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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$16.8M -$819K -16,751 -5%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$15.9M +$5.75M +117,727 +61%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$15.6M +$529K +10,816 +4%
Stifel Financial
29
Stifel Financial
Missouri
$15.2M +$86.6K +1,771 +0.6%
PWP
30
Precedent Wealth Partners
Texas
$13.7M +$278K +5,693 +2%
MWM
31
Marion Wealth Management
Pennsylvania
$13.1M +$483K +9,882 +4%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$308K -6,293 -3%
APP
33
Avantax Planning Partners
Iowa
$12.1M -$1.89M -38,600 -14%
DWM
34
Destination Wealth Management
California
$12M -$86.5K -1,770 -0.7%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$11.3M +$44K +900 +0.4%
FHB
36
First Hawaiian Bank
Hawaii
$11M -$325K -6,644 -3%
IWP
37
Invenio Wealth Partners
Florida
$11M -$964K -19,734 -8%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$78.6K +1,609 +0.8%
AWM
39
AE Wealth Management
Kansas
$10.8M -$22.7M -463,869 -69%
CWP
40
Concord Wealth Partners
Virginia
$10.3M -$331K -6,781 -3%
MWM
41
Modern Wealth Management
Kansas
$10.2M +$9.71M +198,571 New
CRC
42
Curi RMB Capital
Illinois
$9.38M -$151K -3,086 -2%
Osaic Holdings
43
Osaic Holdings
Arizona
$8.72M -$618K -12,639 -7%
HighTower Advisors
44
HighTower Advisors
Illinois
$8.34M -$54.9K -1,124 -0.7%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$7.96M -$993K -20,319 -12%
Mariner
46
Mariner
Kansas
$7.89M +$22.8K +467 +0.3%
GFG
47
Goldstone Financial Group
Illinois
$7.61M +$1.11M +22,797 +18%
CI
48
CX Institutional
Indiana
$7.54M +$115K +2,350 +2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$7.28M +$2.9M +59,313 +71%
DAS
50
Dynamic Advisor Solutions
Arizona
$7.25M +$1.19M +24,414 +21%