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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWS
176
Lucia Wealth Services
California
$330K
CA
177
Calton & Associates
Florida
$318K -$17.2K -585 -5%
Cerity Partners
178
Cerity Partners
New York
$315K +$1.18K +40 +0.4%
PAM
179
Premier Asset Management
Illinois
$311K +$316K +10,740 New
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$299K
NA
181
NewEdge Advisors
Louisiana
$298K -$60.2K -2,042 -17%
VFA
182
Voya Financial Advisors
Connecticut
$296K -$42.3K -1,437 -12%
NWS
183
Newport Wealth Strategies
California
$296K
JWCA
184
J.W. Cole Advisors
Florida
$289K -$874K -29,664 -75%
AIM
185
Aspen Investment Management
Michigan
$283K
IFWM
186
Institute for Wealth Management
Colorado
$279K -$406K -13,767 -59%
FFN
187
Focus Financial Network
Minnesota
$277K +$501 +17 +0.2%
GIA
188
Gladstone Institutional Advisory
Florida
$264K +$18.4K +625 +7%
MSA
189
Marino Stram & Associates
Massachusetts
$259K -$172K -5,821 -39%
IA
190
IFG Advisory
Georgia
$259K -$17.7K -600 -6%
BC
191
Barnett & Company
Tennessee
$258K
TCBWMS
192
Texas Capital Bank Wealth Management Services
Texas
$258K
AWM
193
Aprio Wealth Management
Georgia
$254K -$3.24K -110 -1%
UWM
194
USAdvisors Wealth Management
Minnesota
$253K +$619 +21 +0.2%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$249K +$254K +8,620 New
EAM
196
Evanson Asset Management
California
$238K +$1.44K +49 +0.6%
ONST
197
Old North State Trust
North Carolina
$235K +$29 +1 +0%
FHC
198
First Heartland Consultants
Missouri
$233K -$153K -5,177 -39%
IAN
199
Integrated Advisors Network
Texas
$233K -$8.52K -289 -3%
BPA
200
Beacon Pointe Advisors
California
$232K +$383 +13 +0.2%