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WisdomTree US Total Dividend Fund
DTD

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$40M -$8.55M -244,944 -18%
Bank of America
2
Bank of America
North Carolina
$29.5M -$3.66M -104,900 -12%
Morgan Stanley
3
Morgan Stanley
New York
$16.9M +$2.09M +59,808 +15%
JWA
4
JFS Wealth Advisors
Pennsylvania
$11.1M -$77.4K -2,218 -0.7%
Wells Fargo
5
Wells Fargo
California
$9.23M +$256K +7,338 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$9.21M +$2.45M +70,128 +39%
WIM
7
Waverton Investment Management
United Kingdom
$4.88M +$3.88M +111,006 +539%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.56M +$2.61M +74,852 +355%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$3.24M +$191K +5,470 +7%
UBS Group
10
UBS Group
Switzerland
$3.18M -$3.37M -96,422 -53%
V
11
Veritable
Delaware
$3.13M – – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.61M -$279K -7,988 -10%
ICAS
13
Investors Capital Advisory Services
Massachusetts
$2.35M +$56.5K +1,618 +3%
UCFA
14
United Capital Financial Advisors
Texas
$2.1M -$32.3K -924 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.96M -$116K -3,334 -6%
CIC
16
Cutler Investment Counsel
Oregon
$1.86M +$306K +8,770 +21%
CWM
17
Concert Wealth Management
California
$1.79M +$22.8K +652 +1%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.15M +$13.1K +374 +1%
GW
19
GW & Wade
Massachusetts
$1.14M +$559 +16 +0.1%
FCI
20
Financial Counselors Inc
Kansas
$1.07M – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$958K -$553K -15,846 -38%
SCG
22
Sonata Capital Group
Washington
$771K +$34.9K +1,000 +5%
Comerica Bank
23
Comerica Bank
Texas
$722K -$523K -14,968 -44%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$718K +$118K +3,386 +21%
SEIA
25
Signature Estate & Investment Advisors
California
$704K +$93.8K +2,688 +16%
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