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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
176
Bar Harbor Trust Services
Maine
$313K -$391K -11,426 -56%
GWM
177
Geneos Wealth Management
Colorado
$312K +$5.27K +154 +2%
Brown Advisory
178
Brown Advisory
Maryland
$302K
OC
179
Oakworth Capital
Alabama
$292K +$68 +2 +0%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$281K +$1.2K +35 +0.4%
CA
181
Clearstead Advisors
Ohio
$271K -$314K -9,180 -54%
EAM
182
Evanson Asset Management
California
$270K +$1.51K +44 +0.6%
PFPT
183
Pinnacle Financial Partners (Tennessee)
Tennessee
$267K +$17.8K +519 +7%
PA
184
PFG Advisors
Arizona
$267K +$259K +7,566 New
AWM
185
AE Wealth Management
Kansas
$266K +$258K +7,534 New
SCM
186
SOL Capital Management
Maryland
$265K
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$264K
HCA
188
Harbour Capital Advisors
Virginia
$257K
VA
189
Valmark Advisers
Ohio
$257K
CBU
190
CIBC Bank USA
Illinois
$246K -$64.2K -1,875 -21%
AP
191
Advisor Partners
California
$245K +$231K +6,760 New
KIA
192
KCM Investment Advisors
California
$234K +$68 +2 +0%
WA
193
Wealth Architects
California
$221K +$214K +6,258 New
DAS
194
Dynamic Advisor Solutions
Arizona
$218K +$211K +6,165 New
BOS
195
Bingham Osborn & Scarborough
California
$215K +$208K +6,093 New
CFA
196
Carroll Financial Associates
North Carolina
$202K
XS
197
XML Securities
Maryland
$196K +$191K +5,576 New
ADL
198
Asset Dedication LLC
California
$176K +$68.9K +2,013 +67%
MA
199
MCF Advisors
Kentucky
$168K
1IA
200
1834 Investment Advisors
Wisconsin
$162K +$157K +4,601 New