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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
176
Johnson Investment Counsel
Ohio
$332K +$221 +6 +0.1%
GFPC
177
Global Financial Private Capital
Florida
$331K +$70.7K +1,921 +27%
BSW
178
Buckingham Strategic Wealth
Missouri
$315K +$314K +8,532 New
KFA
179
Kelleher Financial Advisors
New York
$309K +$309K +8,399 New
OC
180
Oakworth Capital
Alabama
$307K
William Blair & Company
181
William Blair & Company
Illinois
$303K -$20.3K -550 -6%
MBT
182
Montecito Bank & Trust
California
$300K -$4.01K -109 -1%
RWM
183
Raffa Wealth Management
District of Columbia
$295K +$295K +8,000 New
SCM
184
Shelton Capital Management
Colorado
$294K -$18K -488 -6%
FFS
185
Founders Financial Securities
Maryland
$293K +$293K +7,951 New
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$291K +$1.25K +34 +0.4%
HHGA
187
Halbert Hargrove Global Advisors
California
$287K -$114K -3,107 -28%
EAM
188
Evanson Asset Management
California
$287K +$1.18K +32 +0.4%
TWM
189
Titus Wealth Management
California
$283K -$16.3K -442 -5%
BHTS
190
Bar Harbor Trust Services
Maine
$277K
SCM
191
SOL Capital Management
Maryland
$277K
TFCP
192
Twin Focus Capital Partners
Massachusetts
$276K
AP
193
Advisor Partners
California
$272K +$53.3K +1,448 +24%
BBPWM
194
Blue Bell Private Wealth Management
Pennsylvania
$266K
NFG
195
Next Financial Group
Texas
$265K -$1.14M -30,917 -81%
MA
196
MCF Advisors
Kentucky
$258K
CFGS
197
Concourse Financial Group Securities
Alabama
$256K +$255K +6,933 New
QAM
198
QCI Asset Management
New York
$255K +$254K +6,903 New
AWM
199
AE Wealth Management
Kansas
$253K +$253K +6,862 New
1IA
200
1834 Investment Advisors
Wisconsin
$245K