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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
126
JP Morgan Private Wealth Advisors
California
$1.06M +$194K +4,576 +22%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$1M -$420K -9,932 -29%
JWBC
128
John W. Brooker & Co
California
$953K -$19K -450 -2%
BRWA
129
B. Riley Wealth Advisors
Florida
$937K -$9.95K -235 -1%
FLPIM
130
F.L. Putnam Investment Management
Massachusetts
$935K
BIA
131
Biondo Investment Advisors
Pennsylvania
$918K -$75.8K -1,790 -8%
SFG
132
StrategIQ Financial Group
Indiana
$918K
HA
133
Harborview Advisors
Maine
$912K -$80.6K -1,905 -8%
CCA
134
Clearwater Capital Advisors
Illinois
$868K -$8.76K -207 -1%
FTUS
135
Flow Traders U.S.
New York
$854K +$333K +7,865 +63%
SWP
136
Stratos Wealth Partners
Ohio
$847K -$1.61K -38 -0.2%
SS
137
Sunbelt Securities
Texas
$845K
US Bancorp
138
US Bancorp
Minnesota
$842K +$796K +18,810 +1,493%
BPA
139
Beacon Pointe Advisors
California
$817K +$511K +12,083 +163%
FFA
140
Founders Financial Alliance
North Carolina
$806K +$588K +13,893 +261%
RJT
141
Raymond James Trust
Florida
$793K +$5.54K +131 +0.7%
FAIM
142
Financial Advocates Investment Management
Washington
$787K -$173K -4,076 -18%
DAS
143
Dynamic Advisor Solutions
Arizona
$786K -$52.4K -1,239 -6%
NFG
144
Next Financial Group
Texas
$773K -$55.9K -1,321 -7%
PT
145
Plimoth Trust
Massachusetts
$772K -$11K -261 -1%
HIIFS
146
Harel Insurance Investments & Financial Services
Israel
$752K +$233K +5,500 New
HT
147
Heritage Trust
Oklahoma
$745K -$2.79K -66 -0.4%
CASB
148
Cape Ann Savings Bank
Massachusetts
$740K -$2.12K -50 -0.3%
PTP
149
Platform Technology Partners
New York
$724K +$730K +17,251 New
SC
150
SouthState Corp
Florida
$696K