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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James & Associates
51
Raymond James & Associates
Florida
$390K -$95.7K -1,974 -17%
Ameriprise
52
Ameriprise
Minnesota
$346K -$2.91K -60 -0.7%
CAC
53
Certified Advisory Corp
Florida
$346K +$102K +2,096 +31%
Ballentine Partners
54
Ballentine Partners
Massachusetts
$338K – – –
APW
55
Aurora Private Wealth
New Jersey
$336K +$416K +8,584 New
Cetera Advisors
56
Cetera Advisors
Colorado
$331K -$30K -620 -7%
Belpointe Asset Management
57
Belpointe Asset Management
Nevada
$330K – – –
MIM
58
Moseley Investment Management
Florida
$322K – – –
GCA
59
Gradient Capital Advisors
California
$312K -$58.2K -1,200 -13%
APA
60
American Portfolios Advisors
New York
$305K – – –
JP Morgan Chase
61
JP Morgan Chase
New York
$297K -$102K -2,096 -22%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$273K – – –
F.L. Putnam Investment Management
63
F.L. Putnam Investment Management
Massachusetts
$269K -$11.4K -236 -3%
QCM
64
Quest Capital Management
Texas
$266K – – –
WIC
65
Willis Investment Counsel
Georgia
$260K – – –
LWAC
66
Laurel Wealth Advisors (California)
California
$239K -$27.1K -560 -8%
TSS
67
Two Sigma Securities
New York
$239K +$296K +6,112 New
BFPW
68
BOK Financial Private Wealth
Colorado
$238K – – –
HIM
69
Hotaling Investment Management
Pennsylvania
$230K – – –
NFG
70
Next Financial Group
Texas
$206K – – –
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$201K +$249K +5,138 New
Parallel Advisors
72
Parallel Advisors
California
$195K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$178K -$10.6K -218 -5%
Geneos Wealth Management
74
Geneos Wealth Management
Colorado
$158K – – –
TPWA
75
TRUE Private Wealth Advisors
Oregon
$148K – – –