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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
201
HC Financial Advisors
California
$512K +$13.5K +321 +3%
KWM
202
KerberRose Wealth Management
Wisconsin
$509K +$551K +13,067 New
SFG
203
Sowa Financial Group
Rhode Island
$507K +$27.4K +650 +5%
RA
204
RFG Advisory
Alabama
$505K -$14.6K -346 -3%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$498K +$538K +12,764 New
NA
206
NewEdge Advisors
Louisiana
$496K -$5.65K -134 -1%
SS
207
Sunbelt Securities
Texas
$489K -$10.6K -252 -2%
T
208
TCWP
Ohio
$483K -$95.2K -2,257 -15%
WA
209
Wambolt & Associates
Colorado
$474K -$42.7K -1,012 -8%
AT
210
Arden Trust
Delaware
$470K
TNA
211
True North Advisors
Texas
$468K +$507K +12,030 New
Goldman Sachs
212
Goldman Sachs
New York
$462K -$587K -13,931 -54%
AT
213
American Trust
Kentucky
$462K +$137K +3,252 +38%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$453K +$84 +2 +0%
Betterment LLC
215
Betterment LLC
New York
$449K +$90.1K +2,136 +23%
IAN
216
Integrated Advisors Network
Texas
$447K +$211 +5 +0%
FHA
217
Flagship Harbor Advisors
Massachusetts
$443K -$6.11K -145 -1%
SWP
218
Stratos Wealth Partners
Ohio
$434K -$95.9K -2,275 -17%
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$420K +$101K +2,394 +29%
RAM
220
Redmond Asset Management
Virginia
$417K +$5.69K +135 +1%
GIA
221
Gladstone Institutional Advisory
Florida
$416K -$57K -1,353 -11%
ADL
222
Asset Dedication LLC
California
$413K
AA
223
Ancora Advisors
Ohio
$402K
NWA
224
Navis Wealth Advisors
New York
$398K +$42 +1 +0%
HI
225
Harbour Investments
Wisconsin
$389K +$421K +9,989 New