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WisdomTree US Total Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.7M +$2.98M +89,972 +17%
LPL Financial
2
LPL Financial
California
$17.5M +$680K +20,494 +4%
JWA
3
JFS Wealth Advisors
Pennsylvania
$14.3M -$2.67M -80,516 -16%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$9.3M +$9.04M +272,636 New
Wells Fargo
5
Wells Fargo
California
$7.81M -$225K -6,794 -3%
Morgan Stanley
6
Morgan Stanley
New York
$7.64M -$30.7K -926 -0.4%
UCFA
7
United Capital Financial Advisors
Texas
$4M +$3.89M +117,314 New
JMPWA
8
JP Morgan Private Wealth Advisors
California
$3.75M -$1.71M -51,598 -32%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.17M +$807K +24,336 +35%
V
10
Veritable
Delaware
$3.02M -$1.99K -60 -0.1%
CS
11
Credit Suisse
Switzerland
$2.76M -$864K -26,058 -24%
Franklin Resources
12
Franklin Resources
California
$2.65M +$145K +4,380 +6%
U
13
UBS
Switzerland
$2.2M -$1.05M -31,614 -33%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.13M +$89.2K +2,688 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.11M -$49.2K -1,482 -2%
CWM
16
Concert Wealth Management
California
$1.52M -$28.7K -866 -2%
GW
17
GW & Wade
Massachusetts
$1.22M -$37.5K -1,132 -3%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$1.06M +$216K +6,504 +27%
Ameriprise
19
Ameriprise
Minnesota
$589K +$18.3K +552 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$483K -$184K -5,562 -28%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$463K +$24.5K +738 +6%
Stifel Financial
22
Stifel Financial
Missouri
$428K +$416K +12,548 New
Goldman Sachs
23
Goldman Sachs
New York
$410K -$43.5K -1,312 -10%
CW
24
Cobiz Wealth
Colorado
$384K -$76.1K -2,294 -17%
CA
25
Cetera Advisors
Colorado
$299K +$67.1K +2,024 +30%