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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$12.2M +$345K +8,221 +3%
BFG
27
Beacon Financial Group
Texas
$11.6M +$30K +715 +0.3%
PWS
28
Private Wealth Strategies
Ohio
$10.7M +$447K +10,641 +4%
TCWA
29
Ten Capital Wealth Advisors
Washington
$10.5M +$148K +3,528 +1%
JP Morgan Chase
30
JP Morgan Chase
New York
$10.3M +$442K +10,523 +4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$10M +$54.7K +1,304 +0.5%
MCM
32
MAI Capital Management
Ohio
$9.98M +$323K +7,704 +3%
DWM
33
Destination Wealth Management
California
$9.88M -$178K -4,243 -2%
FHB
34
First Hawaiian Bank
Hawaii
$9.47M +$203K +4,827 +2%
CWM
35
Connecticut Wealth Management
Connecticut
$7.75M -$423K -10,066 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$7.55M -$2.07M -49,325 -21%
CRC
37
Curi RMB Capital
Illinois
$7.41M +$462 +11 +0%
CI
38
CX Institutional
Indiana
$7.29M +$1.03M +24,434 +16%
JFS
39
JD Financial Services
Pennsylvania
$6.78M +$482K +11,472 +8%
APP
40
Avantax Planning Partners
Iowa
$6.61M -$3.36M -80,055 -33%
SEIA
41
Signature Estate & Investment Advisors
California
$6.1M +$52.8K +1,257 +0.9%
CWP
42
Concord Wealth Partners
Virginia
$5.91M -$6.03M -143,693 -50%
JWA
43
JFS Wealth Advisors
Pennsylvania
$5.79M -$881K -20,975 -13%
SL
44
Salomon & Ludwin
Virginia
$5.77M -$30.8K -734 -0.5%
FI
45
Financial Insights
Washington
$5.77M -$140K -3,325 -2%
PFM
46
Parsec Financial Management
North Carolina
$5.61M -$465K -11,087 -8%
JFA
47
Johanson Financial Advisors
California
$5.24M +$111K +2,636 +2%
EWMCB
48
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.06M +$7.14K +170 +0.1%
CFGS
49
Concourse Financial Group Securities
Alabama
$5.01M +$197K +4,704 +4%
TIA
50
Traphagen Investment Advisors
New Jersey
$4.88M -$20.1M -477,791 -80%