We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
176
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M -$109K -2,375 -10%
Goldman Sachs
177
Goldman Sachs
New York
$1.06M +$503K +10,967 +101%
DWM
178
Denver Wealth Management
Colorado
$1.05M -$9.22K -201 -0.9%
IWM
179
IHT Wealth Management
Illinois
$1.05M +$8.48K +185 +0.9%
JWBC
180
John W. Brooker & Co
California
$1.05M +$92 +2 +0%
WP
181
WealthShield Partners
North Carolina
$1.04M -$134K -2,923 -12%
CWM
182
Collaborative Wealth Management
Florida
$1.04M -$47.9K -1,045 -5%
NC
183
NewSquare Capital
Pennsylvania
$1.03M +$233K +5,080 +31%
KWM
184
Kaydan Wealth Management
Michigan
$1.02M -$10.5K -228 -1%
GFP
185
Gryphon Financial Partners
Ohio
$1.01M -$64.5K -1,406 -6%
O3W
186
Omni 360 Wealth
New Jersey
$1M +$171K +3,725 +22%
SPIA
187
Steward Partners Investment Advisory
New York
$1M +$19.7K +430 +2%
AAS
188
Avantax Advisory Services
Texas
$967K -$89.6K -1,953 -9%
WA
189
Waverly Advisors
Alabama
$965K +$908K +19,794 New
LSAG
190
Lake Street Advisors Group
New Hampshire
$951K
TNBTD
191
Trustmark National Bank Trust Department
Mississippi
$937K +$12.5K +273 +1%
MLA
192
My Legacy Advisors
Oregon
$917K -$117K -2,546 -12%
EWA
193
Exencial Wealth Advisors
Oklahoma
$911K -$17.7K -385 -2%
RW
194
Rockport Wealth
Ohio
$903K +$854K +18,631 New
GIA
195
Gladstone Institutional Advisory
Florida
$899K -$132K -2,879 -14%
CPC
196
Consolidated Planning Corp
Georgia
$886K -$108K -2,362 -12%
OWA
197
Octavia Wealth Advisors
Ohio
$875K +$13.8K +301 +2%
AGA
198
Arkos Global Advisors
Texas
$858K -$3.03K -66 -0.4%
FFN
199
Focus Financial Network
Minnesota
$857K +$7.06K +154 +0.8%
VC
200
Vicus Capital
Pennsylvania
$849K -$1.97K -43 -0.2%