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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Advisory Alpha
Michigan
$297K -$9.12K -366 -3%
SAM
77
SignalPoint Asset Management
Missouri
$294K -$31.3K -1,257 -10%
VC
78
Vicus Capital
Pennsylvania
$290K +$4.26K +171 +2%
NPC
79
National Planning Corporation
California
$282K -$26.3K -1,056 -9%
GLRA
80
Gerald L. Ray & Associates
Texas
$270K
EFS
81
Essex Financial Services
Connecticut
$262K +$254K +10,200 New
KFP
82
Keystone Financial Planning
Ohio
$258K
DADC
83
D.A. Davidson & Co
Montana
$238K
PMG
84
ProVise Management Group
Florida
$233K +$226K +9,075 New
HCA
85
Harbour Capital Advisors
Virginia
$222K +$3.74K +150 +2%
Truist Financial
86
Truist Financial
North Carolina
$222K +$215K +8,640 New
1GA
87
1st Global Advisors
Texas
$218K
ICAS
88
Investors Capital Advisory Services
Massachusetts
$216K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$209K +$149 +6 +0.1%
HCP
90
Holt Capital Partners
Texas
$181K +$11.2K +450 +7%
WA
91
WFG Advisors
Texas
$180K -$1.34K -54 -0.8%
BRWA
92
B. Riley Wealth Advisors
Florida
$172K +$41.1K +1,650 +33%
Citigroup
93
Citigroup
New York
$132K +$7.55K +303 +6%
MA
94
MCF Advisors
Kentucky
$122K
BPBT
95
Boston Private Bank & Trust
Massachusetts
$101K +$97.8K +3,924 New
US Bancorp
96
US Bancorp
Minnesota
$94K
TCOV
97
Trust Company of Vermont
Vermont
$58K
PAS
98
Partnervest Advisory Services
California
$53K +$22.6K +909 +78%
CFA
99
Carroll Financial Associates
North Carolina
$50K
KTC
100
Kistler-Tiffany Companies
Pennsylvania
$48K