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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
151
PCG Wealth Advisors
Kansas
$976K +$983K +22,521 New
SFG
152
StrategIQ Financial Group
Indiana
$971K
SWM
153
Spire Wealth Management
Virginia
$952K +$558K +12,789 +147%
FLPIM
154
F.L. Putnam Investment Management
Massachusetts
$872K -$14K -321 -2%
RJT
155
Raymond James Trust
Florida
$863K +$24.7K +567 +3%
CCA
156
Clearwater Capital Advisors
Illinois
$856K -$39.1K -897 -4%
SWP
157
Stratos Wealth Partners
Ohio
$837K +$7.94K +182 +1%
FAIM
158
Financial Advocates Investment Management
Washington
$831K +$349 +8 +0%
PT
159
Plimoth Trust
Massachusetts
$818K +$9.6K +220 +1%
FFA
160
Founders Financial Alliance
North Carolina
$817K +$218 +5 +0%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$795K +$363K +8,326 +87%
HT
162
Heritage Trust
Oklahoma
$788K
SS
163
Sunbelt Securities
Texas
$778K -$124K -2,847 -14%
PTP
164
Platform Technology Partners
New York
$765K
DWT
165
Dorsey & Whitney Trust
South Dakota
$726K +$365K +8,355 +104%
NFG
166
Next Financial Group
Texas
$722K +$79K +1,811 +13%
MSA
167
Marino Stram & Associates
Massachusetts
$720K -$39.5K -906 -5%
SC
168
SouthState Corp
Florida
$717K -$17.9K -410 -2%
CASB
169
Cape Ann Savings Bank
Massachusetts
$704K -$50K -1,145 -7%
RFA
170
Resurgent Financial Advisors
Georgia
$693K +$682K +15,620 New
T
171
TNF
Montana
$680K -$5.24K -120 -0.8%
OC
172
Oppenheimer & Co
New York
$658K -$4.41K -101 -0.7%
CFG
173
Citizens Financial Group
Rhode Island
$641K -$78.7K -1,804 -11%
APA
174
American Portfolios Advisors
New York
$640K -$54.3K -1,245 -8%
AAS
175
Avantax Advisory Services
Texas
$625K -$33.3K -764 -5%