We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
201
Meristem Family Wealth
Minnesota
$469K
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
$463K +$399K +9,133 +695%
GIA
203
Gladstone Institutional Advisory
Florida
$462K +$79.4K +1,820 +21%
Goldman Sachs
204
Goldman Sachs
New York
$457K -$284K -6,500 -39%
AA
205
Ancora Advisors
Ohio
$457K
GWM
206
Geneos Wealth Management
Colorado
$447K -$30.2K -693 -6%
NWA
207
Navis Wealth Advisors
New York
$444K
WWM
208
Western Wealth Management
Colorado
$442K +$435K +9,967 New
AIM
209
Aspen Investment Management
Michigan
$434K
BA
210
Bridge Advisory
California
$411K +$87 +2 +0%
DAS
211
Dynamic Advisor Solutions
Arizona
$406K -$100K -2,301 -20%
WAM
212
Weinberger Asset Management
California
$405K +$399K +9,134 New
Cerity Partners
213
Cerity Partners
New York
$403K +$1.09K +25 +0.3%
Vontobel Holding
214
Vontobel Holding
Switzerland
$401K -$48K -1,100 -11%
JAG
215
Journey Advisory Group
Kentucky
$399K
CDIA
216
Capital Directions Investment Advisors
Georgia
$399K +$393K +9,000 New
HIP
217
HUB Investment Partners
Texas
$395K
Renaissance Technologies
218
Renaissance Technologies
New York
$395K +$388K +8,900 New
HIS
219
Harvest Investment Services
Illinois
$388K -$1.55M -35,581 -80%
IFWM
220
Institute for Wealth Management
Colorado
$388K -$873 -20 -0.2%
IA
221
IFG Advisory
Georgia
$379K -$6.11K -140 -2%
EAM
222
Evanson Asset Management
California
$378K +$2.84K +65 +0.8%
TWM
223
Titus Wealth Management
California
$376K +$60.4K +1,384 +20%
GSWM
224
Golden State Wealth Management
California
$373K +$367K +8,415 New
ONB
225
Old National Bancorp
Indiana
$369K