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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Shelton Capital Management
Colorado
$303K -$186K -5,310 -39%
OC
177
Oakworth Capital
Alabama
$298K
MBT
178
Montecito Bank & Trust
California
$295K
TWM
179
Titus Wealth Management
California
$290K +$57.4K +1,635 +25%
PA
180
Paracle Advisors
Washington
$290K +$285K +8,126 New
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$281K +$1.05K +30 +0.4%
EAM
182
Evanson Asset Management
California
$278K +$1.23K +35 +0.5%
APCM
183
Alaska Permanent Capital Management
Alaska
$274K +$269K +7,665 New
BHTS
184
Bar Harbor Trust Services
Maine
$268K -$6.74K -192 -2%
SCM
185
SOL Capital Management
Maryland
$268K
TFCP
186
Twin Focus Capital Partners
Massachusetts
$268K
PA
187
PFG Advisors
Arizona
$262K -$2.28K -65 -0.9%
BBPWM
188
Blue Bell Private Wealth Management
Pennsylvania
$258K
SS
189
Sunbelt Securities
Texas
$257K +$252K +7,187 New
GFPC
190
Global Financial Private Capital
Florida
$252K -$82.8K -2,360 -25%
MA
191
MCF Advisors
Kentucky
$250K +$78.4K +2,234 +47%
HT
192
Heritage Trust
Oklahoma
$248K +$240K +6,827 +5,989%
1IA
193
1834 Investment Advisors
Wisconsin
$238K +$7.19K +205 +3%
LWS
194
Lucia Wealth Services
California
$236K +$38.6K +1,100 +20%
Brown Advisory
195
Brown Advisory
Maryland
$232K -$80.1K -2,283 -26%
BWA
196
BDO Wealth Advisors
Florida
$230K -$1.44K -41 -0.6%
KIA
197
KCM Investment Advisors
California
$224K +$13.3K +379 +6%
BOS
198
Bingham Osborn & Scarborough
California
$218K
SEI Investments
199
SEI Investments
Pennsylvania
$216K +$79.5K +2,267 +60%
AP
200
Advisor Partners
California
$213K -$33.4K -952 -14%