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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
176
WealthShield Partners
North Carolina
$1.3M -$3.83K -71 -0.3%
SPIA
177
Steward Partners Investment Advisory
New York
$1.21M +$22.9K +424 +2%
IWM
178
IHT Wealth Management
Illinois
$1.21M +$113K +2,104 +10%
QCM
179
Quantinno Capital Management
New York
$1.2M +$885K +16,410 +256%
PSF
180
Pacific Sun Financial
California
$1.14M -$7.01K -130 -0.6%
OC
181
Oppenheimer & Co
New York
$1.14M -$281K -5,208 -19%
MFG
182
Merit Financial Group
Georgia
$1.14M -$194K -3,600 -14%
PWP
183
Principle Wealth Partners
Connecticut
$1.11M – – –
KWM
184
Kaydan Wealth Management
Michigan
$1.03M +$20.2K +375 +2%
TLFA
185
True Link Financial Advisors
California
$1.01M -$53.9K -1,000 -5%
HIW
186
Holos Integrated Wealth
Pennsylvania
$993K -$101K -1,876 -9%
CWM
187
Connecticut Wealth Management
Connecticut
$983K -$194K -3,597 -16%
PWA
188
Prairie Wealth Advisors
Nebraska
$981K – – –
MF
189
Meridian Financial
Massachusetts
$972K -$86.8K -1,609 -8%
VC
190
Vicus Capital
Pennsylvania
$958K -$20.3K -376 -2%
GI
191
GLOBALT Investments
Georgia
$949K -$6.47K -120 -0.7%
PPW
192
Pasadena Private Wealth
California
$949K +$974K +18,057 New
CWL
193
Causey Wealth LLC
Colorado
$944K -$303K -5,620 -24%
AC
194
Anson Capital
Georgia
$940K +$44.2K +820 +5%
GFP
195
Gryphon Financial Partners
Ohio
$938K -$31.8K -590 -3%
DWM
196
Denver Wealth Management
Colorado
$935K -$2.32K -43 -0.2%
RF
197
Rossby Financial
Florida
$928K -$147K -2,733 -13%
SWM
198
Selby Wealth Management
California
$917K -$25.9K -480 -3%
CWM
199
Collaborative Wealth Management
Florida
$911K -$96.9K -1,797 -9%
PTP
200
Platform Technology Partners
New York
$906K – – –
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