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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$972K +$375K +6,812 +66%
GI
202
GLOBALT Investments
Georgia
$972K -$47.4K -860 -5%
SFG
203
Stonebridge Financial Group
California
$954K +$931K +16,896 New
HIA
204
Highland Investment Advisors
Florida
$931K +$907K +16,466 New
NWA
205
Navis Wealth Advisors
New York
$918K -$42.6K -774 -5%
MSA
206
Marino Stram & Associates
Massachusetts
$906K +$606 +11 +0.1%
BFW
207
Brady Family Wealth
Missouri
$906K
SWM
208
Selby Wealth Management
California
$902K -$82.8K -1,503 -9%
PA
209
Pinnacle Associates
New York
$893K -$30.6K -555 -3%
MAMG
210
Milestone Asset Management Group
Connecticut
$885K +$35.3K +641 +4%
MSA
211
Marathon Strategic Advisors
Pennsylvania
$881K
NS
212
NBC Securities
Alabama
$870K -$62.7K -1,138 -7%
CPC
213
Consolidated Planning Corp
Georgia
$845K -$60.4K -1,096 -7%
SF
214
Summit Financial
New Jersey
$837K -$29.7K -539 -4%
AIA
215
AssuredPartners Investment Advisors
Florida
$836K -$12.2K -221 -1%
AGA
216
Arkos Global Advisors
Texas
$823K -$6.89K -125 -0.9%
GRP
217
Global Retirement Partners
California
$821K +$800K +14,521 New
FF
218
Friday Financial
Iowa
$813K
UBS AM
219
UBS AM
Illinois
$805K -$3.75K -68 -0.5%
OWA
220
Octavia Wealth Advisors
Ohio
$797K -$6.12K -111 -0.8%
TFG
221
Team Financial Group
California
$779K -$31.1K -565 -4%
HAG
222
HighPoint Advisor Group
Illinois
$767K -$13.7K -249 -2%
SWM
223
SHP Wealth Management
Massachusetts
$759K -$51.1K -927 -6%
NA
224
NewEdge Advisors
Louisiana
$757K +$159K +2,892 +28%
JWCA
225
J.W. Cole Advisors
Florida
$753K -$59K -1,071 -7%