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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
76
Alpha Omega Wealth Management
Virginia
$30K – – –
JCM
77
Jacobi Capital Management
Pennsylvania
$30K +$28.6K +632 New
WCAMG
78
Woodard & Company Asset Management Group
North Carolina
$25K +$24.6K +544 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$19K – – –
BFEC
80
Benjamin F. Edwards & Company
Missouri
$19K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$18K – – –
MSFP
82
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
TIM
83
Tortoise Investment Management
New York
$14K – – –
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$11K -$9.04K -200 -45%
SIS
85
Sound Income Strategies
Florida
$11K +$10.6K +234 New
AIM
86
Anchor Investment Management
South Carolina
$9.48K +$9.22K +204 New
CPIG
87
Chicago Partners Investment Group
Illinois
$9K – – –
JFA
88
JNBA Financial Advisors
Minnesota
$7K – – –
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
ICOA
90
Investment Centers of America
North Dakota
– -$1.68M -38,222 Closed
MIAN
91
Mariner Independent Advisor Network
Kansas
– -$1.51M -34,398 Closed
Comerica Bank
92
Comerica Bank
Texas
– -$366K -8,242 Closed
PAG
93
Private Advisor Group
New Jersey
– -$342K -7,724 Closed
BF
94
BOK Financial
Oklahoma
– -$111K -2,528 Closed
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
– -$2K -50 Closed