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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Soltis Investment Advisors
Utah
$11.6M +$11.2M +265,491 +830%
MCM
27
MAI Capital Management
Ohio
$11.4M +$1.05M +24,825 +9%
CAN
28
Cetera Advisor Networks
California
$10.9M +$1.34M +31,858 +13%
BFG
29
Beacon Financial Group
Texas
$10.8M -$227K -5,394 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$10.6M +$6.53M +154,784 +133%
JP Morgan Chase
31
JP Morgan Chase
New York
$9.7M -$419K -9,926 -4%
Stifel Financial
32
Stifel Financial
Missouri
$9.61M -$1.07M -25,366 -9%
PWS
33
Private Wealth Strategies
Ohio
$9.47M -$550K -13,041 -5%
CWP
34
Concord Wealth Partners
Virginia
$9.19M -$690K -16,367 -6%
FHB
35
First Hawaiian Bank
Hawaii
$9.17M +$127K +3,010 +1%
DWM
36
Destination Wealth Management
California
$9.07M -$240K -5,681 -2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$8.9M +$2.97M +70,440 +45%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$8.73M +$149K +3,540 +2%
MPW
39
Melone Private Wealth
Michigan
$8.61M +$90.5K +2,147 +1%
CRC
40
Curi RMB Capital
Illinois
$7.99M
CI
41
CX Institutional
Indiana
$7.55M +$266K +6,302 +3%
PAG
42
Private Advisor Group
New Jersey
$6.77M +$575K +13,648 +9%
CWM
43
Connecticut Wealth Management
Connecticut
$6.57M -$213K -5,058 -3%
MWM
44
Marion Wealth Management
Pennsylvania
$6.06M +$595K +14,101 +10%
SEIA
45
Signature Estate & Investment Advisors
California
$5.86M -$21.7K -515 -0.3%
APP
46
Avantax Planning Partners
Iowa
$5.84M -$1.02M -24,235 -14%
SL
47
Salomon & Ludwin
Virginia
$5.3M -$46.2K -1,096 -0.8%
JWA
48
JFS Wealth Advisors
Pennsylvania
$5.04M +$72K +1,708 +1%
CFGS
49
Concourse Financial Group Securities
Alabama
$5.04M -$52.5K -1,245 -1%
SCA
50
Snowden Capital Advisors
New York
$4.86M +$57.9K +1,374 +1%