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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$555K -$278K -6,527 -33%
HT
202
Heritage Trust
Oklahoma
$553K
NA
203
NewEdge Advisors
Louisiana
$549K -$36K -844 -6%
FAIM
204
Financial Advocates Investment Management
Washington
$547K +$28.4K +666 +5%
SFWC
205
Strategic Family Wealth Counselors
New Jersey
$544K +$11.7K +274 +2%
Betterment LLC
206
Betterment LLC
New York
$531K +$14.6K +343 +3%
E
207
ETFidea
New York
$529K -$2.77K -65 -0.5%
FLPIM
208
F.L. Putnam Investment Management
Massachusetts
$514K
CFG
209
Citizens Financial Group
Rhode Island
$513K
DAS
210
Dynamic Advisor Solutions
Arizona
$506K +$116K +2,713 +28%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$504K +$105K +2,457 +25%
ADL
212
Asset Dedication LLC
California
$503K
IAN
213
Integrated Advisors Network
Texas
$502K +$213 +5 +0%
WI
214
Wintrust Investments
Illinois
$497K -$76.6K -1,796 -13%
FHA
215
Flagship Harbor Advisors
Massachusetts
$494K -$30.8K -722 -6%
Invesco
216
Invesco
Georgia
$492K +$5.84K +137 +1%
BlackRock
217
BlackRock
New York
$492K +$512K +12,000 New
KIA
218
KLR Investment Advisors
Rhode Island
$490K -$10.6K -249 -2%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$486K -$13.1K -307 -3%
CASB
220
Cape Ann Savings Bank
Massachusetts
$470K -$5.33K -125 -1%
NHT
221
New Hampshire Trust
New Hampshire
$467K
SS
222
Sunbelt Securities
Texas
$456K -$56.8K -1,332 -11%
HWM
223
HB Wealth Management
Georgia
$447K
EFS
224
Essex Financial Services
Connecticut
$438K -$37.8K -887 -8%
Renaissance Technologies
225
Renaissance Technologies
New York
$438K +$456K +10,700 New