We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OC
201
Oakworth Capital
Alabama
$263K +$69 +2 +0%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$260K +$11.8K +344 +4%
RWM
203
Raffa Wealth Management
District of Columbia
$254K +$1.1K +32 +0.4%
EAM
204
Evanson Asset Management
California
$249K +$2.78K +81 +1%
IWM
205
IHT Wealth Management
Illinois
$243K -$114K -3,328 -30%
LWS
206
Lucia Wealth Services
California
$240K +$34.3K +1,000 +15%
SCM
207
SOL Capital Management
Maryland
$237K
FIM
208
Fernwood Investment Management
Massachusetts
$235K +$29.8K +870 +13%
BWP
209
Bernardo Wealth Planning
Pennsylvania
$234K +$254K +7,413 New
PFPT
210
Pinnacle Financial Partners (Tennessee)
Tennessee
$229K -$79.5K -2,319 -24%
BBPWM
211
Blue Bell Private Wealth Management
Pennsylvania
$228K
FHC
212
First Heartland Consultants
Missouri
$228K +$247K +7,202 New
1IA
213
1834 Investment Advisors
Wisconsin
$226K +$16.9K +492 +7%
MAFM
214
Mid Atlantic Financial Management
Pennsylvania
$226K +$245K +7,145 New
Mariner
215
Mariner
Kansas
$225K -$135K -3,946 -36%
TF
216
Trek Financial
Arizona
$224K +$243K +7,075 New
MA
217
MUFG Americas
New York
$223K +$204K +5,946 +541%
CAI
218
Capital Advisors Inc
Oklahoma
$221K -$3.59M -104,823 -94%
Brown Advisory
219
Brown Advisory
Maryland
$205K -$190K -5,552 -46%
WMA
220
Wealth Management Associates
New Jersey
$205K +$222K +6,476 New
WCM
221
WealthBridge Capital Management
Ohio
$201K +$218K +6,369 New
WP
222
WealthShield Partners
North Carolina
$172K +$137 +4 +0.1%
ADL
223
Asset Dedication LLC
California
$158K
FNBOSM
224
First National Bank of South Miami
Florida
$153K +$150K +4,360 New
MA
225
MCF Advisors
Kentucky
$150K -$76.6K -2,234 -32%