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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
301
Stonebridge Capital Advisors
Minnesota
$8K +$7.08K +186 New
TCWM
302
Total Clarity Wealth Management
Illinois
$8K +$7.76K +204 New
CTC
303
Central Trust Company
Missouri
$7K – – –
CAC
304
Certified Advisory Corp
Florida
$7K +$6.5K +171 New
MIFH
305
Migdal Insurance & Financial Holdings
Israel
$6K – – –
AF
306
Advisornet Financial
Minnesota
$6K +$38 +1 +0.6%
MWM
307
Mascoma Wealth Management
New Hampshire
$5K +$4.87K +128 New
RCM
308
Rain Capital Management
Oregon
$4K – – –
TFGT
309
TS Financial Group (TSFG)
Illinois
$2K – – –
AWM
310
Avior Wealth Management
Nebraska
$1K – – –
CFG
311
CMC Financial Group
Georgia
– -$13.5M -389,135 Closed
SW
312
Signify Wealth
Missouri
– -$12.9M -371,751 Closed
SS
313
Simplicity Solutions
Minnesota
– -$12.3M -354,796 Closed
EE
314
EWG Elevate
California
– -$2.09M -59,927 Closed
GSWM
315
Golden State Wealth Management
California
– -$1.03M -29,699 Closed
Goldman Sachs
316
Goldman Sachs
New York
– -$918K -26,382 Closed
PA
317
PSI Advisors
Florida
– -$716K -20,591 Closed
Jane Street
318
Jane Street
New York
– -$534K -15,344 Closed
IWC
319
Integrated Wealth Concepts
Massachusetts
– -$530K -15,214 Closed
FIM
320
Freedom Investment Management
Connecticut
– -$463K -13,308 Closed
SAM
321
SignalPoint Asset Management
Missouri
– -$428K -12,290 Closed
FFN
322
Focus Financial Network
Minnesota
– -$379K -10,876 Closed
RIA
323
Regal Investment Advisors
Michigan
– -$291K -8,374 Closed
RFC
324
Regions Financial Corp
Alabama
– -$290K -8,333 Closed
FFG
325
Fortem Financial Group
California
– -$260K -7,456 Closed