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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAMV
51
Concord Asset Management (Virginia)
Virginia
$8.38M -$154K -2,994 -2%
DAS
52
Dynamic Advisor Solutions
Arizona
$8.22M +$218K +4,239 +3%
MPW
53
Melone Private Wealth
Michigan
$8.07M -$9.87M -191,596 -55%
UAG
54
United Advisor Group
Ohio
$7.37M -$246K -4,783 -3%
FWP
55
FAS Wealth Partners
Kansas
$7.34M +$445K +8,633 +6%
CWM
56
Cornerstone Wealth Management
Missouri
$7.3M -$78.9K -1,532 -1%
CICC
57
Capital Investment Counsel (Colorado)
Colorado
$7.26M +$176K +3,409 +2%
GWM
58
GSB Wealth Management
Connecticut
$6.95M +$392K +7,611 +6%
MML Investors Services
59
MML Investors Services
Massachusetts
$6.75M +$89.4K +1,735 +1%
AI
60
Atria Investments
North Carolina
$6.44M -$248K -4,807 -4%
EH
61
Equitable Holdings
New York
$6.43M +$715K +13,874 +13%
MAFA
62
MJT & Associates Financial Advisory
Minnesota
$6.15M +$21.2K +411 +0.3%
DADC
63
D.A. Davidson & Co
Montana
$6.07M -$102K -1,981 -2%
MWM
64
Modera Wealth Management
New Jersey
$6.03M -$22K -426 -0.4%
SBH
65
Segall Bryant & Hamill
Illinois
$6.01M +$6M +116,379 New
LRWA
66
Long Run Wealth Advisors
New York
$5.98M +$205K +3,978 +4%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$5.31M +$1.35M +26,124 +34%
JWA
68
JFS Wealth Advisors
Pennsylvania
$5.18M -$49.4K -959 -0.9%
TWC
69
TD Waterhouse Canada
Ontario, Canada
$5.15M -$294K -5,706 -5%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$5.14M -$897K -17,410 -15%
AR
71
Apeiron RIA
Texas
$5.04M -$438K -8,491 -8%
SC
72
SouthState Corp
Florida
$5.04M +$286K +5,550 +6%
IA
73
IFG Advisory
Georgia
$4.93M +$205K +3,986 +4%
FFA
74
Frazier Financial Advisors
Ohio
$4.69M -$38K -737 -0.8%
JWM
75
JPL Wealth Management
Colorado
$4.64M -$5.51K -107 -0.1%