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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
351
Mount Yale Investment Advisors
Colorado
$230K +$236K +4,379 New
VAS
352
Vestmark Advisory Solutions
Massachusetts
$230K +$236K +4,379 New
BAM
353
Berkshire Asset Management
Pennsylvania
$224K
ESB
354
Essex Savings Bank
Connecticut
$221K
NFA
355
Northern Financial Advisors
Michigan
$216K +$222K +4,118 New
SFA
356
Sequoia Financial Advisors
Ohio
$216K -$18.1K -335 -8%
MCA
357
Midwest Capital Advisors
Michigan
$216K -$2.16K -40 -1%
SEIA
358
Signature Estate & Investment Advisors
California
$215K -$450K -8,345 -67%
RW
359
Rockport Wealth
Ohio
$215K -$280K -5,183 -56%
RWA
360
Rooted Wealth Advisors
Illinois
$212K -$4.42K -82 -2%
CCM
361
Compass Capital Management
Minnesota
$210K +$216K +4,000 New
SWA
362
Sightline Wealth Advisors
Connecticut
$210K +$1.08K +20 +0.5%
AC
363
Avant Capital
Louisiana
$206K -$34.9K -648 -14%
WH
364
Willner & Heller
California
$206K +$1.08K +20 +0.5%
MCFP
365
Mallini Complete Financial Planning
Florida
$206K
BAM
366
Bosun Asset Management
Illinois
$205K
JPLA
367
Joseph P. Lucia & Associates
New York
$203K +$209K +3,871 New
MAM
368
MWA Asset Management
Massachusetts
$203K -$5.12K -95 -2%
US Bancorp
369
US Bancorp
Minnesota
$202K +$23.4K +434 +13%
RIP
370
RAM Investment Partners
Washington
$202K +$208K +3,851 New
BPWM
371
Badgley Phelps Wealth Managers
Washington
$200K +$206K +3,816 New
MA
372
Montag & Associates
Georgia
$193K
PMFA
373
Plante Moran Financial Advisors
Michigan
$192K +$197K +3,645 New
MIM
374
MTM Investment Management
South Carolina
$189K -$58.2K -1,080 -23%
CA
375
CoreCap Advisors
Michigan
$185K +$162 +3 +0.1%