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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$8.5M -$586K -10,635 -7%
CICC
52
Capital Investment Counsel (Colorado)
Colorado
$8.37M +$136K +2,465 +2%
CWM
53
Cornerstone Wealth Management
Missouri
$8.05M -$20.7K -376 -0.3%
UAG
54
United Advisor Group
Ohio
$8.03M +$29.3K +531 +0.4%
GFG
55
Goldstone Financial Group
Illinois
$7.9M -$1.21M -21,935 -14%
GWM
56
GSB Wealth Management
Connecticut
$7.84M +$55.3K +1,004 +0.7%
VC
57
Vestor Capital
Illinois
$7.76M +$1.21M +21,926 +30%
Goldman Sachs
58
Goldman Sachs
New York
$7.12M +$6.08M +110,422 +711%
DBFM
59
Dickmeyer Boyce Financial Management
Indiana
$7.05M +$58.1K +1,054 +0.9%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$6.97M -$70.6K -1,281 -1%
MAFA
61
MJT & Associates Financial Advisory
Minnesota
$6.94M +$297K +5,383 +5%
Mariner
62
Mariner
Kansas
$6.87M -$3.39M -61,525 -34%
MML Investors Services
63
MML Investors Services
Massachusetts
$6.64M +$1.72M +31,267 +36%
MSFS
64
Main Street Financial Solutions
Pennsylvania
$6.63M +$208K +3,780 +3%
SBH
65
Segall Bryant & Hamill
Illinois
$6.57M -$3.8K -69 -0.1%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$6.57M +$822K +14,914 +15%
DADC
67
D.A. Davidson & Co
Montana
$6.5M -$206K -3,744 -3%
EH
68
Equitable Holdings
New York
$6.45M -$203K -3,686 -3%
RCP
69
Roan Capital Partners
Tennessee
$6.2M +$657K +11,916 +12%
MWM
70
Modera Wealth Management
New Jersey
$6.17M -$70K -1,270 -1%
CHIA
71
Copper Harbor Investment Advisors
Wisconsin
$6.09M +$5.94M +107,806 New
IA
72
IFG Advisory
Georgia
$5.95M +$5.8M +105,197 New
TWC
73
TD Waterhouse Canada
Ontario, Canada
$5.64M +$43K +781 +0.8%
AI
74
Atria Investments
North Carolina
$5.62M -$1.33M -24,109 -20%
FPAS
75
Focus Partners Advisor Solutions
Missouri
$5.58M -$170K -3,091 -3%