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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DCA
76
DSG Capital Advisors
Minnesota
$764K +$785K +10,076 New
KCM
77
Kendall Capital Management
Maryland
$753K -$50.6K -650 -6%
MLA
78
My Legacy Advisors
Oregon
$750K -$55.6K -714 -7%
GWP
79
Gateway Wealth Partners
Wisconsin
$740K +$34.9K +448 +5%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$736K +$3.27K +42 +0.4%
RCM
81
RMR Capital Management
California
$725K +$545 +7 +0.1%
IAS
82
Insigneo Advisory Services
Florida
$719K +$195K +2,500 +36%
AI
83
Atria Investments
North Carolina
$714K +$151K +1,937 +26%
BP
84
Ballentine Partners
Massachusetts
$655K
BCM
85
Brookstone Capital Management
Illinois
$654K -$377K -4,842 -36%
KFI
86
Key Financial Inc
Pennsylvania
$643K +$155K +1,983 +31%
RWM
87
Revisor Wealth Management
Ohio
$614K +$71.8K +921 +13%
CFG
88
Cornerstone Financial Group
Nebraska
$592K +$608K +7,800 New
SC
89
Savant Capital
Illinois
$577K
AC
90
Avestar Capital
New York
$559K +$304K +3,905 +113%
SS
91
Sunbelt Securities
Texas
$556K +$1.79K +23 +0.3%
AWA
92
Alta Wealth Advisors
Massachusetts
$551K -$3.12K -40 -0.5%
WTFG
93
Wood Tarver Financial Group
Idaho
$549K +$565K +7,247 New
TFG
94
Team Financial Group
California
$536K -$3.12K -40 -0.6%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$531K
SCTC
96
Sanibel Captiva Trust Company
Florida
$520K
CFD
97
Creative Financial Designs
Indiana
$497K +$11.5K +148 +2%
TC
98
TownSquare Capital
Utah
$465K +$19.5K +250 +4%
NG
99
Norden Group
Utah
$464K +$19.5K +250 +4%
GVAG
100
Great Valley Advisor Group
Delaware
$461K +$5.53K +71 +1%