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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$967K +$233K +3,657 +32%
CIC
52
Cutler Investment Counsel
Oregon
$910K +$13.2K +207 +1%
5L
53
55I LLC
Massachusetts
$909K +$539K +8,473 +151%
HWM
54
HB Wealth Management
Georgia
$901K
SWM
55
Spire Wealth Management
Virginia
$857K +$891 +14 +0.1%
IFWM
56
Institute for Wealth Management
Colorado
$781K +$25.5K +401 +3%
Mariner
57
Mariner
Kansas
$763K
AWA
58
Amplius Wealth Advisors
Pennsylvania
$716K
WTC
59
WhitTier Trust Company
Nevada
$676K +$666K +10,467 New
SPC
60
Sigma Planning Corp
Michigan
$618K -$8.53K -134 -1%
NSAM
61
North Star Asset Management
Wisconsin
$610K +$602K +9,454 New
CA
62
CoreCap Advisors
Michigan
$605K -$91.5K -1,438 -13%
APA
63
American Portfolios Advisors
New York
$586K -$8.27K -130 -1%
MLA
64
My Legacy Advisors
Oregon
$585K +$576K +9,056 New
Stifel Financial
65
Stifel Financial
Missouri
$566K +$348K +5,472 +166%
BP
66
Ballentine Partners
Massachusetts
$558K
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$553K +$545K +8,570 New
AT
68
American Trust
Kentucky
$542K +$534K +8,394 New
ASN
69
Advisory Services Network
Georgia
$518K
AWS
70
Atria Wealth Solutions
New York
$515K +$508K +7,982 New
TB
71
Treynor Bancshares
Iowa
$504K
BAM
72
Belpointe Asset Management
Nevada
$502K -$4.96K -78 -1%
GCA
73
Gradient Capital Advisors
California
$496K
VWA
74
V Wealth Advisors
Kansas
$479K +$1.4K +22 +0.3%
TRCT
75
Tower Research Capital (TRC)
New York
$478K -$405K -6,368 -46%