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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$14.5M -$6.25M -147,091 -29%
MCM
27
MAI Capital Management
Ohio
$14.2M +$300K +7,062 +2%
HNB
28
Huntington National Bank
Ohio
$13.9M
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$13.7M +$199K +4,671 +1%
JP Morgan Chase
30
JP Morgan Chase
New York
$13M +$1.83M +42,984 +16%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$12.2M +$6.59M +154,980 +108%
Stifel Financial
32
Stifel Financial
Missouri
$11.5M -$670K -15,757 -5%
MPW
33
Melone Private Wealth
Michigan
$11.2M +$2.1M +49,376 +22%
BFG
34
Beacon Financial Group
Texas
$10.6M -$403K -9,486 -4%
GW
35
GW & Wade
Massachusetts
$10.4M +$344K +8,092 +3%
PWS
36
Private Wealth Strategies
Ohio
$10.2M +$74.5K +1,753 +0.7%
FHB
37
First Hawaiian Bank
Hawaii
$9.75M +$287K +6,756 +3%
DWM
38
Destination Wealth Management
California
$9.69M +$23.3K +549 +0.2%
MWM
39
Marion Wealth Management
Pennsylvania
$9.11M +$770K +18,116 +9%
CI
40
CX Institutional
Indiana
$8.39M -$130K -3,065 -1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$8.33M -$227K -5,352 -3%
APP
42
Avantax Planning Partners
Iowa
$7.93M -$237K -5,567 -3%
CWP
43
Concord Wealth Partners
Virginia
$7.64M -$1.88M -44,138 -19%
CRC
44
Curi RMB Capital
Illinois
$7.51M -$53.6K -1,260 -0.7%
PAG
45
Private Advisor Group
New Jersey
$6.57M -$284K -6,680 -4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$6.27M -$9.23M -217,067 -59%
AR
47
Apeiron RIA
Texas
$6.06M -$185K -4,342 -3%
CFGS
48
Concourse Financial Group Securities
Alabama
$5.63M +$135K +3,168 +2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$5.55M +$212K +4,999 +4%
SEIA
50
Signature Estate & Investment Advisors
California
$5.48M -$329K -7,734 -5%