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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
$149M -$5.65M -72,702 -4%
Morgan Stanley
2
Morgan Stanley
New York
$86.3M -$9.12M -117,429 -9%
LPL Financial
3
LPL Financial
California
$57.5M +$3.46M +44,618 +6%
Wells Fargo
4
Wells Fargo
California
$29.7M +$858K +11,045 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$27.2M +$644K +8,291 +2%
6F
6
626 Financial
Michigan
$24.1M +$693K +8,921 +3%
CWM
7
Connecticut Wealth Management
Connecticut
$21.3M -$4M -51,455 -16%
PFG
8
Pinnacle Financial Group
Illinois
$20.7M -$866K -11,154 -4%
Raymond James Financial
9
Raymond James Financial
Florida
$16.2M +$1.6M +20,630 +11%
HighTower Advisors
10
HighTower Advisors
Illinois
$15.1M +$49.9K +642 +0.3%
Ameriprise
11
Ameriprise
Minnesota
$11.7M +$323K +4,155 +3%
MPW
12
Melone Private Wealth
Michigan
$9.42M +$147K +1,889 +2%
VPP
13
Vertex Planning Partners
Illinois
$7.19M +$179K +2,300 +3%
UBS Group
14
UBS Group
Switzerland
$6.85M -$152K -1,953 -2%
FRA
15
FFG Retirement Advisors
Colorado
$6.52M +$1.84M +23,758 +39%
FIA
16
Foundations Investment Advisors
Arizona
$5.79M +$239K +3,078 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$5.75M +$174K +2,243 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.69M +$2.43M +31,298 +73%
EF
19
Envision Financial
Wisconsin
$5.01M -$313K -4,028 -6%
AI
20
Atria Investments
North Carolina
$4.94M +$4.25M +54,753 +581%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.88M +$15.8K +204 +0.3%
SA
22
Sanctuary Advisors
Indiana
$4.49M +$349K +4,495 +8%
KAS
23
Kestra Advisory Services
Texas
$4.28M +$2.27M +29,225 +28%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.26M -$94K -1,211 -2%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$4.14M -$363K -4,670 -8%