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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
276
Golden State Wealth Management
California
$426K -$48.5K -880 -10%
First Trust Advisors
277
First Trust Advisors
Illinois
$424K – – –
MWM
278
MOR Wealth Management
Pennsylvania
$416K +$405K +7,354 New
KPWS
279
Kestra Private Wealth Services
Texas
$415K +$16K +291 +4%
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$407K +$149K +2,697 +60%
RIP
281
Reliant Investment Partners
North Carolina
$403K -$1.54K -28 -0.4%
CWM
282
Connecticut Wealth Management
Connecticut
$396K -$644K -11,691 -62%
CCG
283
Chatham Capital Group
Georgia
$396K – – –
PFS
284
Prospera Financial Services
Texas
$391K -$21.7K -394 -5%
IA
285
IFP Advisors
Florida
$390K – – –
WMA
286
Wealth Management Associates
New Jersey
$390K -$10.7K -194 -3%
BI
287
Berkeley Inc
Idaho
$388K -$5.51K -100 -1%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$387K -$6.06K -110 -2%
KFI
289
Key Financial Inc
Pennsylvania
$384K – – –
SMBT
290
Southern Michigan Bank & Trust
Michigan
$381K -$21K -381 -5%
FIA
291
Foundations Investment Advisors
Arizona
$378K +$52.8K +959 +17%
WCP
292
Wick Capital Partners
Pennsylvania
$366K – – –
WIA
293
World Investment Advisors
California
$358K -$29.1K -528 -7%
IFG
294
Independent Financial Group
California
$357K +$58K +1,053 +20%
SPC
295
Sigma Planning Corp
Michigan
$355K +$441 +8 +0.1%
FHA
296
Flagship Harbor Advisors
Massachusetts
$351K -$51.6K -937 -13%
WFAG
297
Worth Financial Advisory Group
North Carolina
$350K +$342K +6,201 New
ONB
298
Old National Bancorp
Indiana
$347K -$111K -2,012 -25%
DE
299
Diversified Enterprises
Delaware
$343K +$165 +3 +0%
RWB
300
RMR Wealth Builders
New Jersey
$343K -$2.75K -50 -0.8%