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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
151
Traphagen Investment Advisors
New Jersey
$1.03M -$75.1K -1,780 -6%
GFS
152
GYL Financial Synergies
Connecticut
$1.01M
GDP
153
Great Diamond Partners
Maine
$1.01M +$19.4K +460 +2%
VC
154
Vicus Capital
Pennsylvania
$997K +$67.5K +1,601 +7%
KWM
155
Kaydan Wealth Management
Michigan
$972K +$5.27K +125 +0.5%
BIA
156
Biondo Investment Advisors
Pennsylvania
$915K -$57.6K -1,366 -6%
IA
157
IFG Advisory
Georgia
$907K +$635K +15,061 +183%
WP
158
WealthShield Partners
North Carolina
$906K +$12.1K +287 +1%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$854K -$174K -4,122 -16%
SC
160
SouthState Corp
Florida
$852K +$211K +5,000 +30%
SFG
161
StrategIQ Financial Group
Indiana
$849K
JWBC
162
John W. Brooker & Co
California
$848K +$211 +5 +0%
OWA
163
Octavia Wealth Advisors
Ohio
$791K -$112K -2,661 -12%
RJT
164
Raymond James Trust
Florida
$791K
OIA
165
OneDigital Investment Advisors
Kansas
$786K +$206K +4,891 +32%
LSAG
166
Lake Street Advisors Group
New Hampshire
$760K +$822K +19,500 New
FFN
167
Focus Financial Network
Minnesota
$758K -$30.7K -727 -4%
FLPIM
168
F.L. Putnam Investment Management
Massachusetts
$750K -$6.16K -146 -0.8%
5L
169
55I LLC
Massachusetts
$749K +$426K +10,093 +111%
PT
170
Plimoth Trust
Massachusetts
$726K +$632 +15 +0.1%
BA
171
Bristlecone Advisors
Washington
$724K +$465K +11,037 +146%
WEG
172
World Equity Group
Illinois
$717K +$775K +18,385 New
HIA
173
Harbor Investment Advisory
Maryland
$707K +$219K +5,200 +40%
RFA
174
Resurgent Financial Advisors
Georgia
$704K +$27.2K +646 +4%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$702K -$4.03M -95,496 -84%