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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Provident Wealth Management
Tennessee
$2K +$2.53K +86 New
CIAS
277
Capital Investment Advisory Services
North Carolina
$1K – – –
TFGT
278
TS Financial Group (TSFG)
Illinois
$1K – – –
PS
279
Planned Solutions
California
$1K +$1.03K +35 New
AIP
280
Almanack Investment Partners
Pennsylvania
– -$6.05M -213,322 Closed
WSTAM
281
Wilbanks Smith & Thomas Asset Management
Virginia
– -$5.12M -180,663 Closed
HAS
282
HBW Advisory Services
California
– -$2.64M -93,270 Closed
CWM
283
Capital Wealth Management
Rhode Island
– -$2.26M -79,809 Closed
PCS
284
Personal CFO Solutions
New Jersey
– -$992K -33,682 -79%
SW
285
StrongBox Wealth
Missouri
– -$717K -25,308 Closed
TI
286
Trexquant Investment
Connecticut
– -$476K -16,811 Closed
MOS
287
MGO One Seven
Ohio
– -$326K -11,511 Closed
MMA
288
Miracle Mile Advisors
California
– -$294K -10,384 Closed
IFG
289
Independent Financial Group
California
– -$292K -10,299 Closed
PMG
290
ProVise Management Group
Florida
– -$280K -9,885 Closed
Brown Advisory
291
Brown Advisory
Maryland
– -$243K -8,565 Closed
FIM
292
Fernwood Investment Management
Massachusetts
– -$218K -7,683 Closed
WMA
293
Wealth Management Associates
New Jersey
– -$209K -7,386 Closed
PA
294
PFG Advisors
Arizona
– -$203K -7,259 Closed
JPLA
295
Joseph P. Lucia & Associates
New York
– -$138K -4,880 Closed
SIM
296
Sonora Investment Management
Arizona
– -$76K -2,692 Closed
FANJ
297
Financial Architects (New Jersey)
New Jersey
– -$59K -2,081 Closed
ACA
298
Atlas Capital Advisors
Wyoming
– -$32.1K -1,131 Closed
WOC
299
West Oak Capital
California
– -$12K -410 Closed
SFSIG
300
San Francisco Sentry Investment Group
California
– -$10K -364 Closed