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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
326
Bank of Montreal
Ontario, Canada
$15K +$148 +4 +1%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$14.9K
SFSIG
328
San Francisco Sentry Investment Group
California
$14K
WQ
329
Wealth Quarterback
New Jersey
$12.9K +$54.6K +1,476 New
WEC
330
Winslow Evans & Crocker
Massachusetts
$12K -$26.8K -726 -71%
FPB
331
First PREMIER Bank
South Dakota
$12K
OPS
332
Orion Portfolio Solutions
Nebraska
$11K +$10.4K +281 New
DY
333
Dowling & Yahnke
California
$11K +$11K +297 New
WCM
334
Wealthcare Capital Management
Virginia
$10K
SIAS
335
Shine Investment Advisory Services
Colorado
$9K
BL
336
Balentine LLC
Georgia
$8K +$74 +2 +1%
CFN
337
Cordasco Financial Network
Florida
$7K
MIFH
338
Migdal Insurance & Financial Holdings
Israel
$6K
BlackRock
339
BlackRock
New York
$6K +$2.81K +76 +101%
BFO
340
Biltmore Family Office
North Carolina
$6K +$5.44K +147 New
FRA
341
Front Row Advisors
California
$5K
LWA
342
Lenox Wealth Advisors
New York
$5K +$4.88K +132 New
GI
343
Gradient Investments
Minnesota
$4K
RCM
344
Rain Capital Management
Oregon
$4K
AIS
345
Accurate Investment Solutions
Pennsylvania
$3K +$37 +1 +1%
TFGT
346
TS Financial Group (TSFG)
Illinois
$2K -$3.77K -102 -67%
MSFP
347
Mark Sheptoff Financial Planning
Connecticut
$2K
RIA
348
Realta Investment Advisors
Delaware
$2K
WCG
349
Weaver Consulting Group
California
$2K
CAAS
350
Capital Asset Advisory Services
Michigan
$2K +$2.11K +57 New