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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Clearwater Capital Advisors
Illinois
$1.52M -$10.2K -125 -0.7%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.44M +$126K +1,535 +10%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.4M -$465K -5,680 -25%
KFI
54
Key Financial Inc
Pennsylvania
$1.22M +$533K +6,500 +82%
William Blair & Company
55
William Blair & Company
Illinois
$1.19M
HWM
56
HB Wealth Management
Georgia
$1.17M -$5.33K -65 -0.5%
CPRC
57
Consolidated Portfolio Review Corp
New York
$1.15M +$1.48K +18 +0.1%
SG
58
Sharper & Granite
California
$1.12M -$32.8K -400 -3%
JWA
59
JFS Wealth Advisors
Pennsylvania
$1.04M +$655 +8 +0.1%
PIAS
60
PCA Investment Advisory Services
Ohio
$1.03M
MPW
61
MGO Private Wealth
California
$1.02M -$158K -1,933 -14%
PAG
62
Private Advisor Group
New Jersey
$1.02M -$92.5K -1,129 -9%
PIA
63
Panoramic Investment Advisors
Colorado
$972K +$82 +1 +0%
NS
64
NBC Securities
Alabama
$962K -$252K -3,077 -21%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$957K
IFWM
66
Institute for Wealth Management
Colorado
$944K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$923K +$101K +1,237 +13%
GWP
68
Gateway Wealth Partners
Wisconsin
$921K +$135K +1,647 +18%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$906K -$23.3K -284 -3%
KFP
70
KMG Fiduciary Partners
Ohio
$889K -$16.1K -196 -2%
PAS
71
Park Avenue Securities
New York
$882K -$28.5K -348 -3%
WTC
72
WhitTier Trust Company
Nevada
$882K -$19.7K -240 -2%
VA
73
VestGen Advisors
Illinois
$861K +$16.5K +201 +2%
SWM
74
Spire Wealth Management
Virginia
$837K -$29.6K -361 -3%
BAM
75
Belpointe Asset Management
Nevada
$746K +$18.4K +225 +3%