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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
176
Pinnacle Financial Partners (Tennessee)
Tennessee
$328K +$70.9K +2,031 +27%
GFPC
177
Global Financial Private Capital
Florida
$321K +$3.67K +105 +1%
BCAM
178
Boston Common Asset Management
Massachusetts
$307K +$314K +9,000 New
JIC
179
Johnson Investment Counsel
Ohio
$306K -$150K -4,302 -32%
Brown Advisory
180
Brown Advisory
Maryland
$299K +$7.33K +210 +2%
KFA
181
Kelleher Financial Advisors
New York
$288K -$25.4K -727 -8%
OC
182
Oakworth Capital
Alabama
$286K
MBT
183
Montecito Bank & Trust
California
$282K -$65.9K -1,889 -19%
GWM
184
Geneos Wealth Management
Colorado
$280K -$22.2K -635 -7%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$267K -$4.75K -136 -2%
EAM
186
Evanson Asset Management
California
$263K +$2.06K +59 +0.8%
BHTS
187
Bar Harbor Trust Services
Maine
$262K -$41.2K -1,179 -13%
SCM
188
SOL Capital Management
Maryland
$256K
TFCP
189
Twin Focus Capital Partners
Massachusetts
$256K +$262K +7,496 New
PA
190
PFG Advisors
Arizona
$252K -$6.35K -182 -2%
BBPWM
191
Blue Bell Private Wealth Management
Pennsylvania
$245K -$10.5K -300 -4%
TWM
192
Titus Wealth Management
California
$243K +$226K +6,467 New
AP
193
Advisor Partners
California
$235K +$4.61K +132 +2%
BWA
194
BDO Wealth Advisors
Florida
$221K +$226K +6,463 New
1IA
195
1834 Investment Advisors
Wisconsin
$220K +$64.3K +1,842 +40%
RA
196
RFG Advisory
Alabama
$214K +$219K +6,278 New
BOS
197
Bingham Osborn & Scarborough
California
$208K
KIA
198
KCM Investment Advisors
California
$200K -$26K -745 -11%
LWS
199
Lucia Wealth Services
California
$188K +$192K +5,500 New
WP
200
WealthShield Partners
North Carolina
$178K +$57K +1,632 +46%