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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$16M +$68.8K +1,275 +0.4%
MWM
27
Marion Wealth Management
Pennsylvania
$15.8M +$1.17M +21,728 +8%
HighTower Advisors
28
HighTower Advisors
Illinois
$15.5M -$926K -17,168 -5%
TBFA
29
Three Bearings Fiduciary Advisors
New Hampshire
$14.9M +$42.1K +780 +0.3%
EB
30
Eastern Bank
Massachusetts
$14.5M +$2.9M +53,865 +24%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$14.4M -$2.64K -49 -0%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$13.8M -$37.3K -692 -0.3%
JP Morgan Chase
33
JP Morgan Chase
New York
$13.6M -$1.56M -28,967 -10%
Lido Advisors
34
Lido Advisors
California
$13.3M -$793K -14,707 -5%
AUB
35
Atlantic Union Bankshares
Virginia
$12.7M -$2.71M -50,276 -17%
CWP
36
Concord Wealth Partners
Virginia
$12.5M +$440K +8,160 +4%
DWM
37
Destination Wealth Management
California
$12.4M -$35.4K -657 -0.3%
APP
38
Avantax Planning Partners
Iowa
$12.2M +$314K +5,817 +3%
AWE
39
Avidian Wealth Enterprises
Texas
$12.1M +$12.5M +231,196 New
PWP
40
Precedent Wealth Partners
Texas
$12.1M -$1.09M -20,143 -8%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$11.9M -$1.28M -23,654 -9%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$852K +15,805 +7%
CRC
43
Curi RMB Capital
Illinois
$11.6M +$433K +8,034 +4%
LKWM
44
Lee-Kelleher Wealth Management
Maryland
$11.6M +$406K +7,529 +4%
Mariner
45
Mariner
Kansas
$9.62M -$273K -5,053 -3%
CI
46
CX Institutional
Indiana
$9.39M +$56.8K +1,054 +0.6%
WPIC
47
White Pine Investment Company
Michigan
$9.22M +$111K +2,066 +1%
CAMV
48
Concord Asset Management (Virginia)
Virginia
$9.09M +$565K +10,474 +6%
FFA
49
Farther Finance Advisors
California
$8.84M +$7.36M +136,536 +440%
GFG
50
Goldstone Financial Group
Illinois
$8.49M -$2.33M -43,257 -21%