We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$301K +$83.8K +2,266 +40%
US Bancorp
227
US Bancorp
Minnesota
$291K +$37.9K +1,024 +16%
FFG
228
Fortem Financial Group
California
$284K +$50.4K +1,363 +22%
ADL
229
Asset Dedication LLC
California
$283K +$5.18K +140 +2%
IWM
230
IHT Wealth Management
Illinois
$281K +$9.95K +269 +4%
WMA
231
Wealth Management Associates
New Jersey
$280K +$4.03K +109 +2%
UWM
232
USAdvisors Wealth Management
Minnesota
$278K +$270K +7,313 New
HIA
233
Harbor Investment Advisory
Maryland
$276K +$268K +7,248 New
FIM
234
Fernwood Investment Management
Massachusetts
$273K -$25.9K -699 -9%
APW
235
Aurora Private Wealth
New Jersey
$272K +$264K +7,146 New
IA
236
IFG Advisory
Georgia
$267K +$260K +7,021 New
CAI
237
Capital Advisors Inc
Oklahoma
$266K -$185 -5 -0.1%
BWP
238
Bernardo Wealth Planning
Pennsylvania
$266K +$629 +17 +0.2%
WCM
239
WealthBridge Capital Management
Ohio
$265K +$49K +1,325 +24%
BBPWM
240
Blue Bell Private Wealth Management
Pennsylvania
$262K +$11.1K +300 +5%
SDH
241
Sloy Dahl & Holst
Washington
$261K +$254K +6,865 New
ABC
242
Associated Banc-Corp
Wisconsin
$259K +$252K +6,808 New
William Blair & Company
243
William Blair & Company
Illinois
$257K -$2.77K -75 -1%
DWM
244
Dakota Wealth Management
Florida
$251K
AIM
245
Alhambra Investment Management
Florida
$248K +$241K +6,530 New
EE
246
EWG Elevate
California
$246K +$239K +6,454 New
FSC
247
Full Sail Capital
Oklahoma
$244K +$5.7K +154 +2%
WFM
248
Wolff Financial Management
Michigan
$240K -$46.7K -1,264 -17%
CT
249
Caldwell Trust
Florida
$240K +$233K +6,299 New
KIA
250
KCM Investment Advisors
California
$239K +$222 +6 +0.1%