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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$16.7M +$804K +17,529 +5%
MPW
27
Melone Private Wealth
Michigan
$16M +$68.4K +1,492 +0.5%
HNB
28
Huntington National Bank
Ohio
$15.6M
Stifel Financial
29
Stifel Financial
Missouri
$14.6M +$491K +10,716 +4%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$13.8M +$1.45M +31,601 +13%
PWS
31
Private Wealth Strategies
Ohio
$13.3M +$318K +6,939 +3%
APP
32
Avantax Planning Partners
Iowa
$13M +$2.32M +50,532 +23%
PWP
33
Precedent Wealth Partners
Texas
$12.5M +$343K +7,483 +3%
MWM
34
Marion Wealth Management
Pennsylvania
$11.9M -$93.2K -2,033 -0.8%
DWM
35
Destination Wealth Management
California
$11.5M -$195K -4,243 -2%
FHB
36
First Hawaiian Bank
Hawaii
$11M -$192K -4,188 -2%
IWP
37
Invenio Wealth Partners
Florida
$10.8M +$2.5M +54,417 +33%
CWP
38
Concord Wealth Partners
Virginia
$10.3M +$636K +13,871 +7%
CRC
39
Curi RMB Capital
Illinois
$10.2M +$449K +9,799 +5%
Osaic Holdings
40
Osaic Holdings
Arizona
$10.2M -$14M -305,741 -59%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$9.97M +$1.77M +38,494 +23%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$9.81M -$356K -7,765 -4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$9.11M -$129K -2,822 -1%
PAG
44
Private Advisor Group
New Jersey
$9.09M +$29.4K +641 +0.3%
HighTower Advisors
45
HighTower Advisors
Illinois
$8.19M -$93.9K -2,047 -1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$8.09M +$7.61M +165,882 New
Mariner
47
Mariner
Kansas
$7.78M +$979K +21,351 +15%
BFG
48
Beacon Financial Group
Texas
$7.38M -$741K -16,166 -10%
CI
49
CX Institutional
Indiana
$7.28M -$611K -13,320 -8%
JFA
50
JNBA Financial Advisors
Minnesota
$6.8M -$6.36M -138,725 -50%