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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
$83.1M +$6.74M +105,885 +9%
Morgan Stanley
2
Morgan Stanley
New York
$37.4M +$4.63M +72,756 +14%
CWM
3
Connecticut Wealth Management
Connecticut
$35M -$19.9K -313 -0.1%
LPL Financial
4
LPL Financial
California
$26.8M -$7.67M -120,493 -23%
Wells Fargo
5
Wells Fargo
California
$24.6M +$12.8M +201,588 +112%
6F
6
626 Financial
Michigan
$19.6M -$4.17M -65,505 -18%
PFG
7
Pinnacle Financial Group
Illinois
$16.3M -$1.24M -19,502 -7%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.6M +$922K +14,484 +8%
CAN
9
Cetera Advisor Networks
California
$11.4M +$3.88M +60,969 +53%
UBS Group
10
UBS Group
Switzerland
$6.98M -$336K -5,286 -5%
Ameriprise
11
Ameriprise
Minnesota
$6.93M +$5.4M +84,878 +381%
MPW
12
Melone Private Wealth
Michigan
$6.31M +$42.8K +673 +0.7%
KAS
13
Kestra Advisory Services
Texas
$5M +$399K +6,270 +9%
AIA
14
Arrow Investment Advisors
Maryland
$4.93M +$4.86M +76,330 New
AWM
15
AE Wealth Management
Kansas
$4.89M +$915K +14,373 +23%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.72M +$2.68M +42,072 +135%
V
17
Veritable
Delaware
$4.51M -$117K -1,833 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.35M +$445K +6,998 +12%
Creative Planning
19
Creative Planning
Kansas
$3.48M +$4.01K +63 +0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.37M +$1.85M +29,121 +126%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$3.15M -$74.8K -1,175 -2%
DWA
22
Dorsey Wright & Associates
California
$2.91M +$2.87M +45,070 New
Osaic Holdings
23
Osaic Holdings
Arizona
$2.86M +$1.18M +18,587 +72%
MIAN
24
Mariner Independent Advisor Network
Kansas
$2.84M +$1.85M +29,096 +196%
SPIA
25
Steward Partners Investment Advisory
New York
$2.84M +$40.1K +630 +1%