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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$453K -$16.2K -386 -3%
MFW
177
Meristem Family Wealth
Minnesota
$438K
AA
178
Ancora Advisors
Ohio
$427K
Vontobel Holding
179
Vontobel Holding
Switzerland
$420K +$425K +10,130 New
ADL
180
Asset Dedication LLC
California
$417K +$30.8K +734 +8%
NWA
181
Navis Wealth Advisors
New York
$415K
AIM
182
Aspen Investment Management
Michigan
$406K
HIA
183
Harbor Investment Advisory
Maryland
$405K -$18.5K -440 -4%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$397K -$599K -14,268 -60%
BA
185
Bridge Advisory
California
$384K +$42 +1 +0%
Cerity Partners
186
Cerity Partners
New York
$376K +$840 +20 +0.2%
JAG
187
Journey Advisory Group
Kentucky
$373K
HIP
188
HUB Investment Partners
Texas
$369K
IFWM
189
Institute for Wealth Management
Colorado
$363K +$25.4K +605 +7%
SWM
190
Spire Wealth Management
Virginia
$360K -$39.6K -944 -10%
IA
191
IFG Advisory
Georgia
$360K
GIA
192
Gladstone Institutional Advisory
Florida
$356K -$21.8K -520 -6%
NWS
193
Newport Wealth Strategies
California
$356K
NC
194
NewSquare Capital
Pennsylvania
$356K +$31.3K +745 +9%
FNBT
195
FineMark National Bank & Trust
Florida
$353K -$175K -4,170 -33%
EAM
196
Evanson Asset Management
California
$353K +$2.18K +52 +0.6%
BWM
197
BCGM Wealth Management
Indiana
$351K +$10.6K +252 +3%
ONB
198
Old National Bancorp
Indiana
$345K -$157K -3,734 -31%
CSA
199
Cottage Street Advisors
Massachusetts
$343K +$168 +4 +0%
DWT
200
Dorsey & Whitney Trust
South Dakota
$332K