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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
251
B. Riley Wealth Advisors
Florida
$463K +$446K +9,243 New
MWM
252
Modern Wealth Management
Kansas
$459K -$43.4K -899 -9%
WWM
253
Western Wealth Management
Colorado
$454K -$18.9K -392 -4%
GRP
254
Global Retirement Partners
California
$445K +$428K +8,873 New
FFA
255
Farther Finance Advisors
California
$443K +$359K +7,434 +529%
IA
256
IFP Advisors
Florida
$438K +$2.41K +50 +0.6%
GSWM
257
Golden State Wealth Management
California
$435K -$3.09K -64 -0.7%
IFWM
258
Institute for Wealth Management
Colorado
$425K
BWM
259
BCGM Wealth Management
Indiana
$417K +$1.83K +38 +0.5%
ONB
260
Old National Bancorp
Indiana
$417K
LWL
261
Leo Wealth LLC
Texas
$414K +$399K +8,266 New
CFG
262
Citizens Financial Group
Rhode Island
$412K
RSWA
263
Robinson Smith Wealth Advisors
Maine
$409K
Invesco
264
Invesco
Georgia
$405K -$31.1K -645 -7%
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$402K -$72K -1,492 -16%
PFS
266
Prospera Financial Services
Texas
$389K -$9.13K -189 -2%
PTC
267
Private Trust Company
Ohio
$385K -$54.2K -1,123 -13%
KIA
268
KCM Investment Advisors
California
$384K +$370K +7,670 New
MWA
269
Medallion Wealth Advisors
Connecticut
$381K -$7K -145 -2%
FHA
270
Flagship Harbor Advisors
Massachusetts
$379K -$1.83K -38 -0.5%
SPC
271
Sigma Planning Corp
Michigan
$378K +$5.7K +118 +2%
UPS
272
UHLMANN PRICE SECURITIES
Illinois
$377K -$228K -4,712 -38%
RIP
273
Reliant Investment Partners
North Carolina
$369K -$36.2K -750 -9%
DCM
274
DGS Capital Management
New Jersey
$366K -$17.1K -354 -5%
WB
275
West Bancorporation
Iowa
$365K -$24.1K -500 -6%