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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
STA
326
Summit Trail Advisors
New York
$268K +$276K +5,110 New
CBU
327
CIBC Bancorp USA
Illinois
$267K +$274K +5,080 New
CA
328
Calton & Associates
Florida
$265K -$10.1K -188 -4%
SF
329
Seek First
California
$262K -$44.7K -828 -14%
MW
330
Marble Wealth
Alabama
$261K
KIM
331
Kestra Investment Management
Texas
$259K
William Blair & Company
332
William Blair & Company
Illinois
$258K +$270 +5 +0.1%
BFA
333
Beacon Financial Advisory
Ohio
$254K -$6.74K -125 -3%
QWM
334
Quadcap Wealth Management
Texas
$253K -$971 -18 -0.4%
PCP
335
Panoramic Capital Partners
Oregon
$252K
PG
336
Patten Group
Tennessee
$250K -$3.56K -66 -1%
IRC
337
Investors Research Corp
Georgia
$248K -$16.2K -300 -6%
MC
338
Moors & Cabot
Massachusetts
$246K -$5.12K -95 -2%
AP
339
Appleton Partners
Massachusetts
$246K
BFG
340
Berger Financial Group
Minnesota
$243K +$54 +1 +0%
PWA
341
Pitcairn Wealth Advisors
Pennsylvania
$243K
Neuberger Berman Group
342
Neuberger Berman Group
New York
$241K
SMC
343
Smith, Moore & Co
Missouri
$241K
CWA
344
Crux Wealth Advisors
California
$241K +$1.24K +23 +0.5%
Pathstone Holdings
345
Pathstone Holdings
New Jersey
$236K
SPWM
346
Smith Partners Wealth Management
North Carolina
$235K
RA
347
RFG Advisory
Alabama
$235K +$3.56K +66 +1%
AIM
348
Alhambra Investment Management
Florida
$232K
PCIA
349
Prime Capital Investment Advisors
Kansas
$232K +$1.19K +22 +0.5%
WA
350
Winter & Associates
Minnesota
$231K +$2.37K +44 +1%