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WisdomTree US High Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthPLAN Partners
Nebraska
$52.3K – – –
ACM
102
Armbruster Capital Management
New York
$46K – – –
BAM
103
Bruderman Asset Management
New York
$44K – – –
EDRH
104
Edmond de Rothschild Holding
Switzerland
$42K +$42.2K +630 New
WA
105
WFG Advisors
Texas
$39K -$56.7K -845 -59%
SBL
106
Sargent Bickham Lagudis
Colorado
$39K +$39K +581 New
CFA
107
Carroll Financial Associates
North Carolina
$33K – – –
MSFP
108
Mark Sheptoff Financial Planning
Connecticut
$23K +$3.29K +49 +16%
CYG
109
Clean Yield Group
Vermont
$14K – – –
GWM
110
Geneos Wealth Management
Colorado
$13K -$87.2K -1,300 -87%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$12K – – –
BKA
112
Brick & Kyle Associates
Pennsylvania
$12K – – –
IAS
113
INR Advisory Services
Pennsylvania
$11K – – –
WEC
114
Winslow Evans & Crocker
Massachusetts
$6.65K – – –
Mariner
115
Mariner
Kansas
$6K +$6.44K +96 New
Citigroup
116
Citigroup
New York
$2K – – –
Goldman Sachs
117
Goldman Sachs
New York
– -$261K -3,915 Closed
CIBC World Market
118
CIBC World Market
Ontario, Canada
– -$214K -3,214 Closed
BOS
119
Bingham Osborn & Scarborough
California
– -$212K -3,185 Closed
MFT
120
Moisand Fitzgerald Tamayo
Florida
– -$201K -3,013 Closed
WCF
121
West Coast Financial
California
– -$200K -3,000 Closed
LGWM
122
Litman Gregory Wealth Management
California
– -$74K -1,103 Closed
First Manhattan
123
First Manhattan
New York
– -$50K -753 Closed
BlackRock
124
BlackRock
New York
– -$7K -100 Closed
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
– -$3K -45 Closed