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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$705K +$284K +8,134 +70%
BRWA
152
B. Riley Wealth Advisors
Florida
$696K -$62.3K -1,784 -8%
TCB
153
Texas Capital Bancshares
Texas
$663K +$647K +18,535 New
MGIA
154
Moneta Group Investment Advisors
Missouri
$662K +$8.9K +255 +1%
WA
155
Wambolt & Associates
Colorado
$658K +$38K +1,087 +6%
SC
156
SouthState Corp
Florida
$635K
SS
157
Sunbelt Securities
Texas
$622K -$15.2K -435 -2%
SAM
158
SignalPoint Asset Management
Missouri
$618K -$15.5K -443 -2%
LNC
159
Lincoln National Corp
Pennsylvania
$598K +$20.6K +591 +4%
DWT
160
Dorsey & Whitney Trust
South Dakota
$585K
TF
161
Trek Financial
Arizona
$565K +$304K +8,701 +123%
ONST
162
Old North State Trust
North Carolina
$560K -$485K -13,888 -47%
LA
163
LexAurum Advisors
Kansas
$557K +$543K +15,562 New
PG
164
Patten Group
Tennessee
$547K -$26.3K -753 -5%
AAS
165
Avantax Advisory Services
Texas
$538K +$78.8K +2,257 +18%
RA
166
RFG Advisory
Alabama
$536K -$24.1K -691 -4%
TWM
167
Titus Wealth Management
California
$535K +$125K +3,566 +31%
KFGK
168
Keystone Financial Group (Kentucky)
Kentucky
$517K +$71.5K +2,048 +17%
HFA
169
HC Financial Advisors
California
$510K -$54.4K -1,558 -10%
NFG
170
Next Financial Group
Texas
$500K -$2.17M -62,026 -82%
NFH
171
NEXT Financial Holdings
Texas
$500K +$488K +13,980 New
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$487K +$70 +2 +0%
Citigroup
173
Citigroup
New York
$477K +$19.7K +564 +4%
Citadel Advisors
174
Citadel Advisors
Florida
$475K +$463K +13,263 New
NEIRG
175
New England Investment & Retirement Group
Massachusetts
$471K -$3.49K -100 -0.8%