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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
51
Kendall Capital Management
Maryland
$954K
CWM
52
Cherrydale Wealth Management
New Jersey
$948K +$7.56K +127 +0.7%
SWP
53
Stratos Wealth Partners
Ohio
$943K -$46.6K -782 -4%
CA
54
Cetera Advisors
Colorado
$901K -$43.5K -730 -4%
Goldman Sachs
55
Goldman Sachs
New York
$819K +$560K +9,408 +166%
CIC
56
Cutler Investment Counsel
Oregon
$773K -$536 -9 -0.1%
HWM
57
HB Wealth Management
Georgia
$757K -$12K -201 -1%
SPC
58
Sigma Planning Corp
Michigan
$710K -$85K -1,427 -10%
OFS
59
OneAscent Financial Services
Alabama
$664K +$71.5K +1,200 +11%
IFWM
60
Institute for Wealth Management
Colorado
$657K +$4.41K +74 +0.6%
Mariner
61
Mariner
Kansas
$643K +$89.3K +1,500 +14%
NSAM
62
North Star Asset Management
Wisconsin
$639K
TRCT
63
Tower Research Capital (TRC)
New York
$618K -$42.6K -716 -6%
SCFS
64
S.C. Financial Services
Arizona
$582K -$31.1K -523 -5%
WTC
65
WhitTier Trust Company
Nevada
$568K
SWM
66
Spire Wealth Management
Virginia
$563K -$174K -2,923 -22%
BAM
67
Belpointe Asset Management
Nevada
$550K
RJA
68
Raymond James & Associates
Florida
$547K +$214K +3,600 +56%
Stifel Financial
69
Stifel Financial
Missouri
$515K +$55.7K +936 +11%
BP
70
Ballentine Partners
Massachusetts
$469K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$456K +$186K +3,119 +59%
ASN
72
Advisory Services Network
Georgia
$436K
CA
73
CoreCap Advisors
Michigan
$432K -$37.5K -630 -7%
VCP
74
Verus Capital Partners
Arizona
$431K +$151K +2,535 +47%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$426K +$41K +688 +10%