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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
226
Fernwood Investment Management
Massachusetts
$246K +$84 +2 +0%
RWB
227
RMR Wealth Builders
New Jersey
$246K +$249K +5,939 New
VWM
228
Vigilare Wealth Management
Arizona
$245K +$248K +5,916 New
FHA
229
Flagship Harbor Advisors
Massachusetts
$243K – – –
PFS
230
Prospera Financial Services
Texas
$242K -$1.68K -40 -0.7%
MCWS
231
McKinley Carter Wealth Services
West Virginia
$240K +$12.4K +295 +5%
BA
232
Bridgewater Advisors
New York
$240K +$244K +5,801 New
MWM
233
Meridian Wealth Management
Kentucky
$237K +$240K +5,706 New
PPG
234
Peak Planning Group
Colorado
$235K +$238K +5,671 New
MA
235
MCF Advisors
Kentucky
$235K – – –
BA
236
Bristlecone Advisors
Washington
$230K -$38.8K -925 -14%
PG
237
Patten Group
Tennessee
$230K -$5.04K -120 -2%
GVAG
238
Great Valley Advisor Group
Delaware
$222K +$2.02K +48 +0.9%
TF
239
Trek Financial
Arizona
$220K +$223K +5,312 New
AFAS
240
Acorn Financial Advisory Services
Virginia
$219K – – –
NA
241
NewEdge Advisors
Louisiana
$213K -$94.7K -2,255 -31%
HIIFS
242
Harel Insurance Investments & Financial Services
Israel
$187K -$42K -1,000 -18%
EW
243
Evoke Wealth
California
$175K -$42 -1 -0%
JPLA
244
Joseph P. Lucia & Associates
New York
$175K – – –
LAS
245
Lloyd Advisory Services
Georgia
$174K +$28.2K +671 +19%
RPCA
246
Running Point Capital Advisors
California
$138K – – –
GLLW
247
Graves Light Lenhart Wealth
Virginia
$124K – – –
AIP
248
Ameritas Investment Partners
Nebraska
$111K -$6.09K -145 -5%
BW
249
Bison Wealth
Georgia
$110K -$28.2K -672 -20%
HWA
250
Heritage Wealth Advisors
Virginia
$106K – – –
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