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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
51
Willis Investment Counsel
Georgia
$292K
Stifel Financial
52
Stifel Financial
Missouri
$290K +$69.6K +1,532 +29%
QCM
53
Quest Capital Management
Texas
$288K +$309K +6,800 New
CAC
54
Certified Advisory Corp
Florida
$260K +$196K +4,324 +238%
HIM
55
Hotaling Investment Management
Pennsylvania
$249K +$267K +5,880 New
MML Investors Services
56
MML Investors Services
Massachusetts
$232K -$27.8K -612 -10%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$232K +$249K +5,490 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$221K
PA
59
Parallel Advisors
California
$211K
TTWM
60
TCV Trust & Wealth Management
Virginia
$209K -$9.09K -200 -4%
IA
61
IFP Advisors
Florida
$208K -$24.7K -544 -10%
RFC
62
Regions Financial Corp
Alabama
$203K
IC
63
Intersect Capital
California
$201K +$216K +4,750 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$193K +$140K +3,080 +209%
GWM
65
Geneos Wealth Management
Colorado
$171K
US Bancorp
66
US Bancorp
Minnesota
$161K
ASN
67
Advisory Services Network
Georgia
$132K
FANJ
68
Financial Architects (New Jersey)
New Jersey
$118K
NFG
69
Next Financial Group
Texas
$115K +$124K +2,722 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$108K
FHA
71
Flagship Harbor Advisors
Massachusetts
$88K +$364 +8 +0.4%
TF
72
Tompkins Financial
New York
$68K
BlackRock
73
BlackRock
New York
$62K -$727 -16 -1%
CFGS
74
Concourse Financial Group Securities
Alabama
$60K +$65.4K +1,440 New
SIAS
75
Shine Investment Advisory Services
Colorado
$59K