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WisdomTree US High Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$679K +$111K +1,611 +20%
EWG
52
Executive Wealth Group
Washington
$632K +$4.49K +65 +0.7%
AG
53
Advisor Group
Arizona
$620K -$31.2K -452 -5%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$609K -$83.6K -1,210 -12%
FT
55
Fiduciary Trust
Massachusetts
$580K +$2.76K +40 +0.5%
Creative Planning
56
Creative Planning
Kansas
$571K -$34.8K -504 -6%
SB
57
Simmons Bank
Arkansas
$558K +$69 +1 +0%
FCB
58
First Command Bank
Texas
$558K +$258K +3,729 +88%
FCFS
59
First Command Financial Services
Texas
$558K +$258K +3,729 +88%
HighTower Advisors
60
HighTower Advisors
Illinois
$480K -$217K -3,143 -31%
DADC
61
D.A. Davidson & Co
Montana
$449K
FWM
62
Frontier Wealth Management
Missouri
$447K
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$443K -$23.8K -344 -5%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$425K
JMPWA
65
JP Morgan Private Wealth Advisors
California
$415K +$138K +1,999 +51%
Citadel Advisors
66
Citadel Advisors
Florida
$407K -$1.01M -14,592 -71%
IAA
67
Ironsides Asset Advisors
North Carolina
$399K
FCIM
68
Fairview Capital Investment Management
California
$382K
Stifel Financial
69
Stifel Financial
Missouri
$381K -$53.5K -775 -12%
SPIA
70
Steward Partners Investment Advisory
New York
$381K +$224K +3,244 +147%
DAS
71
Dynamic Advisor Solutions
Arizona
$373K +$83.9K +1,215 +30%
S
72
SignatureFD
Georgia
$357K +$353K +5,105 New
IFA
73
Interactive Financial Advisors
Illinois
$353K -$120K -1,734 -26%
Goldman Sachs
74
Goldman Sachs
New York
$350K +$346K +5,011 New
JP Morgan Chase
75
JP Morgan Chase
New York
$335K +$2.14K +31 +0.7%