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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
V Wealth Advisors
Kansas
$479K +$2.3K +37 +0.5%
BTWM
77
Baker Tilly Wealth Management
Wisconsin
$477K -$14.3K -230 -3%
SCA
78
Sandy Cove Advisors
Massachusetts
$471K +$452K +7,268 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$453K -$25.6K -412 -6%
JP Morgan Chase
80
JP Morgan Chase
New York
$452K -$12.4K -200 -3%
QCM
81
Quest Capital Management
Texas
$440K +$212K +3,400 +100%
FLPIM
82
F.L. Putnam Investment Management
Massachusetts
$434K
RJA
83
Raymond James & Associates
Florida
$433K -$10.6K -171 -2%
APW
84
Aurora Private Wealth
New Jersey
$433K +$2.12K +34 +0.5%
EP
85
EPIQ Partners
Minnesota
$427K +$74.7K +1,200 +22%
WIC
86
Willis Investment Counsel
Georgia
$412K
HIM
87
Hotaling Investment Management
Pennsylvania
$381K
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$375K +$274K +4,397 +316%
PCM
89
Passive Capital Management
Maryland
$372K +$358K +5,751 New
5L
90
55I LLC
Massachusetts
$363K +$4.85K +78 +1%
CIAS
91
CFS Investment Advisory Services
New Jersey
$360K
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$352K +$21.5K +346 +7%
GWM
93
Geneos Wealth Management
Colorado
$333K
CAM
94
Crestone Asset Management
Colorado
$332K
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$325K -$31K -498 -9%
RFC
96
Regions Financial Corp
Alabama
$311K
PAS
97
Park Avenue Securities
New York
$293K +$28.8K +462 +11%
MSAM
98
Moloney Securities Asset Management
Missouri
$288K +$19.4K +311 +8%
MSFS
99
Main Street Financial Solutions
Pennsylvania
$285K +$934 +15 +0.3%
LWAC
100
Laurel Wealth Advisors (California)
California
$277K +$747 +12 +0.3%