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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MW
326
Marble Wealth
Alabama
$280K
KIM
327
Kestra Investment Management
Texas
$279K
CIBC World Market
328
CIBC World Market
Ontario, Canada
$276K -$18.1K -329 -6%
STA
329
Summit Trail Advisors
New York
$276K -$12.6K -228 -4%
PCP
330
Panoramic Capital Partners
Oregon
$271K
IRC
331
Investors Research Corp
Georgia
$267K
PWA
332
Pitcairn Wealth Advisors
Pennsylvania
$266K
AP
333
Appleton Partners
Massachusetts
$265K
OFO
334
OneAscent Family Office
Alabama
$264K +$257K +4,666 New
BFA
335
Beacon Financial Advisory
Ohio
$261K -$11.5K -208 -4%
BFG
336
Berger Financial Group
Minnesota
$261K
Neuberger Berman Group
337
Neuberger Berman Group
New York
$260K
SMC
338
Smith, Moore & Co
Missouri
$259K
Nuveen
339
Nuveen
North Carolina
$258K +$251K +4,556 New
PG
340
Patten Group
Tennessee
$256K -$12K -218 -5%
RA
341
RFG Advisory
Alabama
$252K -$937 -17 -0.4%
PCIA
342
Prime Capital Investment Advisors
Kansas
$251K +$1.49K +27 +0.6%
AIM
343
Alhambra Investment Management
Florida
$249K -$551 -10 -0.2%
SPWM
344
Smith Partners Wealth Management
North Carolina
$248K -$4.41K -80 -2%
MYIA
345
Mount Yale Investment Advisors
Colorado
$248K
VAS
346
Vestmark Advisory Solutions
Massachusetts
$248K
BAM
347
Berkshire Asset Management
Pennsylvania
$241K
ESB
348
Essex Savings Bank
Connecticut
$237K
CA
349
Calton & Associates
Florida
$237K -$46.7K -848 -17%
William Blair & Company
350
William Blair & Company
Illinois
$235K -$42K -763 -16%