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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 -$165K -3,766 -1%
Stifel Financial
27
Stifel Financial
Missouri
$12.1M +$299K +6,846 +3%
MCM
28
MAI Capital Management
Ohio
$11.8M +$687K +15,702 +6%
JP Morgan Chase
29
JP Morgan Chase
New York
$11.5M +$70.3K +1,608 +0.6%
PWS
30
Private Wealth Strategies
Ohio
$11.4M -$502K -11,474 -4%
CWP
31
Concord Wealth Partners
Virginia
$11.2M -$455K -10,400 -4%
CAN
32
Cetera Advisor Networks
California
$11M -$727K -16,628 -6%
DWM
33
Destination Wealth Management
California
$10.6M +$28.1K +642 +0.3%
FHB
34
First Hawaiian Bank
Hawaii
$10.3M +$234K +5,361 +2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$9.62M -$638K -14,588 -6%
MPW
36
Melone Private Wealth
Michigan
$9.34M +$296K +6,770 +3%
CRC
37
Curi RMB Capital
Illinois
$9.1M +$642K +14,686 +8%
CI
38
CX Institutional
Indiana
$8.33M +$332K +7,589 +4%
FHC
39
First Heartland Consultants
Missouri
$8.27M +$8.14M +186,250 New
APP
40
Avantax Planning Partners
Iowa
$7.74M +$730K +16,683 +11%
CWM
41
Connecticut Wealth Management
Connecticut
$7.71M -$78.2K -1,789 -1%
PAG
42
Private Advisor Group
New Jersey
$7.11M +$3.87M +88,416 +123%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$7.01M -$284K -6,487 -4%
SEIA
44
Signature Estate & Investment Advisors
California
$6.71M +$248K +5,675 +4%
AR
45
Apeiron RIA
Texas
$6.31M +$197K +4,496 +3%
MWM
46
Marion Wealth Management
Pennsylvania
$6.28M +$5.42K +124 +0.1%
SL
47
Salomon & Ludwin
Virginia
$6.09M -$40.5K -926 -0.7%
CFGS
48
Concourse Financial Group Securities
Alabama
$5.79M +$237K +5,416 +4%
JWA
49
JFS Wealth Advisors
Pennsylvania
$5.67M -$393K -8,994 -7%
AF
50
Allworth Financial
California
$5.63M +$5.5M +125,704 +13,177%