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WisdomTree US High Dividend Fund
DHS

Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$60.4M +$58.2M +731,351 New
LW
2
Linscomb Wealth
Texas
$34.4M -$356K -4,478 -1%
CCA
3
Clearwater Capital Advisors
Illinois
$27.2M +$439K +5,519 +2%
Bank of America
4
Bank of America
North Carolina
$21.1M +$1.86M +23,445 +10%
CAN
5
Cetera Advisor Networks
California
$20.1M +$100K +1,257 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$20M +$428K +5,376 +2%
LPL Financial
7
LPL Financial
California
$14.5M -$31.5K -396 -0.2%
FMLI
8
Fukoku Mutual Life Insurance
Japan
$12.4M – – –
Wells Fargo
9
Wells Fargo
California
$11.3M -$405K -5,091 -4%
RJA
10
Raymond James & Associates
Florida
$10.4M +$380K +4,782 +4%
UBS Group
11
UBS Group
Switzerland
$9.74M +$36.2K +455 +0.4%
EAM
12
Evanson Asset Management
California
$8.31M -$778K -9,785 -9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.86M +$421K +5,290 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.83M +$700K +8,797 +14%
BHWA
15
Beacon Harbor Wealth Advisors
Virginia
$5.61M +$5.4M +67,913 New
CA
16
Cetera Advisors
Colorado
$5.43M +$1.13M +14,205 +28%
APP
17
Avantax Planning Partners
Iowa
$4.22M -$60.9K -766 -1%
CG
18
Colony Group
Massachusetts
$3.33M -$254K -3,196 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.26M -$184K -2,318 -6%
PWM
20
PBMares Wealth Management
Virginia
$3.09M -$22.5K -283 -0.8%
DFA
21
DHK Financial Advisors
New Hampshire
$3.07M +$2.96M +37,188 New
KAS
22
Kestra Advisory Services
Texas
$3.05M +$125K +1,577 +4%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.85M +$232K +2,919 +9%
Mariner
24
Mariner
Kansas
$2.6M -$39.5K -497 -2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.42M +$339K +4,268 +17%
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