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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$527K +$84.4K +1,560 +20%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$514K +$117K +2,164 +31%
APW
53
Aurora Private Wealth
New Jersey
$498K +$2.17K +40 +0.5%
Ameriprise
54
Ameriprise
Minnesota
$493K +$472K +8,714 New
BP
55
Ballentine Partners
Massachusetts
$488K
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$474K -$59.2K -1,094 -12%
MIM
57
Moseley Investment Management
Florida
$465K
BAM
58
Belpointe Asset Management
Nevada
$452K -$12.8K -236 -3%
EP
59
EPIQ Partners
Minnesota
$447K
RJA
60
Raymond James & Associates
Florida
$447K +$65.3K +1,206 +18%
GCA
61
Gradient Capital Advisors
California
$440K
Baird Financial Group
62
Baird Financial Group
Wisconsin
$436K -$5.3K -98 -1%
APA
63
Allegiant Private Advisors
Florida
$436K
C
64
Certuity
Florida
$432K
JP Morgan Chase
65
JP Morgan Chase
New York
$428K
ABTD
66
Arvest Bank Trust Division
Oklahoma
$416K +$95.4K +1,762 +31%
VWA
67
V Wealth Advisors
Kansas
$407K +$5.41K +100 +1%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$395K -$1.43M -26,436 -79%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$388K
BTWM
70
Baker Tilly Wealth Management
Wisconsin
$382K -$28.7K -530 -7%
APA
71
American Portfolios Advisors
New York
$378K +$17.6K +326 +5%
WIC
72
Willis Investment Counsel
Georgia
$360K -$10.8K -200 -3%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$356K -$108 -2 -0%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$349K -$487K -9,000 -59%
Stifel Financial
75
Stifel Financial
Missouri
$348K -$1.15M -21,212 -77%