We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
176
Key Financial Inc
Pennsylvania
$364K
RA
177
RFG Advisory
Alabama
$351K +$488K +14,509 New
TCBWMS
178
Texas Capital Bank Wealth Management Services
Texas
$349K -$1.1M -32,693 -69%
MC
179
Moors & Cabot
Massachusetts
$345K -$98.6K -2,928 -17%
SMG
180
Smart Money Group
Texas
$335K -$1.09M -32,351 -70%
S
181
Surevest
California
$316K -$2.95M -87,658 -87%
FHC
182
First Heartland Consultants
Missouri
$316K -$235K -6,972 -35%
AA
183
Ancora Advisors
Ohio
$310K -$437K -12,984 -50%
WWM
184
Western Wealth Management
Colorado
$310K +$45.9K +1,364 +12%
SAM
185
SignalPoint Asset Management
Missouri
$308K +$62.3K +1,852 +17%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$306K
1IA
187
1834 Investment Advisors
Wisconsin
$300K +$86.8K +2,580 +26%
SFG
188
Sowa Financial Group
Rhode Island
$293K -$200K -5,934 -33%
WCM
189
Wisconsin Capital Management
Wisconsin
$291K
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$290K +$45K +1,336 +13%
CA
191
Calton & Associates
Florida
$288K +$50.7K +1,506 +14%
SFS
192
Sowell Financial Services
Arkansas
$284K -$115K -3,416 -23%
GIA
193
Gladstone Institutional Advisory
Florida
$279K -$21.7K -645 -5%
ONST
194
Old North State Trust
North Carolina
$276K -$1.51K -45 -0.4%
LWS
195
Lucia Wealth Services
California
$275K -$40.4K -1,200 -10%
IWC
196
Integrated Wealth Concepts
Massachusetts
$268K +$107K +3,174 +40%
C1AG
197
Client 1st Advisory Group
Florida
$264K -$548K -16,272 -60%
Cerity Partners
198
Cerity Partners
New York
$261K -$144K -4,288 -28%
MOS
199
MGO One Seven
Ohio
$259K -$90.1K -2,678 -20%
BPA
200
Beacon Pointe Advisors
California
$254K +$356K +10,574 New