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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Beacon Financial Group
Texas
$12.5M -$62.7K -1,438 -0.5%
TCWA
27
Ten Capital Wealth Advisors
Washington
$11.9M +$701K +16,060 +6%
PWS
28
Private Wealth Strategies
Ohio
$11.9M +$403K +9,227 +4%
Stifel Financial
29
Stifel Financial
Missouri
$11.8M -$1.3M -29,722 -10%
CAN
30
Cetera Advisor Networks
California
$11.7M -$9.82M -225,017 -46%
CWP
31
Concord Wealth Partners
Virginia
$11.6M +$5.23M +119,942 +84%
JP Morgan Chase
32
JP Morgan Chase
New York
$11.4M +$347K +7,952 +3%
MCM
33
MAI Capital Management
Ohio
$11.1M +$449K +10,289 +4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$11M +$9.86M +225,893 +1,039%
DWM
35
Destination Wealth Management
California
$10.5M -$28.3K -648 -0.3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$10.3M +$6.87M +157,383 +192%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$10.2M -$443K -10,142 -4%
FHB
38
First Hawaiian Bank
Hawaii
$10.1M -$69.9K -1,602 -0.7%
MPW
39
Melone Private Wealth
Michigan
$9.27M +$9.12M +208,922 New
CRC
40
Curi RMB Capital
Illinois
$8.44M +$498K +11,407 +6%
JFS
41
JD Financial Services
Pennsylvania
$8.09M +$814K +18,644 +11%
CI
42
CX Institutional
Indiana
$7.98M +$175K +4,017 +2%
CWM
43
Connecticut Wealth Management
Connecticut
$7.78M -$511K -11,714 -6%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$7.29M -$779K -17,858 -10%
APP
45
Avantax Planning Partners
Iowa
$6.99M -$88.8K -2,036 -1%
SEIA
46
Signature Estate & Investment Advisors
California
$6.44M -$87K -1,993 -1%
MWM
47
Marion Wealth Management
Pennsylvania
$6.26M +$6.16M +141,209 New
AR
48
Apeiron RIA
Texas
$6.22M +$6.12M +140,184 New
SL
49
Salomon & Ludwin
Virginia
$6.13M -$48.9K -1,121 -0.8%
JWA
50
JFS Wealth Advisors
Pennsylvania
$6.06M -$134K -3,080 -2%