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WisdomTree US Total Dividend Fund
DTD

Name Holding Trade Value Shares
Change 		Change in
Stake
QP
101
Quartz Partners
New York
$386K +$370K +5,034 New
SFA
102
Sequoia Financial Advisors
Ohio
$380K +$20.8K +282 +6%
GCA
103
Gradient Capital Advisors
California
$378K – – –
FLPIM
104
F.L. Putnam Investment Management
Massachusetts
$372K – – –
RFC
105
Regions Financial Corp
Alabama
$368K – – –
PAI
106
Pittenger & Anderson Inc
Nebraska
$358K +$343K +4,665 New
FNT
107
First Nebraska Trust
Nebraska
$358K +$343K +4,665 New
OMC
108
Old Mission Capital
Illinois
$354K +$340K +4,619 New
EP
109
EPIQ Partners
Minnesota
$353K – – –
IA
110
IFP Advisors
Florida
$350K +$224K +3,048 +202%
EP
111
Essential Planning
New Hampshire
$344K -$16.1K -219 -5%
SA
112
Sanctuary Advisors
Indiana
$340K -$47.4K -644 -13%
MFA
113
Mayflower Financial Advisors
Massachusetts
$315K – – –
GWM
114
Geneos Wealth Management
Colorado
$311K – – –
SPWM
115
Schrum Private Wealth Management
Florida
$307K +$294K +4,000 New
RCAG
116
Rehmann Capital Advisory Group
Michigan
$303K – – –
RWA
117
Rooted Wealth Advisors
Illinois
$281K -$25.2K -342 -8%
AFG
118
Allegheny Financial Group
Pennsylvania
$271K +$1.4K +19 +0.5%
BTWM
119
Brass Tax Wealth Management
Ohio
$268K – – –
WA
120
Waverly Advisors
Alabama
$267K +$1.03K +14 +0.4%
KFA
121
Kapstone Financial Advisors
Ohio
$267K – – –
AC
122
Avestar Capital
New York
$265K +$21K +286 +9%
EH
123
Equitable Holdings
New York
$262K -$4.2K -57 -2%
NA
124
NewEdge Advisors
Louisiana
$261K -$359K -4,880 -59%
NFG
125
Nations Financial Group
Iowa
$256K – – –
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5
6 7