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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HP
326
Holistic Planning
Texas
$235K
MIM
327
MTM Investment Management
South Carolina
$232K
IWC
328
Integrated Wealth Concepts
Massachusetts
$229K -$130K -2,559 -36%
BJL
329
Brighton Jones LLC
Washington
$225K +$51 +1 +0%
BFG
330
Berger Financial Group
Minnesota
$224K +$51 +1 +0%
SFA
331
Sequoia Financial Advisors
Ohio
$224K
AIM
332
Alhambra Investment Management
Florida
$221K
CWA
333
Crux Wealth Advisors
California
$221K +$1.17K +23 +0.5%
BPWM
334
Badgley Phelps Wealth Managers
Washington
$221K +$228K +4,464 New
HIS
335
Harvest Investment Services
Illinois
$221K +$204 +4 +0.1%
RW
336
RVW Wealth
California
$219K
RWA
337
Rooted Wealth Advisors
Illinois
$218K +$247K +4,852 +91%
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$40.3K -790 -15%
PCIA
339
Prime Capital Investment Advisors
Kansas
$213K +$1.12K +22 +0.5%
AC
340
Avant Capital
Louisiana
$209K +$459 +9 +0.2%
ESB
341
Essex Savings Bank
Connecticut
$208K
FMTC
342
Farmers & Merchants Trust Company
California
$207K
BAM
343
Berkshire Asset Management
Pennsylvania
$206K
RWM
344
Ritholtz Wealth Management
New York
$203K -$35.1K -688 -14%
NFA
345
Northern Financial Advisors
Michigan
$203K +$1.12K +22 +0.5%
MAM
346
MWA Asset Management
Massachusetts
$202K
TC
347
TownSquare Capital
Utah
$201K -$14.6K -287 -7%
CA
348
CoreCap Advisors
Michigan
$187K +$17.6K +346 +10%
US Bancorp
349
US Bancorp
Minnesota
$176K +$5.5K +108 +3%
BTD
350
BankPlus Trust Department
Mississippi
$175K -$7.08K -139 -4%