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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
351
Wealthspire Advisors (New York)
New York
– -$1.57M -37,850 Closed
WIC
352
Whitegate Investment Counselors
New Hampshire
– -$1.18M -28,438 Closed
KWM
353
Kingsview Wealth Management
Oregon
– -$828K -19,986 Closed
TF
354
TIAA FSB
Florida
– -$484K -11,671 Closed
GSEP
355
Golden State Equity Partners
California
– -$282K -6,791 Closed
TC
356
TownSquare Capital
Utah
– -$279K -6,731 Closed
OC
357
Oakworth Capital
Alabama
– -$262K -6,316 Closed
MCWS
358
McKinley Carter Wealth Services
West Virginia
– -$240K -5,788 Closed
MWM
359
Meridian Wealth Management
Kentucky
– -$237K -5,706 Closed
MA
360
MCF Advisors
Kentucky
– -$235K -5,676 Closed
JPLA
361
Joseph P. Lucia & Associates
New York
– -$175K -4,216 Closed
RPCA
362
Running Point Capital Advisors
California
– -$138K -3,335 Closed
BW
363
Bison Wealth
Georgia
– -$110K -2,645 Closed
Citigroup
364
Citigroup
New York
– -$90K -2,165 Closed
FA
365
Flagstar Advisors
New York
– -$44K -1,053 Closed
IF
366
Ironwood Financial
Arizona
– -$25K -600 Closed
GRP
367
Global Retirement Partners
California
– -$21K -506 Closed
BMD
368
Better Money Decisions
New Mexico
– -$18K -426 Closed
BC
369
Bartlett & Co
Ohio
– -$16K -393 Closed
BCWM
370
Bartlett & Co Wealth Management
Ohio
– -$16.3K -393 Closed
RCA
371
Ranch Capital Advisors
Florida
– -$10K -253 Closed
EWM
372
EPG Wealth Management
Georgia
– -$8K -202 Closed
SCA
373
Stonebridge Capital Advisors
Minnesota
– -$4K -100 Closed