WISDOMTREE US TOTAL DIVIDEND - Security Detail

Security Name:	WISDOMTREE US TOTAL DIVIDEND
Ticker:	DTD
Security Type:	OTHER
Exchange:	US
CUSIP:	97717W109

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.58B	-	173	-
2024-09-30	$0.63B	+9.5%	176	+1.7%
2024-12-31	$0.62B	-2.3%	149	-15.3%

Institution	Value	Shares	% of Portfolio
PINNACLE FINANCIAL GROUP, LLC / IL	$21.3M	280K	8.3%
AVANT CAPITAL LLC	$2.3M	30K	1.9%
VERTEX PLANNING PARTNERS, LLC	$6.9M	91K	1.5%
CONNECTICUT WEALTH MANAGEMENT, LLC	$23.1M	327K	1.1%
MGO PRIVATE WEALTH, LLC	$1.4M	18K	1.0%
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	$2.5M	33K	0.9%
LCNB CORP	$1.9M	25K	0.7%
CORNERSTONE FINANCIAL GROUP, LLC /NE/	$0.6M	7K	0.6%
REVISOR WEALTH MANAGEMENT LLC	$0.6M	8K	0.6%
PANORAMIC INVESTMENT ADVISORS, LLC	$0.9M	11K	0.6%
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	$0.4M	5K	0.4%
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	$1.5M	19K	0.3%
MAGNOLIA PRIVATE WEALTH, LLC	$0.3M	4K	0.3%
WILKINS MILLER WEALTH MANAGEMENT, LLC	$0.2M	3K	0.3%
QUARTZ PARTNERS, LLC	$0.4M	5K	0.2%
ARVEST INVESTMENTS, INC.	$1.5M	19K	0.2%
KENDALL CAPITAL MANAGEMENT	$0.8M	9K	0.2%
RIGGS CAPITAL MANAGEMENT LLC	$0.2M	2K	0.2%
VANTAGE POINT FINANCIAL LLC	$0.4M	4K	0.2%
WOOD TARVER FINANCIAL GROUP, LLC	$0.5M	7K	0.2%
CONSOLIDATED PORTFOLIO REVIEW CORP	$1.0M	13K	0.2%
ESSENTIAL PLANNING, LLC.	$22.7M	291K	0.2%
KAPSTONE FINANCIAL ADVISORS LLC	$0.3M	3K	0.2%
KEY FINANCIAL INC	$0.6M	8K	0.2%
CLEARWATER CAPITAL ADVISORS, LLC	$1.4M	18K	0.1%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
VOOV	US	VANGUARD S&P 500 VALUE ETF	0.007	2	297
NOBL	US	PROSHARES S&P 500 DIVIDEND A	0.004	2	553
QUAL	US	ISHARES MSCI USA QUALITY FAC	0.003	3	1025
SPYG	US	SPDR PORTFOLIO S&P 500 GROWT	0.003	2	780
VOE	US	VANGUARD MID-CAP VALUE ETF	0.003	2	786
IVW	US	ISHARES S&P 500 GROWTH ETF	0.002	3	1282
VIG	US	VANGUARD DIVIDEND APPREC ETF	0.002	3	1575
IJH	US	ISHARES CORE S&P MIDCAP ETF	0.002	3	1683
SPY	US	SPDR S&P 500 ETF TRUST	0.001	3	2907
AAPL	US	APPLE INC	0.001	4	3956
VTI	US	VANGUARD TOTAL STOCK MKT ETF	0.001	2	2173
IVV	US	ISHARES CORE S&P 500 ETF	0.001	2	2481
NVDA	US	NVIDIA CORP	0.001	2	3653