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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Connecticut Wealth Management
Connecticut
$8.6M -$15.8M -469,626 -57%
PWS
27
Private Wealth Strategies
Ohio
$8.34M +$421K +12,518 +4%
SL
28
Salomon & Ludwin
Virginia
$8.19M +$1.62M +48,102 +17%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$8.01M -$4.91M -145,713 -31%
JP Morgan Chase
30
JP Morgan Chase
New York
$7.76M +$2.55M +75,777 +31%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$7.31M -$908K -26,969 -8%
KeyBank National Association
32
KeyBank National Association
Ohio
$7.04M +$270K +8,028 +3%
CRC
33
Curi RMB Capital
Illinois
$6.58M -$1.39M -41,342 -13%
NFG
34
NewFocus Financial Group
Washington
$6.29M +$4.42M +131,171 +102%
DWM
35
Destination Wealth Management
California
$6.28M +$304K +9,038 +4%
SEIA
36
Signature Estate & Investment Advisors
California
$6.25M +$912K +27,096 +12%
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$6.17M +$223K +6,625 +3%
JWA
38
JFS Wealth Advisors
Pennsylvania
$6.14M +$399K +11,839 +5%
CAC
39
Certified Advisory Corp
Florida
$6.11M +$176K +5,218 +2%
Stifel Financial
40
Stifel Financial
Missouri
$6.07M -$236K -7,003 -3%
PMG
41
ProVise Management Group
Florida
$5.89M -$4.59M -136,475 -36%
BFG
42
Beacon Financial Group
Texas
$5.81M -$93.4K -2,775 -1%
FHB
43
First Hawaiian Bank
Hawaii
$5.74M +$353K +10,481 +5%
IWP
44
IAG Wealth Partners
Wisconsin
$5.68M -$1.18M -35,111 -13%
JFA
45
JNBA Financial Advisors
Minnesota
$5.6M +$3.2M +95,093 +70%
SF
46
Synovus Financial
Georgia
$5.39M +$3.71M +110,259 +98%
AWM
47
AE Wealth Management
Kansas
$4.92M -$5M -148,425 -42%
MCM
48
MAI Capital Management
Ohio
$4.91M +$498K +14,779 +8%
SIA
49
Soltis Investment Advisors
Utah
$4.73M +$2.16M +64,235 +49%
SS
50
Simplicity Solutions
Minnesota
$4.67M -$5.04M -149,657 -44%