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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Amplius Wealth Advisors
Pennsylvania
$424K +$7.74K +130 +2%
TB
77
Treynor Bancshares
Iowa
$423K – – –
GCA
78
Gradient Capital Advisors
California
$417K – – –
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$408K +$52.4K +880 +13%
GVAG
80
Great Valley Advisor Group
Delaware
$407K -$1.07M -17,889 -70%
VWA
81
V Wealth Advisors
Kansas
$406K +$596 +10 +0.1%
SCA
82
Sandy Cove Advisors
Massachusetts
$402K +$3.22K +54 +0.7%
BTWM
83
Baker Tilly Wealth Management
Wisconsin
$400K – – –
OPPS
84
Obsidian Personal Planning Solutions
Maryland
$392K -$9.47K -159 -2%
RFC
85
Regions Financial Corp
Alabama
$392K – – –
Baird Financial Group
86
Baird Financial Group
Wisconsin
$379K – – –
JP Morgan Chase
87
JP Morgan Chase
New York
$379K – – –
APA
88
American Portfolios Advisors
New York
$359K – – –
EP
89
EPIQ Partners
Minnesota
$353K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$340K – – –
FLPIM
91
F.L. Putnam Investment Management
Massachusetts
$335K – – –
IGWM
92
ICA Group Wealth Management
Colorado
$335K – – –
WIC
93
Willis Investment Counsel
Georgia
$328K -$13.1K -220 -4%
BMWM
94
Brown Miller Wealth Management
Virginia
$321K +$4.17K +70 +1%
HIM
95
Hotaling Investment Management
Pennsylvania
$319K – – –
PCM
96
Passive Capital Management
Maryland
$317K +$2.14K +36 +0.6%
LWAC
97
Laurel Wealth Advisors (California)
California
$313K +$33.9K +570 +11%
Cerity Partners
98
Cerity Partners
New York
$311K – – –
IA
99
IFP Advisors
Florida
$309K +$49K +822 +32%
PAS
100
Park Avenue Securities
New York
$296K +$35K +588 +12%