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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Avantax Advisory Services
Texas
$995K +$232K +5,534 +34%
DWM
177
Denver Wealth Management
Colorado
$992K -$209K -4,986 -19%
JWBC
178
John W. Brooker & Co
California
$982K +$210 +5 +0%
IWM
179
IHT Wealth Management
Illinois
$974K -$31K -739 -3%
GIA
180
Gladstone Institutional Advisory
Florida
$973K +$55.5K +1,324 +7%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$969K +$23.2K +554 +3%
KWM
182
Kaydan Wealth Management
Michigan
$968K -$15.8K -376 -2%
MLA
183
My Legacy Advisors
Oregon
$963K -$30.5K -728 -3%
CPC
184
Consolidated Planning Corp
Georgia
$938K -$73.1K -1,743 -8%
SFG
185
StrategIQ Financial Group
Indiana
$937K -$25.2K -600 -3%
SPIA
186
Steward Partners Investment Advisory
New York
$917K +$16.1K +384 +2%
IBOK
187
Independence Bank of Kentucky
Kentucky
$894K +$766K +18,265 +1,405%
LSAG
188
Lake Street Advisors Group
New Hampshire
$891K
BA
189
Bridge Advisory
California
$877K -$207K -4,930 -20%
EWA
190
Exencial Wealth Advisors
Oklahoma
$871K +$31.8K +759 +4%
TNBTD
191
Trustmark National Bank Trust Department
Mississippi
$866K -$3.48K -83 -0.4%
FFN
192
Focus Financial Network
Minnesota
$851K -$5.62K -134 -0.7%
CA
193
Cetera Advisors
Colorado
$851K -$3.73K -89 -0.5%
WI
194
Wintrust Investments
Illinois
$829K +$252K +6,003 +49%
AGA
195
Arkos Global Advisors
Texas
$807K -$75.8K -1,807 -9%
OWA
196
Octavia Wealth Advisors
Ohio
$806K -$34.2K -815 -4%
TWC
197
TD Waterhouse Canada
Ontario, Canada
$798K +$63.1K +1,505 +9%
VC
198
Vicus Capital
Pennsylvania
$798K -$104K -2,478 -12%
MSA
199
Marino Stram & Associates
Massachusetts
$792K +$755 +18 +0.1%
RJT
200
Raymond James Trust
Florida
$786K