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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
201
Financial Architects (New Jersey)
New Jersey
$29K
MCIA
202
Mountain Capital Investment Advisors
Colorado
$26K +$25.5K +786 New
WOC
203
West Oak Capital
California
$19.6K
LA
204
Legacy Advisors
Pennsylvania
$17K +$17K +525 New
BC
205
Bartlett & Co
Ohio
$13K -$3.4K -105 -21%
PMFA
206
Plante Moran Financial Advisors
Michigan
$12K +$3.6K +111 +41%
NSB
207
Norway Savings Bank
Maine
$11K
GRP
208
Global Retirement Partners
California
$8K +$97 +3 +1%
SIAS
209
Shine Investment Advisory Services
Colorado
$8K +$8.07K +249 New
GI
210
Gradient Investments
Minnesota
$4K +$972 +30 +36%
AIS
211
Accurate Investment Solutions
Pennsylvania
$3K
AA
212
Advisory Alpha
Michigan
$3K
NCM
213
New Capital Management
Texas
$3K
SEI Investments
214
SEI Investments
Pennsylvania
$3K +$1.17K +36 +67%
MSFP
215
Mark Sheptoff Financial Planning
Connecticut
$2K -$97 -3 -5%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$2K +$2.04K +63 New
IWM
217
IHT Wealth Management
Illinois
$1K +$972 +30 +0.5%
VCM
218
Vivaldi Capital Management
Illinois
$415 +$389 +12 New
IAA
219
Independent Advisor Alliance
North Carolina
-$7.12M -221,400 Closed
CFC
220
Coyle Financial Counsel
Illinois
-$3.37M -103,566 Closed
SG Americas Securities
221
SG Americas Securities
New York
-$1.42M -43,527 Closed
JWM
222
Jackson Wealth Management
Florida
-$1.36M -41,997 Closed
CG
223
CFO4Life Group
Texas
-$704K -21,651 Closed
CCMG
224
Clark Capital Management Group
Pennsylvania
-$293K -9,000 Closed
Comerica Bank
225
Comerica Bank
Texas
-$231K -7,020 Closed