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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VC
126
Vicus Capital
Pennsylvania
$1.03M -$38.5K -918 -4%
IA
127
Insight Advisors
Pennsylvania
$1.03M +$503K +11,991 +107%
BIA
128
Biondo Investment Advisors
Pennsylvania
$958K +$51K +1,215 +6%
HA
129
Harborview Advisors
Maine
$946K +$44.6K +1,063 +5%
JWBC
130
John W. Brooker & Co
California
$940K -$1.59K -38 -0.2%
SFG
131
StrategIQ Financial Group
Indiana
$907K
Bank of New York Mellon
132
Bank of New York Mellon
New York
$901K -$2.82M -67,087 -76%
SS
133
Sunbelt Securities
Texas
$845K
CCA
134
Clearwater Capital Advisors
Illinois
$837K -$20.7K -494 -2%
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$828K -$97.2K -2,316 -10%
KWM
136
Kingsview Wealth Management
Oregon
$828K +$839K +19,986 New
RJT
137
Raymond James Trust
Florida
$783K
FAIM
138
Financial Advocates Investment Management
Washington
$776K -$1.3K -31 -0.2%
SWP
139
Stratos Wealth Partners
Ohio
$775K -$62.6K -1,491 -7%
FFA
140
Founders Financial Alliance
North Carolina
$764K -$33.9K -807 -4%
PT
141
Plimoth Trust
Massachusetts
$754K -$8.19K -195 -1%
HT
142
Heritage Trust
Oklahoma
$736K
PTP
143
Platform Technology Partners
New York
$715K
MSA
144
Marino Stram & Associates
Massachusetts
$710K +$719K +17,127 New
CASB
145
Cape Ann Savings Bank
Massachusetts
$705K -$26.7K -635 -4%
Goldman Sachs
146
Goldman Sachs
New York
$696K -$2.1M -50,000 -75%
SC
147
SouthState Corp
Florida
$687K
CFG
148
Citizens Financial Group
Rhode Island
$674K
T
149
TNF
Montana
$657K +$635K +15,131 New
APA
150
American Portfolios Advisors
New York
$650K -$28.4K -677 -4%