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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WFM
201
Wolff Financial Management
Michigan
$320K +$349 +10 +0.1%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$317K +$306K +8,757 +7,819%
BF
203
BOK Financial
Oklahoma
$313K -$60.6K -1,736 -17%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$310K +$15.5K +443 +5%
BSW
205
Buckingham Strategic Wealth
Missouri
$305K
OC
206
Oakworth Capital
Alabama
$298K
FFN
207
Focus Financial Network
Minnesota
$297K +$290K +8,297 New
US Bancorp
208
US Bancorp
Minnesota
$288K -$138K -3,943 -33%
Renaissance Technologies
209
Renaissance Technologies
New York
$286K +$279K +8,000 New
BWP
210
Bernardo Wealth Planning
Pennsylvania
$285K +$19.2K +551 +7%
APCM
211
Alaska Permanent Capital Management
Alaska
$283K +$276K +7,915 New
AWA
212
Alaska Wealth Advisors
Alaska
$283K +$276K +7,915 New
EAM
213
Evanson Asset Management
California
$282K +$349 +10 +0.1%
FIM
214
Fernwood Investment Management
Massachusetts
$279K +$12.7K +365 +5%
PFPT
215
Pinnacle Financial Partners (Tennessee)
Tennessee
$279K +$19.7K +564 +8%
TRCT
216
Tower Research Capital (TRC)
New York
$276K +$269K +7,708 New
CA
217
Calton & Associates
Florida
$272K +$265K +7,596 New
William Blair & Company
218
William Blair & Company
Illinois
$269K -$10.5K -300 -4%
SCM
219
SOL Capital Management
Maryland
$268K
1IA
220
1834 Investment Advisors
Wisconsin
$267K +$11.5K +329 +5%
BBPWM
221
Blue Bell Private Wealth Management
Pennsylvania
$258K
MAFM
222
Mid Atlantic Financial Management
Pennsylvania
$256K +$175 +5 +0.1%
Mariner
223
Mariner
Kansas
$255K
TVAMP
224
Tennessee Valley Asset Management Partners
Tennessee
$253K -$47.5K -1,360 -16%
CAI
225
Capital Advisors Inc
Oklahoma
$250K