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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$31K +$183 +4 +0.6%
GRP
77
Global Retirement Partners
California
$31K +$3.66K +80 +14%
AOWM
78
Alpha Omega Wealth Management
Virginia
$30K – – –
S
79
SignatureFD
Georgia
$30K +$183 +4 +0.6%
JPLA
80
Joseph P. Lucia & Associates
New York
$26.5K +$25.2K +550 New
AIC
81
Archer Investment Corporation
Indiana
$24K – – –
GWMIA
82
Global Wealth Management Investment Advisory
Florida
$24K +$22.9K +500 New
WCG
83
Weaver Consulting Group
California
$21K +$20.2K +440 New
MSFP
84
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
TIM
85
Tortoise Investment Management
New York
$14K – – –
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$12K – – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$11K – – –
SIS
88
Sound Income Strategies
Florida
$11K – – –
AIM
89
Anchor Investment Management
South Carolina
$9.86K – – –
JFA
90
JNBA Financial Advisors
Minnesota
$7K – – –
LWM
91
Liberty Wealth Management
California
$1K – – –
Jane Street
92
Jane Street
New York
– -$2.82M -66,750 Closed
GVAG
93
Great Valley Advisor Group
Delaware
– -$536K -27,872 Closed
BP
94
Ballentine Partners
Massachusetts
– -$1.01M -24,000 Closed
BAM
95
Belpointe Asset Management
Nevada
– -$363K -8,582 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
– -$311K -7,348 Closed
WIC
97
Willis Investment Counsel
Georgia
– -$292K -6,906 Closed
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
– -$232K -5,490 Closed
NFG
99
Next Financial Group
Texas
– -$115K -2,722 Closed
BlackRock
100
BlackRock
New York
– -$67.2K -1,468 -100%