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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
101
Pittenger & Anderson Inc
Nebraska
$19K – – –
LFG
102
Larson Financial Group
Missouri
$14K – – –
MSFP
103
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
TIM
104
Tortoise Investment Management
New York
$14K – – –
BBPWM
105
Blue Bell Private Wealth Management
Pennsylvania
$10K -$2.18K -50 -20%
AIM
106
Anchor Investment Management
South Carolina
$9.77K – – –
GEA
107
Glen Eagle Advisors
New Jersey
$7.39K +$2.96K +68 +71%
TAM
108
Townsend Asset Management
North Carolina
$7K – – –
JFA
109
JNBA Financial Advisors
Minnesota
$6K – – –
SIS
110
Sound Income Strategies
Florida
$6K – – –
LWM
111
Liberty Wealth Management
California
$1K – – –
RCAG
112
Rehmann Capital Advisory Group
Michigan
– -$4.72M -120,634 Closed
Ameriprise
113
Ameriprise
Minnesota
– -$346K -8,834 Closed
TSS
114
Two Sigma Securities
New York
– -$239K -6,112 Closed
LWAC
115
Laurel Wealth Advisors (California)
California
– -$239K -6,094 Closed
BFPW
116
BOK Financial Private Wealth
Colorado
– -$238K -6,076 Closed
KFI
117
Key Financial Inc
Pennsylvania
– -$144K -3,598 Closed
ASN
118
Advisory Services Network
Georgia
– -$123K -3,130 Closed
CAN
119
Claraphi Advisory Network
United States
– -$101K -2,578 Closed
SIAS
120
Shine Investment Advisory Services
Colorado
– -$55K -1,400 Closed
WAP
121
Wealthcare Advisory Partners
Pennsylvania
– -$40K -1,022 Closed
SWA
122
Stratos Wealth Advisors
Ohio
– -$28K -702 Closed
SF
123
Synovus Financial
Georgia
– -$23K -600 Closed
CFG
124
Citizens Financial Group
Rhode Island
– -$18K -450 Closed
WCG
125
Weaver Consulting Group
California
– -$17K -440 Closed