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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
176
WealthShield Partners
North Carolina
$1.28M +$14.9K +290 +1%
AWA
177
Arkadios Wealth Advisors
Georgia
$1.24M -$36.7K -713 -3%
SFWC
178
Strategic Family Wealth Counselors
New Jersey
$1.24M +$42.1K +817 +4%
CWL
179
Causey Wealth LLC
Colorado
$1.22M -$19.9K -386 -2%
SPIA
180
Steward Partners Investment Advisory
New York
$1.17M +$42.1K +817 +4%
CWM
181
Connecticut Wealth Management
Connecticut
$1.15M -$8.55K -166 -0.7%
PSF
182
Pacific Sun Financial
California
$1.13M -$47.7K -925 -4%
PWP
183
Principle Wealth Partners
Connecticut
$1.09M -$193K -3,750 -15%
IWM
184
IHT Wealth Management
Illinois
$1.08M -$111K -2,161 -9%
HIW
185
Holos Integrated Wealth
Pennsylvania
$1.07M +$928 +18 +0.1%
WA
186
Waverly Advisors
Alabama
$1.07M +$139K +2,698 +15%
RF
187
Rossby Financial
Florida
$1.05M +$1.05M +20,319 New
TLFA
188
True Link Financial Advisors
California
$1.05M
MF
189
Meridian Financial
Massachusetts
$1.04M -$20.8K -403 -2%
KWM
190
Kaydan Wealth Management
Michigan
$991K -$6.39K -124 -0.6%
PWA
191
Prairie Wealth Advisors
Nebraska
$989K -$1.05M -20,441 Closed
CWM
192
Collaborative Wealth Management
Florida
$987K -$75.9K -1,473 -7%
VC
193
Vicus Capital
Pennsylvania
$960K +$49.7K +964 +5%
Goldman Sachs
194
Goldman Sachs
New York
$953K -$650K -12,612 -41%
GFP
195
Gryphon Financial Partners
Ohio
$951K -$6.8K -132 -0.7%
GI
196
GLOBALT Investments
Georgia
$938K -$14.4K -279 -2%
SWM
197
Selby Wealth Management
California
$926K +$925K +17,942 New
DWM
198
Denver Wealth Management
Colorado
$921K -$5.77K -112 -0.6%
PA
199
Pinnacle Associates
New York
$898K -$39K -757 -4%
FFN
200
Focus Financial Network
Minnesota
$895K -$22.3K -432 -2%