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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
$45.2M -$1.36M -31,296 -3%
LPL Financial
2
LPL Financial
California
$32.8M +$6.18M +141,836 +24%
CWM
3
Connecticut Wealth Management
Connecticut
$29M -$5.86M -134,608 -17%
Morgan Stanley
4
Morgan Stanley
New York
$13.7M -$2.07M -47,534 -13%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.57M +$62.5K +1,436 +0.7%
UBS Group
6
UBS Group
Switzerland
$8.68M -$1.08M -24,728 -11%
Wells Fargo
7
Wells Fargo
California
$8.45M +$45.5K +1,044 +0.6%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.42M -$44.6M -1,024,360 -88%
SMG
9
Smart Money Group
Texas
$5.71M +$910K +20,908 +20%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$5.44M – – –
V
11
Veritable
Delaware
$3.92M – – –
Creative Planning
12
Creative Planning
Kansas
$3.16M +$380K +8,724 +14%
Citadel Advisors
13
Citadel Advisors
Florida
$3.07M -$2.33M -53,482 -44%
UCFA
14
United Capital Financial Advisors
Texas
$2.84M -$71K -1,630 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.46M -$106K -2,434 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.41M -$770K -17,684 -25%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$2.24M -$530K -12,172 -20%
GVAG
18
Great Valley Advisor Group
Delaware
$2.19M +$2.11M +48,490 New
CIC
19
Cutler Investment Counsel
Oregon
$1.79M +$347K +7,970 +25%
SPIA
20
Steward Partners Investment Advisory
New York
$1.79M +$52.9K +1,216 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.69M -$3.04M -69,766 -65%
CAC
22
Certified Advisory Corp
Florida
$1.62M +$1.18M +27,212 +308%
MIAN
23
Mariner Independent Advisor Network
Kansas
$1.59M +$109K +2,496 +8%
William Blair & Company
24
William Blair & Company
Illinois
$1.31M -$510K -11,722 -29%
AAS
25
Avantax Advisory Services
Texas
$1.2M +$191K +4,384 +20%
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