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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
201
Gladstone Institutional Advisory
Florida
$464K +$87.6K +2,368 +24%
WCM
202
Wisconsin Capital Management
Wisconsin
$458K +$445K +12,043 New
NEIRG
203
New England Investment & Retirement Group
Massachusetts
$446K +$222 +6 +0.1%
ONST
204
Old North State Trust
North Carolina
$436K -$60.4K -1,632 -12%
WWM
205
Western Wealth Management
Colorado
$436K +$11.1K +301 +3%
SPA
206
Sentinel Pension Advisors
Massachusetts
$424K +$412K +11,144 New
SAM
207
SignalPoint Asset Management
Missouri
$415K -$10K -271 -2%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$403K +$43.1K +1,165 +12%
CA
209
Calton & Associates
Florida
$397K +$13.8K +373 +4%
PA
210
PFG Advisors
Arizona
$392K -$9.76K -264 -2%
LFAS
211
Level Four Advisory Services
Texas
$392K +$6.07K +164 +2%
1IA
212
1834 Investment Advisors
Wisconsin
$374K -$2.18K -59 -0.6%
GRP
213
Global Retirement Partners
California
$368K -$37K -1,000 -9%
CCP
214
Corient Capital Partners
California
$367K
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$366K +$2.22K +60 +0.6%
CTC
216
Central Trust Company
Missouri
$358K -$1.85K -50 -0.5%
TWM
217
Titus Wealth Management
California
$355K -$29K -783 -8%
BC
218
Barnett & Company
Tennessee
$339K
MAFM
219
Mid Atlantic Financial Management
Pennsylvania
$329K +$74.3K +2,009 +30%
FFN
220
Focus Financial Network
Minnesota
$329K +$8.51K +230 +3%
BSW
221
Buckingham Strategic Wealth
Missouri
$328K +$2.29K +62 +0.7%
IRC
222
Investors Research Corp
Georgia
$321K +$109K +2,940 +54%
OC
223
Oakworth Capital
Alabama
$314K
BHB
224
Bank Hapoalim BM
Israel
$308K -$38.3K -1,035 -11%
EAM
225
Evanson Asset Management
California
$307K +$2.29K +62 +0.8%