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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
26
Cardan Capital Partners
Colorado
$15.2M -$15K -405 -0.1%
UCFA
27
United Capital Financial Advisors
Texas
$14.7M +$335K +9,053 +2%
PMG
28
ProVise Management Group
Florida
$14.5M -$275K -7,443 -2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$14.2M +$52.8K +1,428 +0.4%
AWM
30
AE Wealth Management
Kansas
$13.4M +$7.65M +206,874 +142%
SS
31
Simplicity Solutions
Minnesota
$13.1M +$7.54M +203,757 +146%
PWS
32
Private Wealth Strategies
Ohio
$12.7M +$12.3M +332,983 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$12.5M +$327K +8,851 +3%
CRC
34
Curi RMB Capital
Illinois
$11.9M +$21.6K +584 +0.2%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$11.5M +$2.6M +70,206 +30%
SL
36
Salomon & Ludwin
Virginia
$11.1M -$839K -22,681 -7%
AG
37
Advisor Group
Arizona
$11M -$4.18M -112,965 -28%
KeyBank National Association
38
KeyBank National Association
Ohio
$10.8M +$313K +8,455 +3%
IWP
39
IAG Wealth Partners
Wisconsin
$10.3M +$9.99M +270,208 New
MML Investors Services
40
MML Investors Services
Massachusetts
$9.95M +$402K +10,878 +4%
Stifel Financial
41
Stifel Financial
Missouri
$9.81M +$1.33M +35,950 +16%
DWM
42
Destination Wealth Management
California
$9.55M +$161K +4,360 +2%
WSTAM
43
Wilbanks Smith & Thomas Asset Management
Virginia
$9.45M +$506K +13,669 +6%
CAC
44
Certified Advisory Corp
Florida
$9.42M +$90.2K +2,438 +1%
JP Morgan Chase
45
JP Morgan Chase
New York
$9.34M +$374K +10,100 +4%
JWA
46
JFS Wealth Advisors
Pennsylvania
$9.22M -$497K -13,444 -5%
BFG
47
Beacon Financial Group
Texas
$9.07M +$286K +7,740 +3%
SEIA
48
Signature Estate & Investment Advisors
California
$8.8M +$13.9K +377 +0.2%
FHB
49
First Hawaiian Bank
Hawaii
$8.63M +$70.3K +1,900 +0.8%
CI
50
CX Institutional
Indiana
$8.22M -$383K -10,357 -5%