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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SI
251
Saxon Interests
Texas
$575K – – –
TNBTD
252
Trustmark National Bank Trust Department
Mississippi
$554K -$168K -3,047 -24%
WF
253
WealthPoint Financial
North Carolina
$552K +$12.1K +220 +2%
IAN
254
Integrated Advisors Network
Texas
$548K -$19.3K -350 -3%
AIM
255
Aspen Investment Management
Michigan
$544K – – –
EF
256
Evanson Financial
Virginia
$534K +$521K +9,449 New
CIA
257
Concurrent Investment Advisors
Florida
$524K -$59.6K -1,082 -10%
PI
258
PFG Investments
New York
$523K -$3.64K -66 -0.7%
VPP
259
Vertex Planning Partners
Illinois
$514K +$551 +10 +0.1%
HT
260
Heritage Trust
Oklahoma
$501K – – –
PT
261
Plimoth Trust
Massachusetts
$489K – – –
BCAM
262
Boston Common Asset Management
Massachusetts
$480K – – –
IFWM
263
Institute for Wealth Management
Colorado
$478K – – –
CFG
264
Citizens Financial Group
Rhode Island
$465K – – –
NP
265
NorthRock Partners
Minnesota
$465K +$145K +2,634 +47%
TLFA
266
True Link Financial Advisors
California
$463K -$611K -11,090 -58%
HBS
267
Howard Bailey Securities
Indiana
$462K -$72K -1,307 -14%
Invesco
268
Invesco
Georgia
$459K +$14.3K +260 +3%
RF
269
Rossby Financial
Florida
$458K -$522K -9,480 -54%
Vontobel Holding
270
Vontobel Holding
Switzerland
$454K +$5.51K +100 +1%
PFPG
271
Pinnacle Financial Partners (Georgia)
Georgia
$452K -$8.87K -161 -2%
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$450K +$7.55K +137 +2%
MWA
273
Medallion Wealth Advisors
Connecticut
$443K +$386 +7 +0.1%
RSWA
274
Robinson Smith Wealth Advisors
Maine
$441K -$19.9K -361 -4%
MWM
275
Modern Wealth Management
Kansas
$435K +$2.81K +51 +0.7%