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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
351
William Blair & Company
Illinois
$235K -$42K -763 -16%
CWA
352
Crux Wealth Advisors
California
$234K -$23.9K -434 -9%
NFA
353
Northern Financial Advisors
Michigan
$233K – – –
SFA
354
Sequoia Financial Advisors
Ohio
$233K – – –
MCA
355
Midwest Capital Advisors
Michigan
$232K -$275 -5 -0.1%
RW
356
Rockport Wealth
Ohio
$231K – – –
SWA
357
Sightline Wealth Advisors
Connecticut
$227K +$1.32K +24 +0.6%
HF
358
HRT Financial
New York
$227K +$222K +4,033 New
WH
359
Willner & Heller
California
$223K +$1.32K +24 +0.6%
AC
360
Avant Capital
Louisiana
$223K +$661 +12 +0.3%
MCFP
361
Mallini Complete Financial Planning
Florida
$221K – – –
BAM
362
Bosun Asset Management
Illinois
$220K – – –
JPLA
363
Joseph P. Lucia & Associates
New York
$219K – – –
RIP
364
RAM Investment Partners
Washington
$218K – – –
US Bancorp
365
US Bancorp
Minnesota
$218K -$165 -3 -0.1%
BPWM
366
Badgley Phelps Wealth Managers
Washington
$216K – – –
RWA
367
Rooted Wealth Advisors
Illinois
$215K -$496 -9 -0.2%
SFS
368
Sowell Financial Services
Arkansas
$214K +$209K +3,794 New
HP
369
Holistic Planning
Texas
$214K +$208K +3,778 New
SFP
370
SwitchPoint Financial Planning
Utah
$212K +$207K +3,758 New
WS
371
Wedbush Securities
California
$209K +$204K +3,703 New
MA
372
Montag & Associates
Georgia
$208K – – –
PMFA
373
Plante Moran Financial Advisors
Michigan
$206K – – –
FMTC
374
Farmers & Merchants Trust Company
California
$204K +$199K +3,606 New
VA
375
Valmark Advisers
Ohio
$204K +$198K +3,602 New