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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
26
Cardan Capital Partners
Colorado
$13.7M -$1.8M -51,580 -12%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$13.2M -$1.59M -45,540 -11%
UCFA
28
United Capital Financial Advisors
Texas
$13M +$275K +7,875 +2%
CRC
29
Curi RMB Capital
Illinois
$12.2M +$151K +4,317 +1%
SL
30
Salomon & Ludwin
Virginia
$11.5M -$77.3K -2,213 -0.7%
AG
31
Advisor Group
Arizona
$11.3M +$472K +13,502 +4%
PA
32
Paracle Advisors
Washington
$10.5M +$2.71M +77,707 +36%
MWM
33
Merriman Wealth Management
Washington
$10.4M +$10.2M +291,767 New
MML Investors Services
34
MML Investors Services
Massachusetts
$9.86M -$418K -11,971 -4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$9.2M +$1.25M +35,772 +16%
KeyBank National Association
36
KeyBank National Association
Ohio
$9.1M +$6.2M +177,441 +231%
JWA
37
JFS Wealth Advisors
Pennsylvania
$8.97M +$374K +10,703 +4%
DWM
38
Destination Wealth Management
California
$8.82M -$318K -9,102 -4%
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$8.3M +$1.21M +34,570 +18%
BFG
40
Beacon Financial Group
Texas
$8.18M +$7.44M +212,990 +1,379%
SEIA
41
Signature Estate & Investment Advisors
California
$8.12M -$767K -21,977 -9%
CAC
42
Certified Advisory Corp
Florida
$8.01M +$455K +13,036 +6%
Stifel Financial
43
Stifel Financial
Missouri
$7.74M +$370K +10,607 +5%
JP Morgan Chase
44
JP Morgan Chase
New York
$7.06M -$454K -13,000 -6%
Goldman Sachs
45
Goldman Sachs
New York
$7.06M -$31.7K -907 -0.5%
FHB
46
First Hawaiian Bank
Hawaii
$6.73M +$624K +17,875 +11%
CI
47
CX Institutional
Indiana
$6.41M -$3.06M -87,598 -33%
ATPW
48
Ashton Thomas Private Wealth
Arizona
$6.14M +$5.99M +171,468 New
SB
49
Simmons Bank
Arkansas
$5.71M -$67K -1,919 -1%
FI
50
Financial Insights
Washington
$5.36M +$51.7K +1,480 +1%