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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
26
Huntington National Bank
Ohio
$17.1M
MCM
27
MAI Capital Management
Ohio
$17M +$313K +6,476 +2%
MPW
28
Melone Private Wealth
Michigan
$16.7M +$374K +7,741 +2%
JP Morgan Chase
29
JP Morgan Chase
New York
$15.8M +$99.7K +2,064 +0.7%
Stifel Financial
30
Stifel Financial
Missouri
$15.6M -$171K -3,545 -1%
PWP
31
Precedent Wealth Partners
Texas
$14M +$571K +11,829 +4%
Lido Advisors
32
Lido Advisors
California
$13.9M -$279K -5,777 -2%
AWM
33
AE Wealth Management
Kansas
$13.6M +$1.35M +27,912 +11%
MWM
34
Marion Wealth Management
Pennsylvania
$13.5M +$376K +7,795 +3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$13.4M +$302K +6,254 +2%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$13M +$317K +6,562 +3%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$12M +$34.8K +720 +0.3%
CWP
38
Concord Wealth Partners
Virginia
$11.9M +$197K +4,071 +2%
CAMV
39
Concord Asset Management (Virginia)
Virginia
$11.9M +$3.88M +80,456 +51%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$11.6M +$1.24M +25,648 +12%
APP
41
Avantax Planning Partners
Iowa
$11.6M +$37.2K +770 +0.3%
DWM
42
Destination Wealth Management
California
$11.4M +$184K +3,816 +2%
CRC
43
Curi RMB Capital
Illinois
$11.1M +$1.91M +39,652 +22%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$188K -3,900 -2%
LKWM
45
Lee-Kelleher Wealth Management
Maryland
$9.56M +$375K +7,769 +4%
GFG
46
Goldstone Financial Group
Illinois
$9M +$354K +7,328 +4%
WPIC
47
White Pine Investment Company
Michigan
$8.3M -$117K -2,413 -1%
CI
48
CX Institutional
Indiana
$8.2M +$486K +10,069 +7%
DAS
49
Dynamic Advisor Solutions
Arizona
$7.44M +$162K +3,349 +2%
UAG
50
United Advisor Group
Ohio
$7.28M +$59.3K +1,229 +0.9%