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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
$38.1M +$2.64M +67,092 +8%
LPL Financial
2
LPL Financial
California
$25.9M +$1.63M +41,474 +7%
Wells Fargo
3
Wells Fargo
California
$14.3M +$2.84M +72,156 +26%
Morgan Stanley
4
Morgan Stanley
New York
$12M -$2.59M -65,884 -18%
Jane Street
5
Jane Street
New York
$7.86M +$6.49M +165,064 +582%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.2M +$80.5K +2,046 +1%
UBS Group
7
UBS Group
Switzerland
$5.73M +$2.14M +54,448 +63%
JWA
8
JFS Wealth Advisors
Pennsylvania
$5.26M -$2.55M -64,740 -33%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.95M +$805K +20,466 +20%
Goldman Sachs
10
Goldman Sachs
New York
$4.08M -$648K -16,486 -14%
CA
11
Clearstead Advisors
Ohio
$3.83M +$3.71M +94,266 New
JMPWA
12
JP Morgan Private Wealth Advisors
California
$3.45M
CCA
13
Clearwater Capital Advisors
Illinois
$3.43M +$112K +2,852 +4%
V
14
Veritable
Delaware
$3.39M
William Blair & Company
15
William Blair & Company
Illinois
$2.89M +$118K +3,004 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.6M -$298K -7,574 -11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.21M +$189K +4,810 +10%
UCFA
18
United Capital Financial Advisors
Texas
$1.94M -$103K -2,610 -5%
CIC
19
Cutler Investment Counsel
Oregon
$1.9M +$96.7K +2,458 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$1.8M +$1.75M +44,428 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.66M +$285K +7,254 +21%
SEIA
22
Signature Estate & Investment Advisors
California
$1.58M +$250K +6,370 +20%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.19M +$863K +21,950 +300%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.18M -$46.6K -1,184 -4%
CWM
25
Concert Wealth Management
California
$1.16M -$609K -15,482 -35%