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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
176
Lake Street Advisors Group
New Hampshire
$802K – – –
TIA
177
Traphagen Investment Advisors
New Jersey
$790K -$215K -5,210 -21%
MLA
178
My Legacy Advisors
Oregon
$778K -$61K -1,474 -8%
PT
179
Plimoth Trust
Massachusetts
$771K +$10.8K +262 +1%
NC
180
NewSquare Capital
Pennsylvania
$766K +$21.5K +520 +3%
OWA
181
Octavia Wealth Advisors
Ohio
$736K -$37K -894 -5%
JWCA
182
J.W. Cole Advisors
Florida
$720K +$12.4K +299 +2%
CCA
183
Clearwater Capital Advisors
Illinois
$716K – – –
PTP
184
Platform Technology Partners
New York
$710K – – –
MSA
185
Marino Stram & Associates
Massachusetts
$710K -$5.83K -141 -0.8%
HT
186
Heritage Trust
Oklahoma
$708K – – –
OC
187
Oppenheimer & Co
New York
$706K +$76.7K +1,855 +12%
FAIM
188
Financial Advocates Investment Management
Washington
$694K +$89K +2,151 +15%
BRWA
189
B. Riley Wealth Advisors
Florida
$680K +$55.9K +1,351 +9%
BFW
190
Brady Family Wealth
Missouri
$655K +$658K +15,915 New
WI
191
Wintrust Investments
Illinois
$653K +$219K +5,291 +50%
SC
192
SouthState Corp
Florida
$652K -$246K -5,947 -27%
GIA
193
Gladstone Institutional Advisory
Florida
$645K +$102K +2,460 +19%
IWM
194
IHT Wealth Management
Illinois
$635K +$245K +5,932 +62%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$607K +$103K +2,484 +20%
CFG
196
Citizens Financial Group
Rhode Island
$595K – – –
FHA
197
Flagship Harbor Advisors
Massachusetts
$577K +$132K +3,185 +29%
FLPIM
198
F.L. Putnam Investment Management
Massachusetts
$568K -$161K -3,895 -22%
CASB
199
Cape Ann Savings Bank
Massachusetts
$565K – – –
WWM
200
Western Wealth Management
Colorado
$556K -$389K -9,403 -41%
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