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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Connecticut Wealth Management
Connecticut
$9.2M -$849K -31,427 -9%
IWP
27
IAG Wealth Partners
Wisconsin
$8.6M +$1.85M +68,429 +29%
FHB
28
First Hawaiian Bank
Hawaii
$8.44M +$1.63M +60,363 +25%
DWM
29
Destination Wealth Management
California
$8.29M +$876K +32,424 +12%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.6M -$4.47M -165,655 -38%
KeyBank National Association
31
KeyBank National Association
Ohio
$7.48M -$741K -27,456 -9%
JP Morgan Chase
32
JP Morgan Chase
New York
$7.43M -$1.6M -59,168 -18%
PFM
33
Parsec Financial Management
North Carolina
$7.29M -$7.9M -292,608 -53%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.24M -$1.27M -46,964 -16%
JFA
35
JNBA Financial Advisors
Minnesota
$7.17M +$575K +21,297 +9%
Stifel Financial
36
Stifel Financial
Missouri
$6.82M -$279K -10,338 -4%
BFG
37
Beacon Financial Group
Texas
$6.6M +$6.8K +252 +0.1%
MCM
38
MAI Capital Management
Ohio
$6.47M +$684K +25,318 +12%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$6.45M +$1.51M +55,865 +33%
JWA
40
JFS Wealth Advisors
Pennsylvania
$6.35M -$817K -30,251 -12%
SIA
41
Soltis Investment Advisors
Utah
$6.2M +$620K +22,978 +12%
AIP
42
Almanack Investment Partners
Pennsylvania
$6.05M +$5.76M +213,322 New
CRC
43
Curi RMB Capital
Illinois
$6M -$1.64M -60,707 -22%
SEIA
44
Signature Estate & Investment Advisors
California
$5.91M -$1.35M -49,990 -19%
SL
45
Salomon & Ludwin
Virginia
$5.3M -$4.1M -151,891 -45%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$5.12M -$2.01M -74,476 -29%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$5.08M -$25.8M -957,222 -84%
MML Investors Services
48
MML Investors Services
Massachusetts
$4.95M -$103K -3,830 -2%
APP
49
Avantax Planning Partners
Iowa
$4.55M +$31.5K +1,166 +0.7%
FI
50
Financial Insights
Washington
$4.33M -$1.23M -45,731 -29%