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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
326
Quadcap Wealth Management
Texas
$281K +$8.87K +161 +3%
MW
327
Marble Wealth
Alabama
$280K – – –
KIM
328
Kestra Investment Management
Texas
$279K – – –
CIBC World Market
329
CIBC World Market
Ontario, Canada
$276K -$18.1K -329 -6%
STA
330
Summit Trail Advisors
New York
$276K -$12.6K -228 -4%
PCP
331
Panoramic Capital Partners
Oregon
$271K – – –
IRC
332
Investors Research Corp
Georgia
$267K – – –
PWA
333
Pitcairn Wealth Advisors
Pennsylvania
$266K – – –
AP
334
Appleton Partners
Massachusetts
$265K – – –
OFO
335
OneAscent Family Office
Alabama
$264K +$257K +4,666 New
BFA
336
Beacon Financial Advisory
Ohio
$261K -$11.5K -208 -4%
BFG
337
Berger Financial Group
Minnesota
$261K – – –
Neuberger Berman Group
338
Neuberger Berman Group
New York
$260K – – –
SMC
339
Smith, Moore & Co
Missouri
$259K – – –
Nuveen
340
Nuveen
North Carolina
$258K +$251K +4,556 New
PG
341
Patten Group
Tennessee
$256K -$12K -218 -5%
RA
342
RFG Advisory
Alabama
$252K -$937 -17 -0.4%
PCIA
343
Prime Capital Investment Advisors
Kansas
$251K +$1.49K +27 +0.6%
AIM
344
Alhambra Investment Management
Florida
$249K -$551 -10 -0.2%
SPWM
345
Smith Partners Wealth Management
North Carolina
$248K -$4.41K -80 -2%
MYIA
346
Mount Yale Investment Advisors
Colorado
$248K – – –
VAS
347
Vestmark Advisory Solutions
Massachusetts
$248K – – –
BAM
348
Berkshire Asset Management
Pennsylvania
$241K – – –
ESB
349
Essex Savings Bank
Connecticut
$237K – – –
CA
350
Calton & Associates
Florida
$237K -$46.7K -848 -17%