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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$303K -$30.2K -930 -10%
GIA
202
Gladstone Institutional Advisory
Florida
$301K -$16.2K -498 -5%
IA
203
IFG Advisory
Georgia
$298K -$13.3K -410 -5%
NWS
204
Newport Wealth Strategies
California
$294K
RIA
205
Regal Investment Advisors
Michigan
$291K +$272K +8,374 New
EAM
206
Evanson Asset Management
California
$290K +$2.76K +85 +1%
RFC
207
Regions Financial Corp
Alabama
$290K +$271K +8,333 New
VSWA
208
Vontobel Swiss Wealth Advisors
Switzerland
$285K +$266K +8,192 New
IFWM
209
Institute for Wealth Management
Colorado
$284K -$48.8K -1,502 -16%
DWT
210
Dorsey & Whitney Trust
South Dakota
$278K
ADL
211
Asset Dedication LLC
California
$274K
RA
212
Rodgers & Associates
Pennsylvania
$272K +$254K +7,815 New
SDH
213
Sloy Dahl & Holst
Washington
$262K +$223K +6,865 New
GVAG
214
Great Valley Advisor Group
Delaware
$260K -$17.2K -528 -7%
FFG
215
Fortem Financial Group
California
$260K
HIA
216
Harbor Investment Advisory
Maryland
$252K +$3.25K +100 +1%
BPA
217
Beacon Pointe Advisors
California
$248K -$29.2K -899 -11%
AAS
218
Avantax Advisory Services
Texas
$244K -$927K -28,522 -80%
CAI
219
Capital Advisors Inc
Oklahoma
$243K
MA
220
Montag & Associates
Georgia
$243K +$227K +6,992 New
PCS
221
Personal CFO Solutions
New Jersey
$240K -$65.6K -2,017 -23%
FHC
222
First Heartland Consultants
Missouri
$233K -$44K -1,353 -17%
MA
223
MONECO Advisors
Connecticut
$231K -$544K -16,720 -72%
TCBWMS
224
Texas Capital Bank Wealth Management Services
Texas
$228K -$76.3K -2,347 -26%
IWM
225
IHT Wealth Management
Illinois
$228K +$213K +6,548 New