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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
151
Freedom Investment Management
Connecticut
$551K +$491K +14,581 New
BFEC
152
Benjamin F. Edwards & Company
Missouri
$550K -$51.1K -1,517 -6%
IRC
153
Investors Research Corp
Georgia
$542K +$471K +13,996 +166%
IFWM
154
Institute for Wealth Management
Colorado
$522K -$53K -1,575 -7%
GWM
155
Geneos Wealth Management
Colorado
$512K -$867K -25,751 -55%
BIA
156
Biondo Investment Advisors
Pennsylvania
$512K +$8.38K +249 +1%
NWS
157
Newport Wealth Strategies
California
$509K -$577K -17,145 -47%
CFA
158
Cahill Financial Advisors
Minnesota
$502K +$135K +4,001 +24%
RJT
159
Raymond James Trust
Florida
$495K
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$474K +$126K +3,735 +24%
VFA
161
Voya Financial Advisors
Connecticut
$449K -$298K -8,866 -33%
BRWA
162
B. Riley Wealth Advisors
Florida
$442K -$22.9K -680 -4%
FAAS
163
First Allied Advisory Services
California
$431K -$60K -1,783 -9%
SC
164
SouthState Corp
Florida
$429K
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$428K -$45.5K -1,353 -7%
SPC
166
Sigma Planning Corp
Michigan
$427K -$89.5K -2,659 -13%
WA
167
Wambolt & Associates
Colorado
$411K -$15.1K -449 -3%
LNC
168
Lincoln National Corp
Pennsylvania
$410K -$17.8K -529 -3%
AAS
169
Avantax Advisory Services
Texas
$403K -$714K -21,212 -56%
SS
170
Sunbelt Securities
Texas
$395K -$416K -12,351 -43%
DWT
171
Dorsey & Whitney Trust
South Dakota
$395K
MHS
172
M Holdings Securities
Oregon
$395K +$550K +16,352 New
MSA
173
Marino Stram & Associates
Massachusetts
$389K +$542K +16,113 New
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$372K +$464K +13,783 +858%
VWM
175
Vigilare Wealth Management
Arizona
$370K -$57K -1,694 -10%