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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PT
251
Plimoth Trust
Massachusetts
$483K -$2.04K -40 -0.4%
AIM
252
Aspen Investment Management
Michigan
$477K – – –
PI
253
PFG Investments
New York
$474K +$1.43K +28 +0.3%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$471K -$5.26M -103,109 -92%
VPP
255
Vertex Planning Partners
Illinois
$470K -$2.24K -44 -0.5%
WWM
256
Western Wealth Management
Colorado
$468K +$14.4K +283 +3%
EAM
257
Evanson Asset Management
California
$456K +$663 +13 +0.1%
PTC
258
Private Trust Company
Ohio
$436K +$18.9K +371 +4%
GSWM
259
Golden State Wealth Management
California
$433K +$19.1K +375 +4%
Invesco
260
Invesco
Georgia
$432K -$14.7K -288 -3%
IA
261
IFP Advisors
Florida
$431K -$917 -18 -0.2%
IFWM
262
Institute for Wealth Management
Colorado
$420K – – –
PG
263
Patten Group
Tennessee
$415K +$15.5K +304 +4%
ONB
264
Old National Bancorp
Indiana
$412K – – –
BWM
265
BCGM Wealth Management
Indiana
$410K +$1.48K +29 +0.4%
CFG
266
Citizens Financial Group
Rhode Island
$407K – – –
RSWA
267
Robinson Smith Wealth Advisors
Maine
$404K – – –
RIP
268
Reliant Investment Partners
North Carolina
$402K -$3.62K -71 -0.9%
GWM
269
Geneos Wealth Management
Colorado
$395K +$17.5K +344 +5%
PFS
270
Prospera Financial Services
Texas
$393K -$10.1K -198 -2%
WB
271
West Bancorporation
Iowa
$385K -$153K -3,000 -28%
DCM
272
DGS Capital Management
New Jersey
$380K -$129K -2,536 -25%
MWA
273
Medallion Wealth Advisors
Connecticut
$378K +$8.05K +158 +2%
FHA
274
Flagship Harbor Advisors
Massachusetts
$376K -$56.4K -1,107 -13%
BFA
275
Beacon Financial Advisory
Ohio
$374K +$153K +2,995 +66%