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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
101
Baker Tilly Wealth Management
Wisconsin
$415K -$90.8K -1,350 -19%
WIC
102
Willis Investment Counsel
Georgia
$394K
BAM
103
Belpointe Asset Management
Nevada
$389K
IWC
104
Integrated Wealth Concepts
Massachusetts
$388K -$6.18K -92 -2%
IAS
105
Insigneo Advisory Services
Florida
$382K
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$380K -$8.67K -129 -2%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$379K +$361K +5,363 New
FLPIM
108
F.L. Putnam Investment Management
Massachusetts
$371K -$58.5K -870 -14%
KFI
109
Key Financial Inc
Pennsylvania
$371K +$1.08K +16 +0.3%
SAW
110
Signal Advisors Wealth
Michigan
$369K -$49.3K -733 -12%
MWM
111
Maripau Wealth Management
Indiana
$364K +$6.12K +91 +2%
EP
112
Essential Planning
New Hampshire
$336K
RWA
113
Rooted Wealth Advisors
Illinois
$332K -$569K -8,468 -64%
SFA
114
Sequoia Financial Advisors
Ohio
$330K +$672 +10 +0.2%
EP
115
EPIQ Partners
Minnesota
$325K
IGWM
116
ICA Group Wealth Management
Colorado
$314K -$23.4K -348 -7%
CAM
117
Crestone Asset Management
Colorado
$313K
GWM
118
Geneos Wealth Management
Colorado
$301K
RCAG
119
Rehmann Capital Advisory Group
Michigan
$280K
BAG
120
Bridgewealth Advisory Group
California
$248K -$177K -2,631 -43%
KFA
121
Kapstone Financial Advisors
Ohio
$248K
AFG
122
Allegheny Financial Group
Pennsylvania
$247K +$1.14K +17 +0.5%
WA
123
Waverly Advisors
Alabama
$244K +$232K +3,453 New
Brown Advisory
124
Brown Advisory
Maryland
$241K
NFG
125
Nations Financial Group
Iowa
$236K