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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
326
Beacon Financial Advisory
Ohio
$256K -$35.3K -685 -12%
KIM
327
Kestra Investment Management
Texas
$254K -$59.3K -1,150 -19%
William Blair & Company
328
William Blair & Company
Illinois
$253K +$27.1K +525 +12%
WAM
329
Weinberger Asset Management
California
$253K -$876 -17 -0.3%
QWM
330
Quadcap Wealth Management
Texas
$249K +$1.39K +27 +0.6%
PG
331
Patten Group
Tennessee
$249K -$59.4K -1,153 -19%
WIM
332
WealthPlan Investment Management
Nebraska
$249K +$248K +4,819 New
PCP
333
Panoramic Capital Partners
Oregon
$248K
MC
334
Moors & Cabot
Massachusetts
$247K
PWA
335
Pitcairn Wealth Advisors
Pennsylvania
$243K +$242K +4,700 New
AP
336
Appleton Partners
Massachusetts
$242K
MIM
337
MTM Investment Management
South Carolina
$241K
BFG
338
Berger Financial Group
Minnesota
$239K +$52 +1 +0%
Neuberger Berman Group
339
Neuberger Berman Group
New York
$237K -$8.66K -168 -4%
SMC
340
Smith, Moore & Co
Missouri
$237K -$10.6K -205 -4%
AC
341
Avant Capital
Louisiana
$236K +$721 +14 +0.3%
CWA
342
Crux Wealth Advisors
California
$235K +$1.7K +33 +0.7%
PNC Financial Services Group
343
PNC Financial Services Group
Pennsylvania
$233K -$86.6K -1,681 -27%
Pathstone Holdings
344
Pathstone Holdings
New Jersey
$232K -$81.4K -1,580 -26%
SPWM
345
Smith Partners Wealth Management
North Carolina
$231K +$230K +4,473 New
SFA
346
Sequoia Financial Advisors
Ohio
$230K -$18.3K -356 -7%
AIM
347
Alhambra Investment Management
Florida
$228K -$1.55K -30 -0.7%
RA
348
RFG Advisory
Alabama
$227K +$2.89K +56 +1%
PCIA
349
Prime Capital Investment Advisors
Kansas
$226K +$1.65K +32 +0.7%
WA
350
Winter & Associates
Minnesota
$222K +$222K +4,303 New