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WisdomTree US High Dividend Fund
DHS

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.25M -$1.27M -13,482 -23%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$4.09M +$625K +6,659 +19%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.58M +$213K +2,270 +6%
FRA
29
FFG Retirement Advisors
Colorado
$3.52M +$48.9K +521 +1%
MA
30
Mutual Advisors
Nebraska
$3.41M -$27.6K -294 -0.8%
PWM
31
PBMares Wealth Management
Virginia
$3.35M +$47.7K +508 +1%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$3.24M +$2.62M +27,905 +466%
LCM
33
LVM Capital Management
Michigan
$3.23M -$569K -6,068 -15%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.02M -$1.53M -16,320 -34%
Goldman Sachs
35
Goldman Sachs
New York
$2.99M +$2.51M +26,698 +604%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.89M – – –
GRP
37
Global Retirement Partners
California
$2.78M +$2.72M +28,970 New
CB
38
Commerce Bank
Missouri
$2.38M -$60.5K -645 -3%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.3M +$485K +5,165 +27%
HighTower Advisors
40
HighTower Advisors
Illinois
$2.3M +$102K +1,087 +5%
APP
41
Avantax Planning Partners
Iowa
$2.25M -$48.9K -521 -2%
JSL
42
JT Stratford LLC
Georgia
$2.21M +$266K +2,838 +14%
William Blair & Company
43
William Blair & Company
Illinois
$2.13M +$181K +1,925 +10%
AI
44
ArchPoint Investors
Florida
$2.09M -$127K -1,350 -6%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.97M -$784K -8,353 -29%
Creative Planning
46
Creative Planning
Kansas
$1.93M +$1.03K +11 +0.1%
Truist Financial
47
Truist Financial
North Carolina
$1.82M -$161K -1,719 -8%
CTWM
48
Cherry Tree Wealth Management
Minnesota
$1.66M -$3.85K -41 -0.2%
Corient Private Wealth
49
Corient Private Wealth
Florida
$1.59M -$141K -1,500 -8%
JWCA
50
J.W. Cole Advisors
Florida
$1.52M +$566K +6,029 +61%
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