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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WFM
201
Wolff Financial Management
Michigan
$302K -$21.1K -587 -7%
OC
202
Oakworth Capital
Alabama
$301K
FFN
203
Focus Financial Network
Minnesota
$300K +$144 +4 +0%
FIM
204
Fernwood Investment Management
Massachusetts
$293K +$10.8K +300 +4%
US Bancorp
205
US Bancorp
Minnesota
$291K
CA
206
Calton & Associates
Florida
$289K +$14.3K +397 +5%
BWP
207
Bernardo Wealth Planning
Pennsylvania
$287K -$1.29K -36 -0.5%
EAM
208
Evanson Asset Management
California
$287K +$1.69K +47 +0.6%
VSWA
209
Vontobel Swiss Wealth Advisors
Switzerland
$283K -$143K -3,975 -34%
AWA
210
Alaska Wealth Advisors
Alaska
$283K
APCM
211
Alaska Permanent Capital Management
Alaska
$278K -$7.72K -215 -3%
SCM
212
SOL Capital Management
Maryland
$271K
FHC
213
First Heartland Consultants
Missouri
$270K +$25.1K +700 +10%
Verition Fund Management
214
Verition Fund Management
Connecticut
$257K +$255K +7,109 New
TP
215
Tranquility Partners
Tennessee
$254K +$252K +7,010 New
CAI
216
Capital Advisors Inc
Oklahoma
$253K +$180 +5 +0.1%
MA
217
MUFG Americas
New York
$250K
William Blair & Company
218
William Blair & Company
Illinois
$249K -$23.3K -650 -9%
MAFM
219
Mid Atlantic Financial Management
Pennsylvania
$240K -$18.6K -517 -7%
BBPWM
220
Blue Bell Private Wealth Management
Pennsylvania
$239K -$21.5K -600 -8%
IWM
221
IHT Wealth Management
Illinois
$236K -$14.4K -401 -6%
WMA
222
Wealth Management Associates
New Jersey
$233K -$4.17K -116 -2%
KIA
223
KCM Investment Advisors
California
$227K +$144 +4 +0.1%
PFPT
224
Pinnacle Financial Partners (Tennessee)
Tennessee
$225K -$57.4K -1,599 -20%
GVAG
225
Great Valley Advisor Group
Delaware
$222K -$1.76K -49 -0.8%