We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
201
DB Wealth Management Group
California
$328K -$4.16K -99 -1%
IWM
202
IHT Wealth Management
Illinois
$327K +$9.74K +232 +3%
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$326K +$80.1K +1,909 +32%
MSAM
204
Moloney Securities Asset Management
Missouri
$311K
MA
205
Montag & Associates
Georgia
$302K +$462 +11 +0.2%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$299K +$100K +2,387 +50%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$291K -$16.2K -387 -5%
CAI
208
Capital Advisors Inc
Oklahoma
$290K
RA
209
Rodgers & Associates
Pennsylvania
$290K
TWM
210
Titus Wealth Management
California
$290K +$297K +7,084 New
1IA
211
1834 Investment Advisors
Wisconsin
$285K +$10.5K +250 +4%
GSEP
212
Golden State Equity Partners
California
$282K +$17.4K +414 +6%
FFA
213
Fragasso Financial Advisors
Pennsylvania
$281K +$7.77K +185 +3%
MAFM
214
Mid Atlantic Financial Management
Pennsylvania
$279K +$210 +5 +0.1%
TC
215
TownSquare Capital
Utah
$279K +$31.5K +750 +13%
CIBC World Market
216
CIBC World Market
Ontario, Canada
$268K +$271K +6,464 New
MIM
217
MTM Investment Management
South Carolina
$266K
PCS
218
Personal CFO Solutions
New Jersey
$264K
OC
219
Oakworth Capital
Alabama
$262K
EFS
220
Essex Financial Services
Connecticut
$257K
CA
221
Calton & Associates
Florida
$254K -$153K -3,636 -37%
BFG
222
Berger Financial Group
Minnesota
$253K +$8.4K +200 +3%
IFG
223
Independent Financial Group
California
$252K +$28.7K +683 +13%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$248K -$73.4K -1,749 -23%
CAWM
225
Capital Advisors Wealth Management
Washington
$248K -$3.19K -76 -1%