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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
WFG Advisors
Texas
$146K +$66.8K +1,790 +84%
US Bancorp
52
US Bancorp
Minnesota
$141K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$134K +$135K +3,614 New
MFS
54
MSI Financial Services
Massachusetts
$60K +$60.4K +1,620 New
PMFA
55
Plante Moran Financial Advisors
Michigan
$50K +$50.1K +1,342 New
GWA
56
Genesis Wealth Advisors
Massachusetts
$46.3K – – –
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$38K – – –
FANJ
58
Financial Architects (New Jersey)
New Jersey
$30K – – –
TFA
59
Transamerica Financial Advisors
Florida
$28K +$27.2K +730 New
BCI
60
Brinker Capital Investments
Pennsylvania
$18K +$75 +2 +0.4%
PFPT
61
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K +$14.9K +400 New
Creative Planning
62
Creative Planning
Kansas
$12K – – –
HCM
63
Horrell Capital Management
Arkansas
$8K – – –
RIA
64
Regal Investment Advisors
Michigan
$7K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$7K +$7.46K +200 New
JMPWA
66
JP Morgan Private Wealth Advisors
California
– -$3.39M -90,668 Closed
Citadel Advisors
67
Citadel Advisors
Florida
– -$761K -20,396 Closed
Deutsche Bank
68
Deutsche Bank
Germany
– -$137K -3,674 Closed
BRWA
69
B. Riley Wealth Advisors
Florida
– -$37K -1,000 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– -$27K -728 Closed
AF
71
Allworth Financial
California
– +$75 +2 New