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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
151
Vicus Capital
Pennsylvania
$1.06M -$56.2K -1,285 -5%
MG
152
Mather Group
Illinois
$1.04M +$1.02M +23,320 New
BA
153
Bridge Advisory
California
$1.03M +$612K +13,987 +151%
WP
154
WealthShield Partners
North Carolina
$1.02M -$848K -19,386 -46%
OWA
155
Octavia Wealth Advisors
Ohio
$1.02M -$109K -2,500 -10%
SFG
156
StrategIQ Financial Group
Indiana
$967K -$4.37K -100 -0.5%
JWBC
157
John W. Brooker & Co
California
$966K -$38.6K -883 -4%
RJT
158
Raymond James Trust
Florida
$901K +$36.3K +831 +4%
FFN
159
Focus Financial Network
Minnesota
$896K +$882K +20,174 New
FLPIM
160
F.L. Putnam Investment Management
Massachusetts
$861K -$11.9K -273 -1%
WWM
161
Western Wealth Management
Colorado
$858K +$410K +9,365 +94%
PT
162
Plimoth Trust
Massachusetts
$827K +$7.65K +175 +0.9%
CCA
163
Clearwater Capital Advisors
Illinois
$794K -$62.5K -1,429 -7%
JWCA
164
J.W. Cole Advisors
Florida
$791K -$641K -14,664 -45%
HT
165
Heritage Trust
Oklahoma
$789K – – –
RFA
166
Resurgent Financial Advisors
Georgia
$774K +$78.9K +1,804 +12%
NC
167
NewSquare Capital
Pennsylvania
$773K +$216K +4,930 +40%
PTP
168
Platform Technology Partners
New York
$766K – – –
FAIM
169
Financial Advocates Investment Management
Washington
$756K -$75.6K -1,729 -9%
SC
170
SouthState Corp
Florida
$748K +$29.5K +675 +4%
AAS
171
Avantax Advisory Services
Texas
$735K +$107K +2,453 +17%
DWT
172
Dorsey & Whitney Trust
South Dakota
$726K – – –
MSA
173
Marino Stram & Associates
Massachusetts
$721K +$306 +7 +0%
SPC
174
Sigma Planning Corp
Michigan
$686K +$63.5K +1,453 +10%
OIA
175
OneDigital Investment Advisors
Kansas
$679K +$164K +3,747 +32%
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