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WisdomTree US Total Dividend Fund
DTD

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.9M +$4.21M +135,384 +33%
JWA
2
JFS Wealth Advisors
Pennsylvania
$16M -$102K -3,292 -0.6%
LPL Financial
3
LPL Financial
California
$15.2M +$556K +17,876 +4%
Morgan Stanley
4
Morgan Stanley
New York
$9.33M +$467K +15,030 +5%
Wells Fargo
5
Wells Fargo
California
$7.36M +$548K +17,612 +8%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$6.69M +$3.18M +102,244 +89%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$5.06M +$59.1K +1,900 +1%
CS
8
Credit Suisse
Switzerland
$3.77M -$1.88M -60,454 -33%
V
9
Veritable
Delaware
$2.74M – – –
Franklin Resources
10
Franklin Resources
California
$2.19M +$102K +3,290 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.93M +$280K +8,994 +17%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.77M +$360K +11,582 +25%
CWM
13
Concert Wealth Management
California
$1.41M +$37.8K +1,216 +3%
U
14
UBS
Switzerland
$1.24M -$1.01M -32,568 -45%
GW
15
GW & Wade
Massachusetts
$1.24M -$70.7K -2,274 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.02M -$311K -9,992 -23%
SC
17
Scotia Capital
Ontario, Canada
$657K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$556K +$334K +10,742 +148%
Ameriprise
19
Ameriprise
Minnesota
$505K +$17.7K +570 +4%
FVCM
20
F&V Capital Management
Florida
$474K – – –
SNC
21
Stifel Nicolaus & Co
Missouri
$440K – – –
CW
22
Cobiz Wealth
Colorado
$414K -$68.7K -2,208 -14%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$396K +$35.9K +1,154 +10%
BFS
24
Bradley Foster & Sargent
Connecticut
$352K +$23.5K +756 +7%
ICAS
25
Investors Capital Advisory Services
Massachusetts
$351K +$15.6K +502 +5%
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