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WisdomTree US Total Dividend Fund
DTD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
101
TownSquare Capital
Utah
$350K +$344K +4,940 New
GCA
102
Gradient Capital Advisors
California
$349K -$97.6K -1,402 -22%
FLPIM
103
F.L. Putnam Investment Management
Massachusetts
$343K -$27.8K -400 -8%
RFC
104
Regions Financial Corp
Alabama
$340K -$169K -2,426 -34%
SA
105
Sanctuary Advisors
Indiana
$335K +$341K +4,903 New
EP
106
Essential Planning
New Hampshire
$333K -$30.1K -433 -8%
SFA
107
Sequoia Financial Advisors
Ohio
$331K +$905 +13 +0.3%
EP
108
EPIQ Partners
Minnesota
$326K – – –
RWA
109
Rooted Wealth Advisors
Illinois
$295K -$50.4K -724 -15%
MFA
110
Mayflower Financial Advisors
Massachusetts
$291K +$286K +4,105 New
GWM
111
Geneos Wealth Management
Colorado
$287K -$13.9K -200 -5%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$280K – – –
AFG
113
Allegheny Financial Group
Pennsylvania
$249K +$1.39K +20 +0.6%
KFA
114
Kapstone Financial Advisors
Ohio
$248K – – –
BTWM
115
Brass Tax Wealth Management
Ohio
$248K +$243K +3,498 New
EH
116
Equitable Holdings
New York
$246K +$42.1K +605 +21%
WA
117
Waverly Advisors
Alabama
$246K +$974 +14 +0.4%
OPPS
118
Obsidian Personal Planning Solutions
Maryland
$244K – – –
AF
119
Allworth Financial
California
$240K – – –
NFG
120
Nations Financial Group
Iowa
$237K – – –
BTWM
121
Baker Tilly Wealth Management
Wisconsin
$233K -$180K -2,580 -44%
MWA
122
Midland Wealth Advisors
Illinois
$230K – – –
BBW
123
Blue Barn Wealth
Utah
$225K +$1.11K +16 +0.5%
AC
124
Avestar Capital
New York
$225K – – –
CA
125
CoreCap Advisors
Michigan
$225K -$11.7K -168 -5%
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