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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$3K – – –
GI
202
Gradient Investments
Minnesota
$3K +$2.71K +84 New
NCM
203
New Capital Management
Texas
$3K +$3.39K +105 New
AWM
204
Avior Wealth Management
Nebraska
$2K – – –
AIS
205
Accurate Investment Solutions
Pennsylvania
$2K +$97 +3 +4%
MSFP
206
Mark Sheptoff Financial Planning
Connecticut
$2K +$97 +3 +5%
SEI Investments
207
SEI Investments
Pennsylvania
$2K +$1.74K +54 New
Citadel Advisors
208
Citadel Advisors
Florida
– -$4.3M -136,638 Closed
FTUS
209
Flow Traders U.S.
New York
– -$2.41M -76,644 Closed
PCM
210
Pointe Capital Management
Michigan
– -$2.03M -64,581 Closed
BWP
211
BSW Wealth Partners
Colorado
– -$1.02M -32,322 Closed
GWM
212
Greenwich Wealth Management
Connecticut
– -$612K -19,440 Closed
PP
213
PagnatoKarp Partners
Virginia
– -$286K -9,078 Closed
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
– -$219K -6,963 Closed
Millennium Management
215
Millennium Management
New York
– -$211K -6,708 Closed
UB
216
UMB Bank
Missouri
– -$208K -6,600 Closed
JIC
217
Joel Isaacson & Co
New York
– -$94K -3,000 Closed
VNA
218
Valley National Advisers
Pennsylvania
– -$15K -465 Closed
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
– -$2K -63 Closed
BlackRock
220
BlackRock
New York
– +$97 +3 New