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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MAI Capital Management
Ohio
$30K
IWP
177
IAG Wealth Partners
Wisconsin
$26.9K
AIP
178
Ameritas Investment Partners
Nebraska
$25.8K +$155 +2 +0.6%
LC
179
Lindbrook Capital
California
$24.9K
TIM
180
Tortoise Investment Management
New York
$23.1K
GEA
181
Glen Eagle Advisors
New Jersey
$21.5K +$78 +1 +0.4%
GSWM
182
Golden State Wealth Management
California
$20.2K +$3.88K +50 +23%
AAP
183
Arax Advisory Partners
Colorado
$15.6K +$78 +1 +0.5%
SC
184
Swan Capital
Florida
$15.6K +$15.8K +203 New
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$15.4K
NEWAS
186
N.E.W. Advisory Services
Wisconsin
$13.7K +$13.7K +177 New
GI
187
GAMMA Investing
California
$12.3K +$12.4K +160 New
RFG
188
REAP Financial Group
Texas
$11.3K +$3.26K +42 +40%
Bessemer Group
189
Bessemer Group
New Jersey
$11K
AF
190
Allworth Financial
California
$7.62K -$248K -3,200 -97%
PS
191
Principal Securities
Iowa
$7.36K
SAM
192
Smartleaf Asset Management
Massachusetts
$5.11K +$777 +10 +18%
SIS
193
Sound Income Strategies
Florida
$4.62K
DFA
194
DHJJ Financial Advisors
Illinois
$1.08K
IAA
195
Independent Advisor Alliance
North Carolina
-$4.42M -58,293 Closed
EWM
196
Evercore Wealth Management
New York
-$1.2M -15,781 Closed
Jane Street
197
Jane Street
New York
-$1.07M -14,076 Closed
IAS
198
Insigneo Advisory Services
Florida
-$719K -9,474 Closed
OC
199
Optima Capital
Oregon
-$410K -5,408 Closed
NFG
200
Nations Financial Group
Iowa
-$254K -3,344 Closed