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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
$47.4M +$1.39M +30,452 +3%
LPL Financial
2
LPL Financial
California
$46.6M +$1.31M +28,672 +3%
Morgan Stanley
3
Morgan Stanley
New York
$14.4M +$1.25M +27,200 +10%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$14.3M +$4.35M +94,978 +46%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.38M +$272K +5,942 +3%
Wells Fargo
6
Wells Fargo
California
$9.35M -$4.99M -109,046 -36%
UBS Group
7
UBS Group
Switzerland
$9.01M +$1.73M +37,802 +25%
IAA
8
Independent Advisor Alliance
North Carolina
$5.6M +$4.27M +93,308 +373%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$5.44M +$4M +87,332 +1,917%
V
10
Veritable
Delaware
$3.73M – – –
JMPWA
11
JP Morgan Private Wealth Advisors
California
$3.35M +$315K +6,882 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.08M +$183 +4 +0%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.02M -$11.6K -254 -0.4%
Citadel Advisors
14
Citadel Advisors
Florida
$3M +$2.91M +63,504 New
CCA
15
Clearwater Capital Advisors
Illinois
$2.89M -$345K -7,528 -11%
Goldman Sachs
16
Goldman Sachs
New York
$2.35M -$2.84K -62 -0.1%
UCFA
17
United Capital Financial Advisors
Texas
$2.03M +$3.66K +80 +0.2%
William Blair & Company
18
William Blair & Company
Illinois
$2.02M +$183 +4 +0%
SPIA
19
Steward Partners Investment Advisory
New York
$1.82M -$641 -14 -0%
LC
20
LCNB Corp
Ohio
$1.58M +$36.6K +800 +2%
MIAN
21
Mariner Independent Advisor Network
Kansas
$1.53M +$5.22K +114 +0.4%
KCM
22
Kendall Capital Management
Maryland
$1.5M -$110K -2,400 -7%
CIC
23
Cutler Investment Counsel
Oregon
$1.36M -$36.2K -790 -3%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.34M -$685K -14,956 -35%
GW
25
GW & Wade
Massachusetts
$1.11M -$25.4K -554 -2%
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