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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
201
Plante Moran Financial Advisors
Michigan
$13K +$98 +3 +0.8%
NSB
202
Norway Savings Bank
Maine
$11K – – –
WEC
203
Winslow Evans & Crocker
Massachusetts
$10K -$22.5K -690 -70%
WCM
204
Wealthcare Capital Management
Virginia
$9K +$8.9K +273 New
GRP
205
Global Retirement Partners
California
$8K – – –
SIAS
206
Shine Investment Advisory Services
Colorado
$8K – – –
HT
207
Heritage Trust
Oklahoma
$6K +$5.58K +171 New
BF
208
BOK Financial
Oklahoma
$4K +$3.62K +111 New
AIS
209
Accurate Investment Solutions
Pennsylvania
$3K – – –
BlackRock
210
BlackRock
New York
$2K -$96.1K -2,946 -98%
AA
211
Advisory Alpha
Michigan
$2K -$783 -24 -29%
MSFP
212
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
GWA
213
Guidant Wealth Advisors
Illinois
– -$1.86M -57,519 Closed
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
– -$1.73M -53,181 Closed
SCA
215
Stillwater Capital Advisors
Pennsylvania
– -$1.06M -32,538 Closed
CWM
216
Concert Wealth Management
California
– -$689K -21,036 Closed
FA
217
FCG Advisors
New Jersey
– -$400K -12,270 Closed
EFS
218
Essex Financial Services
Connecticut
– -$332K -10,200 Closed
BCAM
219
Boston Common Asset Management
Massachusetts
– -$293K -9,000 Closed
IFWM
220
Institute for Wealth Management
Colorado
– -$291K -8,970 Closed
AIP
221
Ahrens Investment Partners
Louisiana
– -$223K -6,834 Closed
BWA
222
BDO Wealth Advisors
Florida
– -$210K -6,444 Closed
HA
223
Harfst & Associates
Wyoming
– -$170K -5,238 Closed
NA
224
NewEdge Advisors
Louisiana
– -$86.2K -2,664 Closed
VWA
225
V Wealth Advisors
Kansas
– -$63K -1,920 Closed