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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
26
Atlantic Union Bankshares
Virginia
$17.8M -$2.57M -49,716 -13%
JP Morgan Chase
27
JP Morgan Chase
New York
$17.7M +$1.26M +24,324 +8%
MCM
28
MAI Capital Management
Ohio
$17.6M -$121K -2,331 -0.7%
Stifel Financial
29
Stifel Financial
Missouri
$16.2M -$129K -2,492 -0.8%
AWM
30
AE Wealth Management
Kansas
$16.1M +$1.89M +36,575 +13%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$14.6M +$937K +18,092 +7%
PWP
32
Precedent Wealth Partners
Texas
$14.4M -$235K -4,543 -2%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$14.3M +$365K +7,041 +3%
MWM
34
Marion Wealth Management
Pennsylvania
$14.2M +$94.5K +1,825 +0.7%
Lido Advisors
35
Lido Advisors
California
$14.1M -$442K -8,535 -3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$12.5M +$355K +6,846 +3%
APP
37
Avantax Planning Partners
Iowa
$12.2M +$59K +1,140 +0.5%
CWP
38
Concord Wealth Partners
Virginia
$12.1M -$266K -5,131 -2%
DWM
39
Destination Wealth Management
California
$12.1M +$174K +3,351 +1%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$11.8M -$323K -6,230 -3%
CRC
41
Curi RMB Capital
Illinois
$11.7M +$48.7K +941 +0.4%
LKWM
42
Lee-Kelleher Wealth Management
Maryland
$10.7M +$684K +13,203 +7%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$10.6M +$91.7K +1,771 +0.9%
GFG
44
Goldstone Financial Group
Illinois
$10.1M +$937K +18,096 +10%
CI
45
CX Institutional
Indiana
$9.57M +$1M +19,383 +12%
WPIC
46
White Pine Investment Company
Michigan
$8.87M +$206K +3,969 +2%
CAMV
47
Concord Asset Management (Virginia)
Virginia
$8.65M -$3.71M -71,640 -30%
DAS
48
Dynamic Advisor Solutions
Arizona
$8.11M +$341K +6,587 +4%
Two Sigma Investments
49
Two Sigma Investments
New York
$7.77M +$7.05M +136,100 +1,098%
UAG
50
United Advisor Group
Ohio
$7.72M +$119K +2,301 +2%