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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
Waverly Advisors
Alabama
$302K
CFD
127
Creative Financial Designs
Indiana
$300K -$99.8K -1,218 -25%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$300K +$214K +2,606 +271%
NA
129
NewEdge Advisors
Louisiana
$299K -$4.34K -53 -1%
AFG
130
Allegheny Financial Group
Pennsylvania
$297K +$1.48K +18 +0.5%
KFA
131
Kapstone Financial Advisors
Ohio
$294K
RFP
132
Root Financial Partners
California
$288K +$281K +3,426 New
VT
133
Vise Technologies
New York
$288K +$281K +3,426 New
Stifel Financial
134
Stifel Financial
Missouri
$282K +$6.31K +77 +2%
CA
135
CoreCap Advisors
Michigan
$272K
MPW
136
Magnolia Private Wealth
Pennsylvania
$268K -$8.93K -109 -3%
EH
137
Equitable Holdings
New York
$258K +$82 +1 +0%
JWCA
138
J.W. Cole Advisors
Florida
$257K +$9.5K +116 +4%
BPA
139
Beacon Pointe Advisors
California
$252K
GIP
140
Greatmark Investment Partners
Georgia
$252K
KA
141
Klingman & Associates
New York
$252K +$246K +3,000 New
WMWM
142
Wilkins Miller Wealth Management
Alabama
$252K -$10.2K -125 -4%
PWM
143
Perigon Wealth Management
California
$246K
BTWM
144
Brass Tax Wealth Management
Ohio
$243K
BBW
145
Blue Barn Wealth
Utah
$240K +$983 +12 +0.4%
MIM
146
Moseley Investment Management
Florida
$239K
EP
147
EPIQ Partners
Minnesota
$235K -$16.4K -200 -7%
CF
148
Centaurus Financial
California
$235K +$82 +1 +0%
CFG
149
Cooper Financial Group
California
$232K
Brown Advisory
150
Brown Advisory
Maryland
$230K -$16.4K -200 -7%