0001085146-21-002398.txt : 20210812 0001085146-21-002398.hdr.sgml : 20210812 20210811213513 ACCESSION NUMBER: 0001085146-21-002398 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210812 DATE AS OF CHANGE: 20210811 EFFECTIVENESS DATE: 20210812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Insights, Inc. CENTRAL INDEX KEY: 0001642058 IRS NUMBER: 911132992 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19438 FILM NUMBER: 211165346 BUSINESS ADDRESS: STREET 1: 3110 RUSTON WAY STREET 2: SUITE C CITY: TACOMA STATE: WA ZIP: 98402 BUSINESS PHONE: 2536276010 MAIL ADDRESS: STREET 1: 3110 RUSTON WAY STREET 2: SUITE C CITY: TACOMA STATE: WA ZIP: 98402 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001642058 XXXXXXXX 06-30-2021 06-30-2021 false Financial Insights, Inc.

3110 RUSTON WAY SUITE C TACOMA WA 98402

13F HOLDINGS REPORT 028-19438 N Alexandria Criss 253-627-6010 /s/ Alexandria Criss Tacoma WA 08-11-2021 0 228 1207577 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 868 437 SH SOLE 437 0 0 ABBOTT LABS COM 002824100 863 745 SH SOLE 745 0 0 ABBVIE INC COM 00287Y109 1205 1070 SH SOLE 1070 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 1351 7950 SH SOLE 7950 0 0 ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS 003264108 358 1420 SH SOLE 1420 0 0 AEROVIRONMENT INC COM 008073108 200 200 SH SOLE 200 0 0 ALASKA AIR GROUP INC COM 011659109 514 853 SH SOLE 853 0 0 ALPHABET INC CAP STK CL A 02079K305 391 16 SH SOLE 16 0 0 ALPHABET INC CAP STK CL C 02079K107 1353 54 SH SOLE 54 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 550 1510 SH SOLE 1510 0 0 ALPS ETF TR INTL SEC DV DOG 00162Q718 1048 3737 SH SOLE 3737 0 0 ALPS ETF TR REIT DIVIDE DOGS 00162Q106 1142 2380 SH SOLE 2380 0 0 ALPS ETF TR SECTR DIV DOGS 00162Q858 397 750 SH SOLE 750 0 0 AMAZON COM INC COM 023135106 16031 466 SH SOLE 466 0 0 AMERESCO INC CL A 02361E108 993 1583 SH SOLE 1583 0 0 AMERICAN ELEC PWR CO INC COM 025537101 551 651 SH SOLE 651 0 0 AMERICAN EXPRESS CO COM 025816109 215 130 SH SOLE 130 0 0 APPLE INC COM 037833100 58366 42631 SH SOLE 42631 0 0 APPLIED MATLS INC COM 038222105 3369 2366 SH SOLE 2366 0 0 AT&T INC COM 00206R102 3536 12287 SH SOLE 12287 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 302 152 SH SOLE 152 0 0 AXON ENTERPRISE INC COM 05464C101 442 250 SH SOLE 250 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66262 23842 SH SOLE 23842 0 0 BHP GROUP LTD SPONSORED ADS 088606108 1658 2276 SH SOLE 2276 0 0 BK OF AMERICA CORP COM 060505104 379 919 SH SOLE 919 0 0 BOEING CO COM 097023105 5381 2246 SH SOLE 2246 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 844 3200 SH SOLE 3200 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 282 581 SH SOLE 581 0 0 CATERPILLAR INC COM 149123101 847 389 SH SOLE 389 0 0 CF INDS HLDGS INC COM 125269100 515 1000 SH SOLE 1000 0 0 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 347 1000 SH SOLE 1000 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 203 175 SH SOLE 175 0 0 CHEVRON CORP NEW COM 166764100 2610 2492 SH SOLE 2492 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 388 25 SH SOLE 25 0 0 CIGNA CORP NEW COM 125523100 309 130 SH SOLE 130 0 0 CISCO SYS INC COM 17275R102 2464 4649 SH SOLE 4649 0 0 COLGATE PALMOLIVE CO COM 194162103 211 259 SH SOLE 259 0 0 COLUMBIA BKG SYS INC COM 197236102 732 1899 SH SOLE 1899 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 12368 57390 SH SOLE 57390 0 0 COMCAST CORP NEW CL A 20030N101 1653 2900 SH SOLE 2900 0 0 CONOCOPHILLIPS COM 20825C104 427 701 SH SOLE 701 0 0 CONSTELLATION BRANDS INC CL A 21036P108 468 200 SH SOLE 200 0 0 CORNING INC COM 219350105 382 935 SH SOLE 935 0 0 COSTCO WHSL CORP NEW COM 22160K105 8127 2054 SH SOLE 2054 0 0 DAVITA INC COM 23918K108 482 400 SH SOLE 400 0 0 DEERE & CO COM 244199105 909 258 SH SOLE 258 0 0 DELL TECHNOLOGIES INC CL C 24703L202 219 220 SH SOLE 220 0 0 DISNEY WALT CO COM 254687106 369 210 SH SOLE 210 0 0 EATON VANCE TAX MNGED BUY WR COM 27828X100 665 3965 SH SOLE 3965 0 0 EBAY INC. COM 278642103 291 415 SH SOLE 415 0 0 EMERSON ELEC CO COM 291011104 385 400 SH SOLE 400 0 0 EOG RES INC COM 26875P101 501 600 SH SOLE 600 0 0 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 18286 30230 SH SOLE 30230 0 0 EVERGY INC COM 30034W106 609 1007 SH SOLE 1007 0 0 EXPEDITORS INTL WASH INC COM 302130109 380 300 SH SOLE 300 0 0 EXXON MOBIL CORP COM 30231G102 3125 4954 SH SOLE 4954 0 0 FACEBOOK INC CL A 30303M102 469 135 SH SOLE 135 0 0 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 358 625 SH SOLE 625 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 1430 584 SH SOLE 584 0 0 FORD MTR CO DEL COM 345370860 500 3364 SH SOLE 3364 0 0 FRANKLIN ETF TR LIBERTY SHRT ETF 353506108 541 570 SH SOLE 570 0 0 GENERAL ELECTRIC CO COM 369604103 385 2857 SH SOLE 2857 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 301 860 SH SOLE 860 0 0 GRACO INC COM 384109104 375 495 SH SOLE 495 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 239 1638 SH SOLE 1638 0 0 HOME DEPOT INC COM 437076102 1247 391 SH SOLE 391 0 0 HONEYWELL INTL INC COM 438516106 1443 658 SH SOLE 658 0 0 HP INC COM 40434L105 525 1740 SH SOLE 1740 0 0 INTEL CORP COM 458140100 1936 3448 SH SOLE 3448 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 2769 18077 SH SOLE 18077 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 46138E149 1221 630 SH SOLE 630 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 1241 2815 SH SOLE 2815 0 0 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 1254 6500 SH SOLE 6500 0 0 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 2789 13500 SH SOLE 13500 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 22166 6254 SH SOLE 6254 0 0 ISHARES GOLD TR ISHARES NEW 464285204 521 1547 SH SOLE 1547 0 0 ISHARES INC CORE MSCI EMKT 46434G103 206 308 SH SOLE 308 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 11077 24533 SH SOLE 24533 0 0 ISHARES INC MSCI FRONTIER 464286145 1444 4350 SH SOLE 4350 0 0 ISHARES TR COHEN STEER REIT 464287564 4016 6145 SH SOLE 6145 0 0 ISHARES TR CORE DIV GRWTH 46434V621 21023 41745 SH SOLE 41745 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 4799 4971 SH SOLE 4971 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 288 393 SH SOLE 393 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5049 1879 SH SOLE 1879 0 0 ISHARES TR CORE S&P SCP ETF 464287804 624 552 SH SOLE 552 0 0 ISHARES TR CORE S&P US GWT 464287671 775 767 SH SOLE 767 0 0 ISHARES TR CORE S&P US VLU 464287663 244 339 SH SOLE 339 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 20789 26305 SH SOLE 26305 0 0 ISHARES TR GBL COMM SVC ETF 464287275 1258 1453 SH SOLE 1453 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 838 3572 SH SOLE 3572 0 0 ISHARES TR HDG MSCI EAFE 46434V803 17658 50975 SH SOLE 50975 0 0 ISHARES TR INTL SEL DIV ETF 464288448 467 1441 SH SOLE 1441 0 0 ISHARES TR MRGSTR SM CP GR 464288604 218 420 SH SOLE 420 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 586 620 SH SOLE 620 0 0 ISHARES TR MSCI EAFE ETF 464287465 3719 4715 SH SOLE 4715 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 696 921 SH SOLE 921 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 402 729 SH SOLE 729 0 0 ISHARES TR MSCI KLD400 SOC 464288570 29431 35532 SH SOLE 35532 0 0 ISHARES TR MSCI USA ESG SLC 464288802 994 1040 SH SOLE 1040 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 2135 2901 SH SOLE 2901 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 13571 10214 SH SOLE 10214 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1383 1180 SH SOLE 1180 0 0 ISHARES TR PFD AND INCM SEC 464288687 2063 5244 SH SOLE 5244 0 0 ISHARES TR RESIDENTIAL MULT 464288562 3269 3923 SH SOLE 3923 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 14597 5377 SH SOLE 5377 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 10274 6477 SH SOLE 6477 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1624 521 SH SOLE 521 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 423 255 SH SOLE 255 0 0 ISHARES TR RUS MD CP GR ETF 464287481 10416 9201 SH SOLE 9201 0 0 ISHARES TR RUS MID CAP ETF 464287499 631 796 SH SOLE 796 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 525 229 SH SOLE 229 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2883 3964 SH SOLE 3964 0 0 ISHARES TR S&P MC 400VL ETF 464287705 748 710 SH SOLE 710 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 2071 1921 SH SOLE 1921 0 0 ISHARES TR TRANS AVG ETF 464287192 2189 842 SH SOLE 842 0 0 ISHARES TR U.S. BAS MTL ETF 464287838 652 500 SH SOLE 500 0 0 ISHARES TR U.S. REAL ES ETF 464287739 1551 1521 SH SOLE 1521 0 0 ISHARES TR US AER DEF ETF 464288760 1079 985 SH SOLE 985 0 0 ISHARES TR US TREAS BD ETF 46429B267 321 1205 SH SOLE 1205 0 0 ISHARES TR YLD OPTIM BD 46434V787 12055 47715 SH SOLE 47715 0 0 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 79943 155149 SH SOLE 155149 0 0 JOHNSON & JOHNSON COM 478160104 6613 4014 SH SOLE 4014 0 0 JOHNSON CTLS INTL PLC SHS G51502105 679 990 SH SOLE 990 0 0 JPMORGAN CHASE & CO COM 46625H100 1731 1113 SH SOLE 1113 0 0 KROGER CO COM 501044101 383 1000 SH SOLE 1000 0 0 LILLY ELI & CO COM 532457108 356 155 SH SOLE 155 0 0 LOWES COS INC COM 548661107 1616 833 SH SOLE 833 0 0 MARSH & MCLENNAN COS INC COM 571748102 245 174 SH SOLE 174 0 0 MCDONALDS CORP COM 580135101 3938 1705 SH SOLE 1705 0 0 MCKESSON CORP COM 58155Q103 507 265 SH SOLE 265 0 0 MEDTRONIC PLC SHS G5960L103 511 412 SH SOLE 412 0 0 MICROSOFT CORP COM 594918104 134674 49714 SH SOLE 49714 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 2192 2400 SH SOLE 2400 0 0 NETFLIX INC COM 64110L106 3550 672 SH SOLE 672 0 0 NIKE INC CL B 654106103 382 247 SH SOLE 247 0 0 NOVO-NORDISK A S ADR 670100205 733 875 SH SOLE 875 0 0 NUTRIEN LTD COM 67077M108 666 1099 SH SOLE 1099 0 0 NVIDIA CORPORATION COM 67066G104 2912 364 SH SOLE 364 0 0 ORACLE CORP COM 68389X105 280 360 SH SOLE 360 0 0 OTIS WORLDWIDE CORP COM 68902V107 236 289 SH SOLE 289 0 0 PAYPAL HLDGS INC COM 70450Y103 1215 417 SH SOLE 417 0 0 PENN NATL GAMING INC COM 707569109 229 300 SH SOLE 300 0 0 PEPSICO INC COM 713448108 364 246 SH SOLE 246 0 0 PHILLIPS 66 COM 718546104 228 266 SH SOLE 266 0 0 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 250 250 SH SOLE 250 0 0 PNC FINL SVCS GROUP INC COM 693475105 477 250 SH SOLE 250 0 0 PROCTER AND GAMBLE CO COM 742718109 2819 2089 SH SOLE 2089 0 0 PROSHARES TR ULTRAPRO QQQ 74347X831 1202 981 SH SOLE 981 0 0 PROSHARES TR ULTRPRO S&P500 74347X864 1514 1335 SH SOLE 1335 0 0 RAYMOND JAMES FINL INC COM 754730109 1786 1375 SH SOLE 1375 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 525 615 SH SOLE 615 0 0 REALTY INCOME CORP COM 756109104 601 900 SH SOLE 900 0 0 ROKU INC COM CL A 77543R102 1171 255 SH SOLE 255 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 5577 1750 SH SOLE 1750 0 0 SCHWAB CHARLES CORP COM 808513105 214 294 SH SOLE 294 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 5651 17187 SH SOLE 17187 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1137 3100 SH SOLE 3100 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 357 200 SH SOLE 200 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 700 1000 SH SOLE 1000 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6866 5451 SH SOLE 5451 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 7349 7177 SH SOLE 7177 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 362 572 SH SOLE 572 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 247 300 SH SOLE 300 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 30332 20541 SH SOLE 20541 0 0 SMUCKER J M CO COM NEW 832696405 263 203 SH SOLE 203 0 0 SOUND FINL BANCORP INC COM 83607A100 4020 8742 SH SOLE 8742 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1066 309 SH SOLE 309 0 0 SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106 2579 3087 SH SOLE 3087 0 0 SPDR INDEX SHS FDS MSCI EMR MKT ETF 78470E205 1511 1840 SH SOLE 1840 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4221 986 SH SOLE 986 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2033 414 SH SOLE 414 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 4688 10601 SH SOLE 10601 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 3149 5000 SH SOLE 5000 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 401 1000 SH SOLE 1000 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 2327 5884 SH SOLE 5884 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1966 1608 SH SOLE 1608 0 0 SPDR SER TR SSGA US LRG ETF 78468R804 12209 9173 SH SOLE 9173 0 0 STARBUCKS CORP COM 855244109 21156 18921 SH SOLE 18921 0 0 TARGET CORP COM 87612E106 534 221 SH SOLE 221 0 0 TELOS CORP MD COM 87969B101 340 1000 SH SOLE 1000 0 0 TESLA INC COM 88160R101 1781 262 SH SOLE 262 0 0 TRACTOR SUPPLY CO COM 892356106 645 347 SH SOLE 347 0 0 TRUEBLUE INC COM 89785X101 274 975 SH SOLE 975 0 0 UMPQUA HLDGS CORP COM 904214103 369 2000 SH SOLE 2000 0 0 UNITED PARCEL SERVICE INC CL B 911312106 381 183 SH SOLE 183 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 5491 16689 SH SOLE 16689 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 668 902 SH SOLE 902 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1656 1841 SH SOLE 1841 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 7017 8170 SH SOLE 8170 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1864 650 SH SOLE 650 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 211 150 SH SOLE 150 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 43894 43122 SH SOLE 43122 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3306 840 SH SOLE 840 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 12987 5765 SH SOLE 5765 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 8508 2936 SH SOLE 2936 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 17245 7739 SH SOLE 7739 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1471 2320 SH SOLE 2320 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2396 4412 SH SOLE 4412 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 561 961 SH SOLE 961 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 68000 127412 SH SOLE 127412 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 14596 17647 SH SOLE 17647 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 38233 24700 SH SOLE 24700 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4058 7876 SH SOLE 7876 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 10807 10315 SH SOLE 10315 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 262 300 SH SOLE 300 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 4215 6200 SH SOLE 6200 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 400 500 SH SOLE 500 0 0 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 2077 1444 SH SOLE 1444 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 2933 934 SH SOLE 934 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 3410 1868 SH SOLE 1868 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1812 2003 SH SOLE 2003 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 7592 3072 SH SOLE 3072 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 1389 707 SH SOLE 707 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 7900 1981 SH SOLE 1981 0 0 VANGUARD WORLD FDS MATERIALS ETF 92204A801 571 316 SH SOLE 316 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 203 146 SH SOLE 146 0 0 VENTAS INC COM 92276F100 256 448 SH SOLE 448 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2210 3945 SH SOLE 3945 0 0 VISA INC COM CL A 92826C839 3252 1391 SH SOLE 1391 0 0 WALMART INC COM 931142103 564 400 SH SOLE 400 0 0 WASTE MGMT INC DEL COM 94106L109 827 590 SH SOLE 590 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 413 1201 SH SOLE 1201 0 0 WISDOMTREE TR EM MKTS QTLY DIV 97717W323 353 1177 SH SOLE 1177 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 281 615 SH SOLE 615 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 700 1680 SH SOLE 1680 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 59750 142431 SH SOLE 142431 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 3634 6936 SH SOLE 6936 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 477 800 SH SOLE 800 0 0