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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
151
Creative Financial Designs
Indiana
$742K +$48.8K +1,364 +7%
WIA
152
Wealthstreet Investment Advisors
Texas
$729K +$327K +9,150 +87%
SPC
153
Sigma Planning Corp
Michigan
$692K -$400K -11,199 -37%
TCB
154
Texas Capital Bancshares
Texas
$673K – – –
FAAS
155
First Allied Advisory Services
California
$657K +$101K +2,827 +19%
BRWA
156
B. Riley Wealth Advisors
Florida
$655K -$3.57K -100 -0.6%
TF
157
Trek Financial
Arizona
$654K – – –
MC
158
Moors & Cabot
Massachusetts
$648K +$318K +8,891 +99%
SC
159
SouthState Corp
Florida
$644K – – –
WA
160
Wambolt & Associates
Colorado
$633K -$10.3K -287 -2%
LNC
161
Lincoln National Corp
Pennsylvania
$625K +$11.5K +322 +2%
DWT
162
Dorsey & Whitney Trust
South Dakota
$594K – – –
SFS
163
Sowell Financial Services
Arkansas
$592K +$583K +16,303 New
CASB
164
Cape Ann Savings Bank
Massachusetts
$580K -$631K -17,649 -52%
OC
165
Oppenheimer & Co
New York
$569K +$238K +6,660 +74%
MGIA
166
Moneta Group Investment Advisors
Missouri
$564K -$48.1K -1,345 -8%
PG
167
Patten Group
Tennessee
$563K +$5.36K +150 +1%
HFA
168
HC Financial Advisors
California
$523K +$15K +419 +3%
KFGK
169
Keystone Financial Group (Kentucky)
Kentucky
$518K +$214 +6 +0%
PWMAG
170
Pinnacle Wealth Management Advisory Group
New Jersey
$512K -$16.9K -473 -3%
ONST
171
Old North State Trust
North Carolina
$476K -$91.7K -2,566 -16%
AA
172
Ancora Advisors
Ohio
$471K – – –
MOS
173
MGO One Seven
Ohio
$461K +$2.22K +62 +0.5%
NEIRG
174
New England Investment & Retirement Group
Massachusetts
$426K -$22.1K -618 -5%
LWS
175
Lucia Wealth Services
California
$421K – – –
5 6
7
8 9