We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CSA
176
Cottage Street Advisors
Massachusetts
$443K +$76 +2 +0%
AA
177
Ancora Advisors
Ohio
$417K -$115K -3,023 -23%
NWS
178
Newport Wealth Strategies
California
$411K
UBV
179
United Bank (Virginia)
Virginia
$408K -$393K -10,321 -51%
NWA
180
Navis Wealth Advisors
New York
$404K
CW
181
CreativeOne Wealth
Kansas
$403K -$27K -709 -7%
AIM
182
Aspen Investment Management
Michigan
$396K
Northern Trust
183
Northern Trust
Illinois
$383K -$179K -4,718 -33%
OIA
184
OneDigital Investment Advisors
Kansas
$383K -$28.6K -753 -7%
BA
185
Bridge Advisory
California
$378K +$38 +1 +0%
ADL
186
Asset Dedication LLC
California
$377K +$55.8K +1,466 +19%
Cerity Partners
187
Cerity Partners
New York
$365K +$418 +11 +0.1%
JAG
188
Journey Advisory Group
Kentucky
$364K
HIP
189
HUB Investment Partners
Texas
$362K +$341K +8,962 New
AAS
190
Avantax Advisory Services
Texas
$358K +$70.5K +1,853 +26%
SBL
191
Sargent Bickham Lagudis
Colorado
$357K -$234K -6,163 -41%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$352K +$761 +20 +0.2%
IA
193
IFG Advisory
Georgia
$351K +$4.95K +130 +2%
GIA
194
Gladstone Institutional Advisory
Florida
$339K -$10K -263 -3%
EAM
195
Evanson Asset Management
California
$337K +$723 +19 +0.2%
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$335K -$224K -5,894 -42%
BC
197
Barnett & Company
Tennessee
$334K -$24.3K -639 -7%
IFWM
198
Institute for Wealth Management
Colorado
$330K
DWMG
199
DB Wealth Management Group
California
$324K -$197K -5,180 -39%
IWM
200
IHT Wealth Management
Illinois
$324K +$55.5K +1,460 +22%