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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Cahill Financial Advisors
Minnesota
$2.99M +$92.8K +2,024 +3%
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.8M
JWM
103
JPL Wealth Management
Colorado
$2.79M +$596K +12,991 +29%
SWM
104
Silverlake Wealth Management
Vermont
$2.64M -$107K -2,332 -4%
GI
105
GLOBALT Investments
Georgia
$2.61M -$140K -3,057 -5%
RFA
106
Resurgent Financial Advisors
Georgia
$2.55M +$1.33M +29,039 +125%
BPA
107
Beacon Pointe Advisors
California
$2.54M +$112K +2,447 +5%
MG
108
Mather Group
Illinois
$2.53M -$138K -3,004 -5%
AWM
109
Apollon Wealth Management
South Carolina
$2.52M +$34.2K +745 +1%
VA
110
Vident Advisory
Georgia
$2.51M
PCG
111
Prosperity Consulting Group
Maryland
$2.46M +$2.32M +50,495 New
WB
112
West Bancorporation
Iowa
$2.46M -$813K -17,739 -26%
Citadel Advisors
113
Citadel Advisors
Florida
$2.42M -$2.02M -44,064 -47%
PAG
114
Powers Advisory Group
Illinois
$2.37M +$24.9K +544 +1%
APCM
115
Alaska Permanent Capital Management
Alaska
$2.31M +$142K +3,102 +7%
CWA
116
Centennial Wealth Advisory
Michigan
$2.3M +$87.2K +1,901 +4%
EA
117
Eudaimonia Advisors
Tennessee
$2.22M +$12.4K +271 +0.6%
MFG
118
Merit Financial Group
Georgia
$2.18M +$57.4K +1,251 +3%
HCP
119
Holt Capital Partners
Texas
$2.15M
FNB
120
Farmers National Bank
Kentucky
$2.14M +$241K +5,265 +14%
RWA
121
Rooted Wealth Advisors
Illinois
$2.11M -$354K -7,716 -15%
SAM
122
Smartleaf Asset Management
Massachusetts
$2.03M +$469K +10,221 +32%
WDL
123
Well Done LLC
Michigan
$2.01M +$138 +3 +0%
FFA
124
Founders Financial Alliance
North Carolina
$1.99M +$1.83M +39,883 +3,910%
CPIG
125
Chicago Partners Investment Group
Illinois
$1.93M -$50K -1,090 -3%