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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
176
Oppenheimer & Co
New York
$1.11M +$191K +3,754 +20%
IWM
177
IHT Wealth Management
Illinois
$1.1M -$9.33K -183 -0.8%
NC
178
NewSquare Capital
Pennsylvania
$1.1M +$11.9K +234 +1%
GDP
179
Great Diamond Partners
Maine
$1.1M -$16.3K -319 -1%
AF
180
Apexium Financial
Texas
$1.09M -$15.5K -305 -1%
KWM
181
Kaydan Wealth Management
Michigan
$1.08M -$153 -3 -0%
GI
182
GLOBALT Investments
Georgia
$1.07M -$1.22M -23,952 -53%
RA
183
RiverTree Advisors
Florida
$1.07M +$1.1M +21,507 New
CWM
184
Collaborative Wealth Management
Florida
$1.06M +$22.2K +435 +2%
SB
185
Simmons Bank
Arkansas
$1.06M – – –
MF
186
Meridian Financial
Massachusetts
$1.06M -$9.58K -188 -0.9%
TLFA
187
True Link Financial Advisors
California
$1.02M +$1.05M +20,678 New
PA
188
Pinnacle Associates
New York
$1.02M -$174K -3,409 -14%
HIW
189
Holos Integrated Wealth
Pennsylvania
$1.02M -$1.22K -24 -0.1%
NWA
190
Navis Wealth Advisors
New York
$1.01M +$55.5K +1,088 +6%
SPIA
191
Steward Partners Investment Advisory
New York
$1.01M +$63.7K +1,250 +7%
WCP
192
Wealthcare Capital Partners
Pennsylvania
$996K +$67.9K +1,333 +7%
PWA
193
Prairie Wealth Advisors
Nebraska
$978K +$50K +981 +5%
DWM
194
Denver Wealth Management
Colorado
$969K -$18.2K -357 -2%
GFP
195
Gryphon Financial Partners
Ohio
$954K -$43.5K -853 -4%
JWBC
196
John W. Brooker & Co
California
$944K +$102 +2 +0%
TFG
197
Team Financial Group
California
$923K -$1.77M -34,677 -65%
WA
198
Waverly Advisors
Alabama
$916K – – –
MAMG
199
Milestone Asset Management Group
Connecticut
$867K +$528K +10,357 +149%
OWA
200
Octavia Wealth Advisors
Ohio
$864K +$153 +3 +0%
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