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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
$67.8M +$2.77M +45,840 +4%
LPL Financial
2
LPL Financial
California
$32.3M -$2.41M -39,832 -7%
CWM
3
Connecticut Wealth Management
Connecticut
$32.1M -$20.3K -336 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$15.4M +$671K +11,096 +4%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.9M -$178K -2,944 -2%
Wells Fargo
6
Wells Fargo
California
$10.4M +$21.3K +352 +0.2%
UBS Group
7
UBS Group
Switzerland
$6.89M +$76.8K +1,270 +1%
CAN
8
Cetera Advisor Networks
California
$6.16M +$166K +2,750 +3%
V
9
Veritable
Delaware
$4.6M -$14.6K -242 -0.3%
JFS
10
JD Financial Services
Pennsylvania
$4.38M +$430K +7,116 +11%
KAS
11
Kestra Advisory Services
Texas
$4.01M +$94.5K +1,562 +2%
FTUS
12
Flow Traders U.S.
New York
$3.74M +$832K +13,762 +28%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.52M +$342K +5,662 +10%
Creative Planning
14
Creative Planning
Kansas
$3.17M +$1.02M +16,824 +45%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$2.91M
GVAG
16
Great Valley Advisor Group
Delaware
$2.77M -$242K -3,996 -8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.76M +$2.84M +46,986 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.67M -$195K -3,220 -7%
MIAN
19
Mariner Independent Advisor Network
Kansas
$2.52M +$103K +1,696 +4%
SPIA
20
Steward Partners Investment Advisory
New York
$2.49M -$90.1K -1,490 -3%
CAC
21
Certified Advisory Corp
Florida
$2.29M -$654K -10,806 -22%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.21M +$35.1K +580 +2%
RC
23
RegentAtlantic Capital
New Jersey
$2.2M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.11M -$4.19M -69,240 -66%
CAGAS
25
Capital Advisory Group Advisory Services
Minnesota
$1.71M +$455K +7,516 +35%