$88.6K +1,828 +6%
MIAN
27
Mariner Independent Advisor Network
Kansas
$1.23M -$136K -2,798 -8%
CA
28
Clearstead Advisors
Ohio
$1.2M +$21.6K +446 +1%
CCA
29
Clearwater Capital Advisors
Illinois
$1.14M -$492K -10,142 -26%
KCM
30
Kendall Capital Management
Maryland
$1.01M
TRCT
31
Tower Research Capital (TRC)
New York
$910K +$847K +17,474 +303%
LC
32
LCNB Corp
Ohio
$892K -$10.7K -220 -1%
JWA
33
JFS Wealth Advisors
Pennsylvania
$883K -$5.82K -120 -0.5%
AAS
34
Avantax Advisory Services
Texas
$870K +$56.2K +1,160 +5%
GW
35
GW & Wade
Massachusetts
$853K +$97 +2 +0%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$850K -$145K -2,984 -12%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$849K -$37.3K -770 -3%
PAG
38
Private Advisor Group
New Jersey
$829K +$19.5K +402 +2%
EWM
39
Evercore Wealth Management
New York
$740K
SCG
40
Sonata Capital Group
Washington
$730K
FAAS
41
First Allied Advisory Services
California
$671K -$398K -8,204 -32%
HB
42
Homrich & Berg
Georgia
$546K -$11.6K -240 -2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$531K +$242K +4,988 +58%
MML Investors Services
44
MML Investors Services
Massachusetts
$491K +$608K +12,538 New
Stifel Financial
45
Stifel Financial
Missouri
$485K +$364K +7,520 +155%
EP
46
EPIQ Partners
Minnesota
$450K -$194K -4,000 -26%
IFWM
47
Institute for Wealth Management
Colorado
$433K -$67.8K -1,398 -11%
CAN
48
Cetera Advisor Networks
California
$430K -$241K -4,972 -31%
SMFS
49
Squar Milner Financial Services
California
$410K -$4.85K -100 -0.9%
TAM
50
Tradition Asset Management
Virginia
$396K +$11.7K +242 +2%