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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$508K -$2.42M -48,650 -83%
CSPIA
52
Cary Street Partners Investment Advisory
Virginia
$497K -$111K -2,218 -19%
APW
53
Aurora Private Wealth
New Jersey
$460K -$8.47K -170 -2%
BP
54
Ballentine Partners
Massachusetts
$453K
BAM
55
Belpointe Asset Management
Nevada
$432K -$9.97K -200 -2%
MIM
56
Moseley Investment Management
Florida
$431K
EP
57
EPIQ Partners
Minnesota
$414K
Baird Financial Group
58
Baird Financial Group
Wisconsin
$409K +$41.1K +824 +12%
GCA
59
Gradient Capital Advisors
California
$408K -$9.27K -186 -2%
JWCA
60
J.W. Cole Advisors
Florida
$407K +$73.2K +1,468 +23%
APA
61
Allegiant Private Advisors
Florida
$404K +$384K +7,708 New
C
62
Certuity
Florida
$400K +$381K +7,638 New
JP Morgan Chase
63
JP Morgan Chase
New York
$397K
BTWM
64
Baker Tilly Wealth Management
Wisconsin
$382K +$363K +7,286 New
VWA
65
V Wealth Advisors
Kansas
$373K +$354K +7,110 New
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$364K -$47.8K -958 -12%
FLPIM
67
F.L. Putnam Investment Management
Massachusetts
$360K
QCM
68
Quest Capital Management
Texas
$356K
RJA
69
Raymond James & Associates
Florida
$351K -$68.3K -1,370 -17%
WIC
70
Willis Investment Counsel
Georgia
$344K
APA
71
American Portfolios Advisors
New York
$334K -$29.9K -600 -9%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$330K -$2.89K -58 -0.9%
NFG
73
Next Financial Group
Texas
$322K +$34.2K +686 +13%
HIM
74
Hotaling Investment Management
Pennsylvania
$308K
CIAS
75
CFS Investment Advisory Services
New Jersey
$296K +$282K +5,652 New