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WisdomTree US High Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$86.3M +$4.33M +54,129 +5%
LPL Financial
2
LPL Financial
California
$54.9M -$8.73M -109,046 -14%
Morgan Stanley
3
Morgan Stanley
New York
$45.3M -$8.48M -105,929 -16%
Bank of America
4
Bank of America
North Carolina
$35.5M -$6.77M -84,548 -16%
LW
5
Linscomb Wealth
Texas
$34.2M -$3.43M -42,865 -9%
Wells Fargo
6
Wells Fargo
California
$25.3M -$4.19M -52,365 -14%
CAN
7
Cetera Advisor Networks
California
$21.6M -$1.25M -15,569 -5%
MLA
8
MB, Levis & Associates
Pennsylvania
$12.8M +$58.8K +735 +0.5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.5M -$948K -11,843 -8%
KAS
10
Kestra Advisory Services
Texas
$11.3M +$363K +4,532 +3%
Ameriprise
11
Ameriprise
Minnesota
$10.6M -$1.65M -20,612 -13%
UBS Group
12
UBS Group
Switzerland
$8.75M -$444K -5,544 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.34M +$475K +5,938 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.78M -$529K -6,604 -6%
EAM
15
Evanson Asset Management
California
$7.67M -$205K -2,560 -3%
IWP
16
Invenio Wealth Partners
Florida
$6.91M +$6.96M +86,904 New
Mariner
17
Mariner
Kansas
$6.64M -$89.6K -1,119 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.53M -$6.49M -81,134 -50%
CA
19
Cetera Advisors
Colorado
$6.18M +$276K +3,454 +5%
Corient Private Wealth
20
Corient Private Wealth
Florida
$5.4M -$5.92K -74 -0.1%
PAG
21
Private Advisor Group
New Jersey
$5.36M -$981K -12,259 -15%
LWM
22
Ledge Wealth Management
Minnesota
$4.87M -$161K -2,008 -3%
RJA
23
Raymond James & Associates
Florida
$4.68M -$204K -2,544 -4%
LCM
24
LVM Capital Management
Michigan
$4.13M -$13.4K -167 -0.3%
PWM
25
Pacific Wealth Management
California
$3.66M -$66.5K -831 -2%