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WisdomTree US High Dividend Fund
DHS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Maltin Wealth Management
New Jersey
$328K +$1.96K +28 +0.5%
RZH
77
Relyea Zuckerberg Hanson
Connecticut
$318K +$393K +5,615 New
UCFA
78
United Capital Financial Advisors
Texas
$313K – – –
EWM
79
Empirical Wealth Management
Washington
$299K -$55.9K -798 -13%
IFA
80
Interactive Financial Advisors
Illinois
$299K +$12.6K +180 +4%
EWG
81
Executive Wealth Group
Washington
$297K +$2.1K +30 +0.6%
CWM
82
Cedar Wealth Management
California
$292K +$210 +3 +0.1%
MBT
83
Montecito Bank & Trust
California
$291K -$7K -100 -2%
SPIA
84
Steward Partners Investment Advisory
New York
$285K -$44.8K -640 -11%
IA
85
IFG Advisory
Georgia
$281K +$348K +4,972 New
GW
86
GW & Wade
Massachusetts
$279K – – –
IAA
87
Ironsides Asset Advisors
North Carolina
$266K – – –
RCA
88
Ranch Capital Advisors
Florida
$256K +$6.3K +90 +2%
PAM
89
Peak Asset Management
Colorado
$254K +$67.9K +970 +28%
IWC
90
Integrated Wealth Concepts
Massachusetts
$248K +$306K +4,376 New
SFWC
91
Strategic Family Wealth Counselors
New Jersey
$247K -$491K -7,017 -62%
PAG
92
Private Advisor Group
New Jersey
$226K -$41.7K -596 -13%
VCS
93
Vaughan & Co Securities
New Jersey
$212K – – –
FCB
94
First Command Bank
Texas
$207K – – –
FCFS
95
First Command Financial Services
Texas
$207K – – –
WCG
96
Weaver Consulting Group
California
$188K -$282K -4,025 -55%
1IA
97
1834 Investment Advisors
Wisconsin
$176K +$17.7K +253 +9%
PFO
98
Pathstone Family Office
New Jersey
$170K +$210K +3,000 New
CAN
99
Claraphi Advisory Network
United States
$169K +$209K +2,980 New
OPS
100
Orion Portfolio Solutions
Nebraska
$161K +$3.36K +48 +2%
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4
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