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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
251
MGO One Seven
Ohio
$337K +$349K +8,220 New
BAM
252
Belpointe Asset Management
Nevada
$336K +$319K +7,500 +1,071%
EWA
253
EP Wealth Advisors
California
$328K -$1.09M -25,570 -88%
OIA
254
OneDigital Investment Advisors
Kansas
$326K -$7.06K -166 -2%
IFG
255
Independent Financial Group
California
$322K +$51.7K +1,217 +18%
IWN
256
Independent Wealth Network
Iowa
$322K +$58.9K +1,385 +21%
CSA
257
Cottage Street Advisors
Massachusetts
$312K +$324K +7,624 New
PFS
258
Prospera Financial Services
Texas
$311K -$14K -330 -4%
JIC
259
Johnson Investment Counsel
Ohio
$310K +$28.2K +664 +10%
GWM
260
Geneos Wealth Management
Colorado
$304K +$27.8K +654 +10%
MMA
261
Miracle Mile Advisors
California
$303K +$314K +7,397 New
SFS
262
Sowell Financial Services
Arkansas
$296K +$307K +7,232 New
NW
263
NewEdge Wealth
Pennsylvania
$290K +$300K +7,067 New
HIP
264
HUB Investment Partners
Texas
$288K +$298K +7,020 New
SFA
265
Source Financial Advisors
New York
$286K
RCM
266
Requisite Capital Management
Texas
$274K +$284K +6,674 New
US Bancorp
267
US Bancorp
Minnesota
$273K +$136K +3,210 +93%
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$267K -$32.3K -759 -10%
FFA
269
Fragasso Financial Advisors
Pennsylvania
$266K +$3.02K +71 +1%
RWB
270
RMR Wealth Builders
New Jersey
$265K -$11.4K -269 -4%
CA
271
Calton & Associates
Florida
$264K +$595 +14 +0.2%
T
272
TCWP
Ohio
$255K -$19.2K -452 -7%
IWC
273
Integrated Wealth Concepts
Massachusetts
$246K +$256K +6,013 New
SFI
274
SPC Financial Inc
Maryland
$246K
MIM
275
MTM Investment Management
South Carolina
$244K