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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$8.46M +$93.5K +1,733 +1%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$8.25M -$3.88M -72,000 -31%
MPW
53
Melone Private Wealth
Michigan
$7.9M -$321K -5,953 -4%
FWP
54
FAS Wealth Partners
Kansas
$7.77M +$303K +5,618 +4%
CICC
55
Capital Investment Counsel (Colorado)
Colorado
$7.65M +$265K +4,915 +3%
CWM
56
Cornerstone Wealth Management
Missouri
$7.5M +$68.6K +1,272 +0.9%
UAG
57
United Advisor Group
Ohio
$7.43M -$70.5K -1,308 -0.9%
GWM
58
GSB Wealth Management
Connecticut
$7.24M +$172K +3,194 +2%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$6.59M -$4.8M -89,012 -42%
DBFM
60
Dickmeyer Boyce Financial Management
Indiana
$6.5M +$6.67M +123,701 New
AI
61
Atria Investments
North Carolina
$6.49M -$68K -1,260 -1%
DADC
62
D.A. Davidson & Co
Montana
$6.24M +$58.2K +1,079 +0.9%
MAFA
63
MJT & Associates Financial Advisory
Minnesota
$6.16M -$101K -1,875 -2%
SBH
64
Segall Bryant & Hamill
Illinois
$6.11M
EH
65
Equitable Holdings
New York
$6.08M -$361K -6,692 -5%
MSFS
66
Main Street Financial Solutions
Pennsylvania
$5.97M +$1.75M +32,413 +40%
MWM
67
Modera Wealth Management
New Jersey
$5.8M -$355K -6,583 -6%
FPAS
68
Focus Partners Advisor Solutions
Missouri
$5.35M -$66.9K -1,241 -1%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$5.32M +$92.1K +1,707 +2%
TWC
70
TD Waterhouse Canada
Ontario, Canada
$5.22M -$57.5K -1,066 -1%
RCP
71
Roan Capital Partners
Tennessee
$5.14M +$5.27M +97,778 New
JWA
72
JFS Wealth Advisors
Pennsylvania
$4.96M -$321K -5,956 -6%
PCMF
73
Private Capital Management (Florida)
Florida
$4.84M +$304K +5,632 +7%
FFA
74
Frazier Financial Advisors
Ohio
$4.82M +$49.5K +917 +1%
JWM
75
JPL Wealth Management
Colorado
$4.69M -$36.9K -684 -0.8%