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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$3.57M -$142K -2,582 -4%
EWA
102
EP Wealth Advisors
California
$3.42M +$1.77M +32,201 +114%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$3.35M +$48.4K +878 +2%
IF
104
Intrua Financial
Texas
$3.28M +$74.9K +1,360 +2%
FGWP
105
Founders Grove Wealth Partners
Virginia
$3.25M -$15.5K -281 -0.5%
BMWS
106
Brady Martz Wealth Solutions
North Dakota
$3.15M +$16K +290 +0.5%
SA
107
Sanctuary Advisors
Indiana
$3.14M -$103K -1,861 -3%
P
108
&Partners
Tennessee
$3.03M +$288K +5,223 +11%
AWA
109
Arkadios Wealth Advisors
Georgia
$2.96M +$149K +2,703 +5%
FMTCOCP
110
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.94M +$80.5K +1,461 +3%
APFP
111
Action Point Financial Planning
Michigan
$2.93M +$2.86M +51,826 New
VA
112
Vident Advisory
Georgia
$2.91M
NB
113
NBT Bank
New York
$2.86M -$890K -16,159 -24%
SWGC
114
Summit Wealth Group (Colorado)
Colorado
$2.84M +$50.9K +924 +2%
OPWM
115
Oxinas Partners Wealth Management
Indiana
$2.78M +$55.1K +1,000 +2%
CF
116
Centaurus Financial
California
$2.76M +$528K +9,585 +24%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.75M -$70K -1,271 -3%
PAG
118
Powers Advisory Group
Illinois
$2.65M -$24.1K -438 -0.9%
HAG
119
HF Advisory Group
Maryland
$2.64M +$54.1K +982 +2%
Northern Trust
120
Northern Trust
Illinois
$2.63M -$98.3K -1,785 -4%
JFA
121
JNBA Financial Advisors
Minnesota
$2.62M -$107K -1,949 -4%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$2.62M +$471K +8,547 +23%
HI
123
Harbour Investments
Wisconsin
$2.6M +$89.8K +1,630 +4%
SC
124
Savant Capital
Illinois
$2.58M +$1.65M +29,890 +181%
PS
125
Principal Securities
Iowa
$2.54M +$111K +2,019 +5%