We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MAI Capital Management
Ohio
$15.8M +$270K +6,426 +2%
MPW
27
Melone Private Wealth
Michigan
$14.9M +$510K +12,151 +4%
KAS
28
Kestra Advisory Services
Texas
$14.8M -$2.1M -50,060 -13%
HNB
29
Huntington National Bank
Ohio
$14.5M
Stifel Financial
30
Stifel Financial
Missouri
$13.2M -$112K -2,674 -0.9%
JFA
31
JNBA Financial Advisors
Minnesota
$12.7M -$1.44M -34,283 -11%
PWS
32
Private Wealth Strategies
Ohio
$12.2M +$253K +6,021 +2%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$11.5M +$1.32M +31,491 +14%
PWP
34
Precedent Wealth Partners
Texas
$11.4M +$10.5M +249,523 New
MWM
35
Marion Wealth Management
Pennsylvania
$11.2M +$307K +7,327 +3%
DWM
36
Destination Wealth Management
California
$11M -$204K -4,872 -2%
FHB
37
First Hawaiian Bank
Hawaii
$10.5M -$338K -8,068 -3%
CJFS
38
Coulter & Justus Financial Services
Tennessee
$10.4M +$426K +10,145 +5%
APP
39
Avantax Planning Partners
Iowa
$9.89M -$24K -572 -0.3%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$9.54M -$1.4M -33,326 -14%
CRC
41
Curi RMB Capital
Illinois
$9.09M +$623K +14,842 +8%
CWP
42
Concord Wealth Partners
Virginia
$9.01M -$362K -8,632 -4%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$8.72M +$7.61M +181,361 +1,898%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$8.67M -$216K -5,146 -3%
PAG
45
Private Advisor Group
New Jersey
$8.48M +$1.02M +24,315 +15%
GW
46
GW & Wade
Massachusetts
$8.24M -$1.57M -37,532 -17%
HighTower Advisors
47
HighTower Advisors
Illinois
$7.76M +$370K +8,828 +5%
BFG
48
Beacon Financial Group
Texas
$7.65M +$177K +4,212 +3%
IWP
49
Invenio Wealth Partners
Florida
$7.6M +$468K +11,160 +7%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$7.58M +$436K +10,403 +7%