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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WhitTier Trust Company
76
WhitTier Trust Company
Nevada
$650K – – –
AWA
77
Alta Wealth Advisors
Massachusetts
$647K +$64.6K +1,067 +11%
BAG
78
Bridgewealth Advisory Group
California
$641K +$280K +4,623 +81%
Goldman Sachs
79
Goldman Sachs
New York
$588K +$28.1K +464 +5%
CIC
80
Cutler Investment Counsel
Oregon
$581K +$2.85K +47 +0.5%
AT
81
American Trust
Kentucky
$553K +$539K +8,902 New
Ballentine Partners
82
Ballentine Partners
Massachusetts
$536K – – –
SageView Advisory Group
83
SageView Advisory Group
California
$505K +$493K +8,136 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$489K -$51.1K -844 -10%
AWA
85
Amplius Wealth Advisors
Pennsylvania
$485K – – –
TB
86
Treynor Bancshares
Iowa
$484K – – –
GCA
87
Gradient Capital Advisors
California
$477K – – –
Savant Capital
88
Savant Capital
Illinois
$472K – – –
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$455K -$11.9K -196 -3%
Regions Financial Corp
90
Regions Financial Corp
Alabama
$449K – – –
BTWM
91
Baker Tilly Wealth Management
Wisconsin
$448K – – –
MIM
92
Moseley Investment Management
Florida
$441K – – –
Baird Financial Group
93
Baird Financial Group
Wisconsin
$434K – – –
SCA
94
Sandy Cove Advisors
Massachusetts
$405K +$2.36K +39 +0.6%
Integrated Wealth Concepts
95
Integrated Wealth Concepts
Massachusetts
$394K +$45.2K +746 +13%
GWP
96
Gateway Wealth Partners
Wisconsin
$394K +$384K +6,338 New
Beacon Pointe Advisors
97
Beacon Pointe Advisors
California
$381K -$7.87K -130 -2%
F.L. Putnam Investment Management
98
F.L. Putnam Investment Management
Massachusetts
$380K -$3.75K -62 -1%
IGWM
99
ICA Group Wealth Management
Colorado
$372K -$12.8K -212 -3%
Cerity Partners
100
Cerity Partners
New York
$367K – – –