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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
326
Cullen/Frost Bankers
Texas
$32.6K – – –
RIA
327
Realta Investment Advisors
Delaware
$31.5K – – –
CSWM
328
Cassady Schiller Wealth Management
Ohio
$30.9K +$31K +750 New
MTIC
329
Missouri Trust & Investment Company
Missouri
$30K – – –
AF
330
Affiance Financial
Minnesota
$29.6K +$29.7K +719 New
GRP
331
Global Retirement Partners
California
$28.8K – – –
BAM
332
Belpointe Asset Management
Nevada
$28.8K +$29K +700 New
PMFA
333
Plante Moran Financial Advisors
Michigan
$27.1K +$248 +6 +0.9%
APC
334
Aspire Private Capital
North Carolina
$23.4K – – –
Deutsche Bank
335
Deutsche Bank
Germany
$21.2K – – –
RBC
336
Romano Brothers & Co
Illinois
$20.7K +$20.8K +502 New
AW
337
Avion Wealth
Texas
$19K – – –
AAG
338
Armstrong Advisory Group
Massachusetts
$18.6K +$18.7K +451 New
WWM
339
Wolff Wiese Magana
California
$18.5K – – –
BCWM
340
Bartlett & Co Wealth Management
Ohio
$17.5K – – –
BC
341
Bartlett & Co
Ohio
$17K – – –
PGAM
342
Princeton Global Asset Management
New Jersey
$17K – – –
NFSG
343
Newbridge Financial Services Group
Florida
$16.6K +$496 +12 +3%
FRA
344
Front Row Advisors
California
$16K – – –
BWM
345
BerganKDV Wealth Management
Minnesota
$14.2K – – –
PB
346
Pinnacle Bancorp
Nebraska
$13K +$13.2K +319 New
USCWA
347
U.S. Capital Wealth Advisors
Texas
$12.3K +$12.4K +300 New
JFGIW
348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.8K +$11.9K +288 New
FA
349
Fiduciary Alliance
South Carolina
$11.3K +$11.4K +275 New
RFA
350
Register Financial Advisors
Georgia
$11.1K +$11.2K +271 New
12 13
14
15 16