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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
$1.05M +$190K +3,086 +21%
KCM
52
Kendall Capital Management
Maryland
$1.02M
CWM
53
Cherrydale Wealth Management
New Jersey
$1M +$8.08K +131 +0.8%
CA
54
Cetera Advisors
Colorado
$1M -$25.5K -414 -2%
SPC
55
Sigma Planning Corp
Michigan
$841K +$305K +4,948 +52%
CIC
56
Cutler Investment Counsel
Oregon
$826K +$10.4K +168 +1%
HWM
57
HB Wealth Management
Georgia
$820K +$12.4K +201 +1%
SWM
58
Spire Wealth Management
Virginia
$770K +$1.73K +28 +0.2%
TRCT
59
Tower Research Capital (TRC)
New York
$701K +$290K +4,699 +63%
IFWM
60
Institute for Wealth Management
Colorado
$697K -$4.63K -75 -0.6%
NSAM
61
North Star Asset Management
Wisconsin
$682K +$143K +2,322 +25%
SCFS
62
S.C. Financial Services
Arizona
$652K +$385K +6,243 +125%
OFS
63
OneAscent Financial Services
Alabama
$639K +$681K +11,035 New
WTC
64
WhitTier Trust Company
Nevada
$606K
Mariner
65
Mariner
Kansas
$600K -$90.4K -1,466 -12%
BAM
66
Belpointe Asset Management
Nevada
$586K +$146K +2,364 +30%
BP
67
Ballentine Partners
Massachusetts
$500K
CA
68
CoreCap Advisors
Michigan
$497K -$48.6K -788 -8%
Stifel Financial
69
Stifel Financial
Missouri
$496K -$12.3K -200 -2%
ASN
70
Advisory Services Network
Georgia
$465K
TB
71
Treynor Bancshares
Iowa
$452K
AWA
72
Amplius Wealth Advisors
Pennsylvania
$445K -$210K -3,406 -31%
GCA
73
Gradient Capital Advisors
California
$445K
VWA
74
V Wealth Advisors
Kansas
$433K +$2.84K +46 +0.6%
OPPS
75
Obsidian Personal Planning Solutions
Maryland
$428K +$456K +7,392 New