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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
201
Dorsey & Whitney Trust
South Dakota
$323K – – –
VSWA
202
Vontobel Swiss Wealth Advisors
Switzerland
$322K -$8.6K -226 -3%
BWM
203
BCGM Wealth Management
Indiana
$321K -$9.24K -243 -3%
RA
204
Rodgers & Associates
Pennsylvania
$316K – – –
NA
205
NewEdge Advisors
Louisiana
$315K -$68.4K -1,798 -19%
MSAM
206
Moloney Securities Asset Management
Missouri
$303K +$285K +7,505 New
BPA
207
Beacon Pointe Advisors
California
$300K +$10.8K +284 +4%
MA
208
Montag & Associates
Georgia
$294K +$10.6K +278 +4%
HIA
209
Harbor Investment Advisory
Maryland
$293K – – –
NC
210
NewSquare Capital
Pennsylvania
$287K +$32K +840 +13%
CAI
211
Capital Advisors Inc
Oklahoma
$283K – – –
PCS
212
Personal CFO Solutions
New Jersey
$279K – – –
1IA
213
1834 Investment Advisors
Wisconsin
$274K +$11.8K +309 +5%
CAWM
214
Capital Advisors Wealth Management
Washington
$274K +$258K +6,775 New
TCBWMS
215
Texas Capital Bank Wealth Management Services
Texas
$265K – – –
MCWS
216
McKinley Carter Wealth Services
West Virginia
$265K +$456 +12 +0.2%
MIM
217
MTM Investment Management
South Carolina
$260K – – –
PPG
218
Peak Planning Group
Colorado
$256K +$5.51K +145 +2%
OC
219
Oakworth Capital
Alabama
$255K – – –
PG
220
Patten Group
Tennessee
$253K -$11.4K -301 -5%
MHS
221
M Holdings Securities
Oregon
$253K +$238K +6,263 New
TC
222
TownSquare Capital
Utah
$242K – – –
FFA
223
Fragasso Financial Advisors
Pennsylvania
$240K +$226K +5,929 New
BFG
224
Berger Financial Group
Minnesota
$239K -$1.25M -32,887 -85%
FIM
225
Fernwood Investment Management
Massachusetts
$238K +$38 +1 +0%
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9
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