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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
226
J.W. Cole Advisors
Florida
$753K -$59K -1,071 -7%
Betterment LLC
227
Betterment LLC
New York
$746K -$5.18K -94 -0.7%
WWM
228
Western Wealth Management
Colorado
$744K -$21.3K -386 -3%
JIC
229
Johnson Investment Counsel
Ohio
$740K +$441 +8 +0.1%
AQR Capital Management
230
AQR Capital Management
Connecticut
$717K +$107K +1,942 +18%
RAM
231
Redmond Asset Management
Virginia
$701K +$42.3K +768 +7%
IIC
232
Ironwood Investment Counsel
Arizona
$697K +$331 +6 +0%
FLPIM
233
F.L. Putnam Investment Management
Massachusetts
$696K +$89.5K +1,624 +15%
ADL
234
Asset Dedication LLC
California
$695K – – –
UPS
235
UHLMANN PRICE SECURITIES
Illinois
$688K -$11.4K -207 -2%
NIWA
236
New Insight Wealth Advisors
California
$683K +$10.2K +185 +2%
AF
237
Allworth Financial
California
$679K -$37.4K -678 -5%
PWMAG
238
Pinnacle Wealth Management Advisory Group
New Jersey
$677K -$55.4K -1,005 -8%
SB
239
Simmons Bank
Arkansas
$676K -$88.2K -1,600 -12%
HA
240
Hanover Advisors
South Carolina
$671K – – –
NHT
241
New Hampshire Trust
New Hampshire
$667K – – –
CWA
242
Centennial Wealth Advisory
Michigan
$660K -$3.2K -58 -0.5%
XT
243
XTX Topco
Cayman Islands
$650K +$634K +11,509 New
VCM
244
Vines Capital Management
Louisiana
$643K -$11K -200 -2%
CASB
245
Cape Ann Savings Bank
Massachusetts
$633K -$4.96K -90 -0.8%
WWA
246
WCG Wealth Advisors
Nevada
$626K -$13.4K -243 -2%
HWM
247
HB Wealth Management
Georgia
$624K -$99.9K -1,814 -14%
Franklin Resources
248
Franklin Resources
California
$617K +$16.5K +300 +3%
MA
249
MCF Advisors
Kentucky
$613K +$129K +2,339 +27%
AA
250
Ancora Advisors
Ohio
$579K – – –