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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$43K – – –
Citigroup
77
Citigroup
New York
$42K +$45.4K +1,000 New
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.8K – – –
S
79
SignatureFD
Georgia
$27K -$98.9K -2,176 -78%
AOWM
80
Alpha Omega Wealth Management
Virginia
$27K – – –
JCM
81
Jacobi Capital Management
Pennsylvania
$27K +$273 +6 +0.9%
AIC
82
Ameritas Investment Company
Nebraska
$25K +$26.8K +590 New
GRP
83
Global Retirement Partners
California
$24K -$14.7K -324 -36%
AIC
84
Archer Investment Corporation
Indiana
$21K +$22.7K +500 New
BFEC
85
Benjamin F. Edwards & Company
Missouri
$17K – – –
MSFP
86
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
TIM
87
Tortoise Investment Management
New York
$13K – – –
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$11K +$91 +2 +0.8%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$10K – – –
SIS
90
Sound Income Strategies
Florida
$10K – – –
AIM
91
Anchor Investment Management
South Carolina
$8.79K +$91 +2 +1%
JFA
92
JNBA Financial Advisors
Minnesota
$6K -$22.5K -496 -78%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$1K +$545 +12 New
LWM
94
Liberty Wealth Management
California
$1K +$1.18K +26 New
SFS
95
Sowell Financial Services
Arkansas
– -$1.7M -98,528 Closed
BFPW
96
BOK Financial Private Wealth
Colorado
– -$218K -4,544 Closed
CW
97
Cobiz Wealth
Colorado
– -$217K -4,520 Closed
BFA
98
Benedict Financial Advisors
Georgia
– -$215K -4,470 Closed
TPWA
99
TRUE Private Wealth Advisors
Oregon
– -$182K -3,786 Closed
SEIA
100
Signature Estate & Investment Advisors
California
– -$105K -2,184 Closed