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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
326
Badgley Phelps Wealth Managers
Washington
$233K
AIM
327
Alhambra Investment Management
Florida
$233K
RW
328
RVW Wealth
California
$232K
William Blair & Company
329
William Blair & Company
Illinois
$229K -$81.6K -1,575 -26%
SAW
330
Signal Advisors Wealth
Michigan
$229K +$226K +4,372 New
PCIA
331
Prime Capital Investment Advisors
Kansas
$228K +$1.29K +25 +0.6%
RA
332
RFG Advisory
Alabama
$227K -$116K -2,239 -34%
WCG
333
Weaver Consulting Group
California
$227K
SF
334
Synovus Financial
Georgia
$224K -$1.29K -25 -0.6%
BAM
335
Berkshire Asset Management
Pennsylvania
$223K
ESB
336
Essex Savings Bank
Connecticut
$220K
MCA
337
Midwest Capital Advisors
Michigan
$219K -$3.57K -69 -2%
CPG
338
Cornerstone Planning Group
New Jersey
$219K +$132K +2,549 +3,590%
FMTC
339
Farmers & Merchants Trust Company
California
$219K
NFA
340
Northern Financial Advisors
Michigan
$215K
MAM
341
MWA Asset Management
Massachusetts
$211K -$18.1K -350 -8%
KV
342
Kickstand Ventures
New York
$210K -$24.4K -472 -11%
RWA
343
Rooted Wealth Advisors
Illinois
$207K +$204K +3,936 New
RIP
344
RAM Investment Partners
Washington
$207K +$205K +3,951 New
PWM
345
Perigon Wealth Management
California
$207K +$205K +3,951 New
SWA
346
Sightline Wealth Advisors
Connecticut
$207K +$205K +3,949 New
MCFP
347
Mallini Complete Financial Planning
Florida
$205K
BAM
348
Bosun Asset Management
Illinois
$204K +$202K +3,900 New
EWM
349
Evolution Wealth Management
Florida
$203K -$17.1K -331 -8%
WH
350
Willner & Heller
California
$203K +$201K +3,876 New