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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$725K +$415K +11,216 +143%
BRWA
177
B. Riley Wealth Advisors
Florida
$722K +$34.9K +945 +5%
TCB
178
Texas Capital Bancshares
Texas
$705K
CFD
179
Creative Financial Designs
Indiana
$701K -$94.3K -2,550 -12%
SFG
180
Sowa Financial Group
Rhode Island
$687K +$668K +18,061 New
SC
181
SouthState Corp
Florida
$675K
LNC
182
Lincoln National Corp
Pennsylvania
$665K +$10.1K +272 +2%
WA
183
Wambolt & Associates
Colorado
$663K +$555 +15 +0.1%
MC
184
Moors & Cabot
Massachusetts
$653K -$26K -702 -4%
CFA
185
Cahill Financial Advisors
Minnesota
$638K +$380K +10,263 +158%
VWM
186
Vigilare Wealth Management
Arizona
$632K +$628K +16,989 New
DWT
187
Dorsey & Whitney Trust
South Dakota
$622K
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$603K +$173K +4,669 +42%
PG
189
Patten Group
Tennessee
$593K +$3.14K +85 +0.5%
MGIA
190
Moneta Group Investment Advisors
Missouri
$591K +$111 +3 +0%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$589K
BZWA
192
Blue Zone Wealth Advisors
California
$588K +$572K +15,463 New
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$580K +$35.6K +963 +7%
SFS
194
Sowell Financial Services
Arkansas
$577K -$41.9K -1,134 -7%
Cerity Partners
195
Cerity Partners
New York
$573K +$557K +15,071 New
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$562K +$548K +14,816 New
KFI
197
Key Financial Inc
Pennsylvania
$561K +$545K +14,748 New
PWMAG
198
Pinnacle Wealth Management Advisory Group
New Jersey
$542K +$5.44K +147 +1%
MOS
199
MGO One Seven
Ohio
$510K +$26.9K +728 +6%
LWS
200
Lucia Wealth Services
California
$479K +$37K +1,000 +9%