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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
251
AQR Capital Management
Connecticut
$517K +$532K +10,145 New
IAN
252
Integrated Advisors Network
Texas
$512K
PT
253
Plimoth Trust
Massachusetts
$499K -$3.15K -60 -0.6%
AIM
254
Aspen Investment Management
Michigan
$491K
PI
255
PFG Investments
New York
$487K -$116K -2,217 -19%
VPP
256
Vertex Planning Partners
Illinois
$486K +$997 +19 +0.2%
EAM
257
Evanson Asset Management
California
$468K +$2.94K +56 +0.6%
WWM
258
Western Wealth Management
Colorado
$467K -$1.13M -21,478 -70%
Invesco
259
Invesco
Georgia
$460K -$6.56K -125 -1%
IA
260
IFP Advisors
Florida
$444K +$52 +1 +0%
FHA
261
Flagship Harbor Advisors
Massachusetts
$444K -$70.8K -1,349 -13%
IFWM
262
Institute for Wealth Management
Colorado
$432K -$10.2K -195 -2%
LWL
263
Leo Wealth LLC
Texas
$432K
PTC
264
Private Trust Company
Ohio
$430K
GSWM
265
Golden State Wealth Management
California
$427K +$439K +8,372 New
ONB
266
Old National Bancorp
Indiana
$424K
FA
267
FSA Advisors
Michigan
$423K -$14.5K -276 -3%
BWM
268
BCGM Wealth Management
Indiana
$421K +$1.84K +35 +0.4%
OIA
269
OneDigital Investment Advisors
Kansas
$420K -$3.62K -69 -0.8%
CFG
270
Citizens Financial Group
Rhode Island
$419K +$31.8K +606 +8%
PAS
271
Park Avenue Securities
New York
$419K +$106K +2,030 +33%
RIP
272
Reliant Investment Partners
North Carolina
$417K +$429K +8,182 New
RSWA
273
Robinson Smith Wealth Advisors
Maine
$416K
PFS
274
Prospera Financial Services
Texas
$415K +$1.36K +26 +0.3%
TCG
275
Transcendent Capital Group
Oklahoma
$413K +$253K +4,820 +12,684%