We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
151
Pinnacle Wealth Management Advisory Group
New Jersey
$365K +$363K +11,187 New
MBT
152
Montecito Bank & Trust
California
$351K -$99.8K -3,081 -22%
1GA
153
1st Global Advisors
Texas
$348K +$91.8K +2,832 +36%
GLA
154
Great Lakes Advisors
Illinois
$342K -$18.5K -570 -5%
EFS
155
Essex Financial Services
Connecticut
$332K
GWM
156
Geneos Wealth Management
Colorado
$319K -$17.4K -537 -5%
OC
157
Oppenheimer & Co
New York
$314K -$92.5K -2,853 -23%
CCP
158
Corient Capital Partners
California
$314K
HCA
159
Harbour Capital Advisors
Virginia
$293K -$14.6K -450 -5%
BCAM
160
Boston Common Asset Management
Massachusetts
$293K +$292K +9,000 New
IFWM
161
Institute for Wealth Management
Colorado
$291K +$291K +8,970 New
CBU
162
CIBC Bank USA
Illinois
$289K
VC
163
Vicus Capital
Pennsylvania
$286K +$19.9K +615 +8%
Brown Advisory
164
Brown Advisory
Maryland
$279K +$74K +2,283 +36%
Citigroup
165
Citigroup
New York
$271K -$3.5K -108 -1%
OC
166
Oakworth Capital
Alabama
$271K
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270K +$17.9K +552 +7%
GA
168
Geneva Advisors
Illinois
$254K -$2.53K -78 -1%
BBPWM
169
Blue Bell Private Wealth Management
Pennsylvania
$244K -$19.4K -600 -7%
SCM
170
SOL Capital Management
Maryland
$244K
VA
171
Valmark Advisers
Ohio
$234K +$3.6K +111 +2%
PFPT
172
Pinnacle Financial Partners (Tennessee)
Tennessee
$230K +$228K +7,044 New
US Bancorp
173
US Bancorp
Minnesota
$228K
AIP
174
Ahrens Investment Partners
Louisiana
$223K +$221K +6,834 New
KIA
175
KCM Investment Advisors
California
$215K +$97 +3 +0%