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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
26
JNBA Financial Advisors
Minnesota
$15.8M -$347K -8,546 -2%
KAS
27
Kestra Advisory Services
Texas
$15.1M +$230K +5,673 +2%
MCM
28
MAI Capital Management
Ohio
$14.4M -$114K -2,810 -0.8%
HNB
29
Huntington National Bank
Ohio
$14.4M
JP Morgan Chase
30
JP Morgan Chase
New York
$13.3M -$9.17K -226 -0.1%
MPW
31
Melone Private Wealth
Michigan
$12.5M +$778K +19,185 +7%
Stifel Financial
32
Stifel Financial
Missouri
$12.3M +$536K +13,223 +5%
PWS
33
Private Wealth Strategies
Ohio
$10.8M +$248K +6,111 +2%
BFG
34
Beacon Financial Group
Texas
$10.5M -$456K -11,254 -4%
DWM
35
Destination Wealth Management
California
$10.2M +$264K +6,520 +3%
FHB
36
First Hawaiian Bank
Hawaii
$10.1M +$118K +2,921 +1%
MWM
37
Marion Wealth Management
Pennsylvania
$9.71M +$350K +8,634 +4%
GW
38
GW & Wade
Massachusetts
$9.43M -$1.2M -29,539 -12%
CWP
39
Concord Wealth Partners
Virginia
$9.27M +$1.38M +34,141 +18%
APP
40
Avantax Planning Partners
Iowa
$8.76M +$605K +14,921 +8%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$8.35M -$187K -4,611 -2%
CI
42
CX Institutional
Indiana
$8.16M -$429K -10,565 -5%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$8.06M -$4.34M -106,916 -36%
CRC
44
Curi RMB Capital
Illinois
$7.75M +$37.5K +924 +0.5%
PAG
45
Private Advisor Group
New Jersey
$6.8M -$186K -4,592 -3%
HighTower Advisors
46
HighTower Advisors
Illinois
$6.6M +$3.94M +97,083 +163%
IWP
47
Invenio Wealth Partners
Florida
$6.32M +$6.09M +150,256 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$6.18M +$464K +11,436 +8%
AR
49
Apeiron RIA
Texas
$5.94M -$269K -6,634 -4%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$5.86M -$547K -13,489 -9%