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WisdomTree US High Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CL
151
Choreo LLC
Illinois
$248K – – –
DC
152
Davenport & Co
Virginia
$248K – – –
RWM
153
Revisor Wealth Management
Ohio
$247K +$241K +2,495 New
KW
154
KWB Wealth
California
$243K +$7.25K +75 +3%
IC
155
IEQ Capital
California
$240K +$234K +2,417 New
KPWS
156
Kestra Private Wealth Services
Texas
$239K +$233K +2,408 New
US Bancorp
157
US Bancorp
Minnesota
$231K – – –
CPA
158
Cardiff Park Advisors
California
$229K +$677 +7 +0.3%
JLBC
159
J.L. Bainbridge & Co
Florida
$229K – – –
FSA
160
Financial Sense Advisors
California
$224K +$387 +4 +0.2%
NFG
161
Nations Financial Group
Iowa
$222K – – –
LC
162
Lindbrook Capital
California
$219K – – –
AA
163
Armis Advisers
Georgia
$210K -$511K -5,290 -71%
AC
164
Apella Capital
Connecticut
$205K -$580 -6 -0.3%
CSC
165
Caldwell Sutter Capital
California
$205K +$15.1K +156 +8%
GWM
166
Geneos Wealth Management
Colorado
$177K +$97 +1 +0.1%
WPWM
167
Western Pacific Wealth Management
Illinois
$135K – – –
ACA
168
Aptus Capital Advisors
Alabama
$134K +$130K +1,350 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$119K – – –
CA
170
Clearstead Advisors
Ohio
$115K – – –
BFPW
171
BOK Financial Private Wealth
Colorado
$106K – – –
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$105K – – –
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$103K +$46.4K +480 +87%
HHGA
174
Halbert Hargrove Global Advisors
California
$100K – – –
IA
175
IFP Advisors
Florida
$100K – – –