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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
101
F.L. Putnam Investment Management
Massachusetts
$400K
SAW
102
Signal Advisors Wealth
Michigan
$389K +$366K +5,947 New
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$389K -$31.4K -511 -8%
Cerity Partners
104
Cerity Partners
New York
$388K +$98.5K +1,600 +37%
GFS
105
GYL Financial Synergies
Connecticut
$384K
BPA
106
Beacon Pointe Advisors
California
$383K -$16.8K -273 -4%
IWC
107
Integrated Wealth Concepts
Massachusetts
$365K -$41.9K -681 -11%
WIC
108
Willis Investment Counsel
Georgia
$364K -$13.2K -215 -4%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$360K -$8.74K -142 -3%
BAM
110
Belpointe Asset Management
Nevada
$359K
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$355K
IAS
112
Insigneo Advisory Services
Florida
$353K
CFD
113
Creative Financial Designs
Indiana
$351K +$2.34K +38 +0.7%
KFI
114
Key Financial Inc
Pennsylvania
$342K +$1.48K +24 +0.5%
EP
115
Essential Planning
New Hampshire
$336K -$16.2K -263 -5%
MWM
116
Maripau Wealth Management
Indiana
$331K -$596K -9,680 -66%
IGWM
117
ICA Group Wealth Management
Colorado
$313K -$36.7K -596 -11%
OPPS
118
Obsidian Personal Planning Solutions
Maryland
$308K -$18.5K -301 -6%
SFA
119
Sequoia Financial Advisors
Ohio
$304K +$286K +4,654 New
EP
120
EPIQ Partners
Minnesota
$301K
CAM
121
Crestone Asset Management
Colorado
$289K +$26K +423 +11%
GWM
122
Geneos Wealth Management
Colorado
$278K
RCAG
123
Rehmann Capital Advisory Group
Michigan
$259K
MWA
124
Midland Wealth Advisors
Illinois
$258K +$243K +3,950 New
TPWA
125
TRUE Private Wealth Advisors
Oregon
$248K