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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BF
401
BOK Financial
Oklahoma
$84.3K – – –
DF
402
Dunhill Financial
United Kingdom
$81.4K – – –
Bessemer Group
403
Bessemer Group
New Jersey
$81K – – –
KSB
404
Kennebec Savings Bank
Maine
$80.1K -$29.3K -531 -27%
AAS
405
Ameritas Advisory Services
Nebraska
$78.4K +$76.4K +1,387 New
KFA
406
Kelleher Financial Advisors
New York
$77.6K -$109K -1,974 -59%
TAP
407
Tounjian Advisory Partners
Florida
$72.1K +$70.3K +1,276 New
National Bank of Canada
408
National Bank of Canada
Quebec, Canada
$67.8K – – –
GJIA
409
Glass Jacobson Investment Advisors
Maryland
$65.5K +$12.7K +231 +25%
GSEP
410
Golden State Equity Partners
California
$61.1K – – –
CFB
411
Cullen/Frost Bankers
Texas
$59.5K – – –
FW
412
Fairway Wealth
Ohio
$56.9K – – –
SIM
413
Synergy Investment Management
Florida
$56.5K – – –
VNA
414
Valley National Advisers
Pennsylvania
$52.6K – – –
MO
415
McMillan Office
Michigan
$50.9K – – –
AIP
416
Ameritas Investment Partners
Nebraska
$48.3K – – –
Russell Investments Group
417
Russell Investments Group
United Kingdom
$46.6K +$7.99K +145 +21%
PCTC
418
Perkins Coie Trust Company
Washington
$41.8K – – –
AssetMark Inc
419
AssetMark Inc
California
$40.1K +$15.2K +276 +64%
HC
420
Hoese & Co
Minnesota
$40.1K – – –
CT
421
Caldwell Trust
Florida
$36.7K – – –
W
422
WealthCollab
Washington
$36.5K +$35.5K +645 New
BW
423
Basepoint Wealth
Iowa
$34.8K +$55 +1 +0.2%
RWM
424
RMG Wealth Management
Wisconsin
$31.7K +$29.9K +543 New
CFFP
425
Center for Financial Planning
Michigan
$31.2K – – –