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WisdomTree US High Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
BerganKDV Wealth Management
Minnesota
$864K
NLG
77
New Legacy Group
New York
$823K
DADC
78
D.A. Davidson & Co
Montana
$817K
UCFA
79
United Capital Financial Advisors
Texas
$808K +$348K +4,075 +71%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$762K -$2.64M -30,860 -77%
Goldman Sachs
81
Goldman Sachs
New York
$729K -$1.67M -19,596 -69%
ASN
82
Advisory Services Network
Georgia
$726K +$52.3K +612 +7%
CCA
83
Clearwater Capital Advisors
Illinois
$724K -$147K -1,723 -16%
ERWM
84
Elk River Wealth Management
Colorado
$715K -$1.02K -12 -0.1%
CAL
85
Capital Advisors Ltd
Ohio
$682K
RWA
86
Rooted Wealth Advisors
Illinois
$679K +$695K +8,135 New
JMPWA
87
JP Morgan Private Wealth Advisors
California
$645K -$1.32M -15,513 -66%
PWMA
88
Pension & Wealth Management Advisors
Massachusetts
$644K -$4.18K -49 -0.6%
KW
89
KWB Wealth
California
$637K +$166K +1,946 +36%
RWM
90
Revisor Wealth Management
Ohio
$616K +$639K +7,485 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$611K -$77.2K -904 -11%
JWCA
92
J.W. Cole Advisors
Florida
$609K
CFG
93
Cooper Financial Group
California
$584K +$427 +5 +0.1%
WWM
94
Western Wealth Management
Colorado
$565K -$64.8K -759 -10%
SPC
95
Sigma Planning Corp
Michigan
$553K -$132K -1,550 -19%
IA
96
IFG Advisory
Georgia
$550K +$171 +2 +0%
CCM
97
Coldstream Capital Management
Washington
$533K -$81.1K -950 -13%
RA
98
RFG Advisory
Alabama
$528K -$10.2K -119 -2%
SI
99
Saxon Interests
Texas
$512K -$265K -3,105 -33%
PCM
100
Passive Capital Management
Maryland
$499K