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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HR
426
Howe & Rusling
New York
$1.85K +$1.79K +37 New
RCM
427
Raleigh Capital Management
North Carolina
$1.67K +$1.59K +33 New
BONH
428
Bank of New Hampshire
New Hampshire
$1.5K – – –
SAS
429
Spurstone Advisory Services
Connecticut
$1.3K – – –
FRA
430
Front Row Advisors
California
$1.05K – – –
GI
431
GAMMA Investing
California
$301 -$628 -13 -68%
KG
432
Kilter Group
New York
$151 +$145 +3 New
GWSA
433
Global Wealth Strategies & Associates
Colorado
$150 – – –
PWM
434
Provident Wealth Management
Tennessee
$50 – – –
IWP
435
Invenio Wealth Partners
Florida
– -$9.9M -199,998 Closed
FCI
436
Financial Counselors Inc
Kansas
– -$3.41M -68,918 Closed
RA
437
RiverTree Advisors
Florida
– -$1.07M -21,507 Closed
JWBC
438
John W. Brooker & Co
California
– -$944K -19,068 Closed
FAIM
439
Financial Advocates Investment Management
Washington
– -$636K -12,833 Closed
AIA
440
AssuredPartners Investment Advisors
Florida
– -$571K -11,540 Closed
RWA
441
Rooted Wealth Advisors
Illinois
– -$218K -10,197 Closed
AQR Capital Management
442
AQR Capital Management
Connecticut
– -$357K -7,202 Closed
IA
443
Integrity Alliance
Iowa
– -$319K -6,443 Closed
BAM
444
Belpointe Asset Management
Nevada
– -$293K -5,917 Closed
IA
445
Insight Advisors
Pennsylvania
– -$279K -5,643 Closed
Kovitz Investment Group Partners
446
Kovitz Investment Group Partners
Illinois
– -$265K -5,353 Closed
FA
447
FSA Advisors
Michigan
– -$247K -4,986 Closed
HP
448
Holistic Planning
Texas
– -$235K -4,737 Closed
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
– -$216K -4,353 Closed
RWM
450
Ritholtz Wealth Management
New York
– -$203K -4,105 Closed