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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
201
Marino Stram & Associates
Massachusetts
$860K -$12.1K -251 -1%
OWA
202
Octavia Wealth Advisors
Ohio
$855K -$19.3K -400 -2%
HCP
203
Holt Capital Partners
Texas
$847K -$1.31M -27,200 -62%
SC
204
Savant Capital
Illinois
$844K
BFW
205
Brady Family Wealth
Missouri
$804K
CPC
206
Consolidated Planning Corp
Georgia
$804K +$2.99K +62 +0.4%
NWA
207
Navis Wealth Advisors
New York
$782K -$234K -4,847 -24%
Goldman Sachs
208
Goldman Sachs
New York
$779K +$188K +3,900 +34%
TFG
209
Team Financial Group
California
$778K -$150K -3,114 -17%
GC
210
Guidance Capital
Kentucky
$770K +$9.8K +203 +1%
MSA
211
Marathon Strategic Advisors
Pennsylvania
$766K
JIC
212
Johnson Investment Counsel
Ohio
$756K +$9.13K +189 +1%
PWMAG
213
Pinnacle Wealth Management Advisory Group
New Jersey
$750K -$100K -2,076 -12%
EWA
214
Exencial Wealth Advisors
Oklahoma
$748K -$103K -2,130 -12%
AGA
215
Arkos Global Advisors
Texas
$742K -$3.52K -73 -0.5%
TNBTD
216
Trustmark National Bank Trust Department
Mississippi
$727K -$4.39K -91 -0.6%
RW
217
Rockport Wealth
Ohio
$715K -$129K -2,675 -16%
SI
218
Saxon Interests
Texas
$714K
Betterment LLC
219
Betterment LLC
New York
$712K +$48.9K +1,012 +8%
HWM
220
HB Wealth Management
Georgia
$679K
TRCT
221
Tower Research Capital (TRC)
New York
$663K +$638K +13,219 New
AF
222
Allworth Financial
California
$649K +$53K +1,097 +9%
ADL
223
Asset Dedication LLC
California
$627K +$9.66K +200 +2%
Two Sigma Investments
224
Two Sigma Investments
New York
$621K -$5.88M -121,700 -91%
SF
225
Summit Financial
New Jersey
$618K -$1.69K -35 -0.3%