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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
$138M -$24.6M -300,286 -15%
Morgan Stanley
2
Morgan Stanley
New York
$93.3M +$2.69M +32,803 +3%
LPL Financial
3
LPL Financial
California
$67.1M +$2.82M +34,362 +4%
Wells Fargo
4
Wells Fargo
California
$32.1M -$1.63M -19,858 -5%
6F
5
626 Financial
Michigan
$25.9M -$119K -1,455 -0.5%
CWM
6
Connecticut Wealth Management
Connecticut
$22.8M – – –
PFG
7
Pinnacle Financial Group
Illinois
$21.9M -$455K -5,553 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$20.1M +$918K +11,210 +5%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$19.5M +$18.8M +229,447 +8,897%
HighTower Advisors
10
HighTower Advisors
Illinois
$16.3M -$151K -1,839 -0.9%
KAS
11
Kestra Advisory Services
Texas
$14.3M +$2.11M +25,702 +18%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$13.3M -$15.9M -194,626 -55%
Ameriprise
13
Ameriprise
Minnesota
$12.2M -$242K -2,956 -2%
MPW
14
Melone Private Wealth
Michigan
$12M +$1.45M +17,670 +14%
CPG
15
Cornerstone Planning Group
New Jersey
$11.5M +$10.4M +127,362 New
Osaic Holdings
16
Osaic Holdings
Arizona
$8.25M +$485K +5,916 +6%
VPP
17
Vertex Planning Partners
Illinois
$8.03M +$176K +2,145 +2%
UBS Group
18
UBS Group
Switzerland
$7.76M +$346K +4,225 +5%
FIA
19
Foundations Investment Advisors
Arizona
$7.4M +$448K +5,468 +7%
FRA
20
FFG Retirement Advisors
Colorado
$6.46M -$120K -1,464 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$6.4M -$54.3K -663 -0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.94M +$558K +6,815 +11%
AI
23
Atria Investments
North Carolina
$5.83M +$99.8K +1,218 +2%
SA
24
Sanctuary Advisors
Indiana
$5.47M +$251K +3,062 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.32M +$420K +5,125 +9%
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