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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
326
Quadcap Wealth Management
Texas
$235K +$968 +19 +0.4%
HP
327
Holistic Planning
Texas
$235K – – –
MIM
328
MTM Investment Management
South Carolina
$232K – – –
IWC
329
Integrated Wealth Concepts
Massachusetts
$229K -$130K -2,559 -36%
BJL
330
Brighton Jones LLC
Washington
$225K +$51 +1 +0%
BFG
331
Berger Financial Group
Minnesota
$224K +$51 +1 +0%
SFA
332
Sequoia Financial Advisors
Ohio
$224K – – –
AIM
333
Alhambra Investment Management
Florida
$221K – – –
CWA
334
Crux Wealth Advisors
California
$221K +$1.17K +23 +0.5%
BPWM
335
Badgley Phelps Wealth Managers
Washington
$221K +$228K +4,464 New
HIS
336
Harvest Investment Services
Illinois
$221K +$204 +4 +0.1%
RW
337
RVW Wealth
California
$219K – – –
RWA
338
Rooted Wealth Advisors
Illinois
$218K +$247K +4,852 +91%
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$40.3K -790 -15%
PCIA
340
Prime Capital Investment Advisors
Kansas
$213K +$1.12K +22 +0.5%
AC
341
Avant Capital
Louisiana
$209K +$459 +9 +0.2%
ESB
342
Essex Savings Bank
Connecticut
$208K – – –
FMTC
343
Farmers & Merchants Trust Company
California
$207K – – –
BAM
344
Berkshire Asset Management
Pennsylvania
$206K – – –
RWM
345
Ritholtz Wealth Management
New York
$203K -$35.1K -688 -14%
NFA
346
Northern Financial Advisors
Michigan
$203K +$1.12K +22 +0.5%
MAM
347
MWA Asset Management
Massachusetts
$202K – – –
TC
348
TownSquare Capital
Utah
$201K -$14.6K -287 -7%
CA
349
CoreCap Advisors
Michigan
$187K +$17.6K +346 +10%
US Bancorp
350
US Bancorp
Minnesota
$176K +$5.5K +108 +3%