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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Evercore Wealth Management
New York
$1.15M
SCG
52
Sonata Capital Group
Washington
$1.13M
RJA
53
Raymond James & Associates
Florida
$1.08M +$198K +3,246 +22%
CWM
54
Cherrydale Wealth Management
New Jersey
$1.07M +$6.54K +107 +0.6%
SWP
55
Stratos Wealth Partners
Ohio
$1.06M +$37.5K +614 +4%
JWA
56
JFS Wealth Advisors
Pennsylvania
$1.04M -$2.5K -41 -0.2%
PAG
57
Private Advisor Group
New Jersey
$1.03M -$157K -2,568 -13%
Jane Street
58
Jane Street
New York
$1.02M -$1.9M -31,131 -65%
KCM
59
Kendall Capital Management
Maryland
$974K -$91.6K -1,500 -9%
SPC
60
Sigma Planning Corp
Michigan
$963K +$136K +2,230 +16%
CA
61
Cetera Advisors
Colorado
$956K -$36.9K -604 -4%
ERWM
62
Elk River Wealth Management
Colorado
$861K
HWM
63
HB Wealth Management
Georgia
$845K
CA
64
Claro Advisors
Massachusetts
$842K +$291K +4,763 +52%
PIAS
65
PCA Investment Advisory Services
Ohio
$839K +$846K +13,846 New
VCP
66
Verus Capital Partners
Arizona
$795K +$199K +3,261 +33%
IFWM
67
Institute for Wealth Management
Colorado
$749K
AWM
68
AE Wealth Management
Kansas
$742K -$39.7K -650 -5%
SWM
69
Spire Wealth Management
Virginia
$727K +$97.3K +1,593 +15%
NSAM
70
North Star Asset Management
Wisconsin
$715K -$444K -7,273 -38%
AWM
71
Avior Wealth Management
Nebraska
$690K +$696K +11,388 New
WTC
72
WhitTier Trust Company
Nevada
$634K
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$590K +$235K +3,845 +65%
AWA
74
Alta Wealth Advisors
Massachusetts
$567K +$116K +1,907 +26%
CIC
75
Cutler Investment Counsel
Oregon
$564K -$288K -4,715 -34%