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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$377K -$5.06K -81 -1%
BPA
102
Beacon Pointe Advisors
California
$369K
FLPIM
103
F.L. Putnam Investment Management
Massachusetts
$368K
GFS
104
GYL Financial Synergies
Connecticut
$354K
WIC
105
Willis Investment Counsel
Georgia
$348K
RWM
106
Revisor Wealth Management
Ohio
$347K +$361K +5,772 New
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$340K +$337K +5,392 +2,140%
BAM
108
Belpointe Asset Management
Nevada
$331K -$3.12K -50 -0.9%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$327K -$15.2K -243 -4%
EP
110
Essential Planning
New Hampshire
$325K -$21.1K -338 -6%
IAS
111
Insigneo Advisory Services
Florida
$325K
IGWM
112
ICA Group Wealth Management
Colorado
$323K -$38K -608 -10%
CFD
113
Creative Financial Designs
Indiana
$321K +$56.2K +899 +20%
SAG
114
SageView Advisory Group
California
$314K -$182K -2,917 -36%
KFI
115
Key Financial Inc
Pennsylvania
$313K -$9.56K -153 -3%
OPPS
116
Obsidian Personal Planning Solutions
Maryland
$301K
EP
117
EPIQ Partners
Minnesota
$277K
BCM
118
Brookstone Capital Management
Illinois
$263K +$275K +4,397 New
Cerity Partners
119
Cerity Partners
New York
$260K -$100K -1,600 -27%
GWM
120
Geneos Wealth Management
Colorado
$256K
CIA
121
Compass Ion Advisors
Pennsylvania
$252K
CA
122
CoreCap Advisors
Michigan
$243K -$79.8K -1,277 -24%
CAM
123
Crestone Asset Management
Colorado
$241K
RCAG
124
Rehmann Capital Advisory Group
Michigan
$238K
TPWA
125
TRUE Private Wealth Advisors
Oregon
$228K