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WisdomTree US MidCap Fund
EZM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Ridge Creek Global
51
Ridge Creek Global
Ohio
USD 1.72 M -USD 10.9 k -150 -0.7%
Crux Wealth Advisors
52
Crux Wealth Advisors
California
USD 1.6 M -USD 59.3 k -819 -4%
Apella Capital
53
Apella Capital
Connecticut
USD 1.57 M – – –
Mather Group
54
Mather Group
Illinois
USD 1.53 M -USD 332 k -4,586 -19%
UBS AM
55
UBS AM
Illinois
USD 1.46 M -USD 4.35 k -60 -0.3%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
USD 1.39 M -USD 210 k -2,900 -14%
Mason Investment Advisory Services
57
Mason Investment Advisory Services
Virginia
USD 1.32 M – – –
Summit Financial
58
Summit Financial
New Jersey
USD 1.23 M -USD 94.3 k -1,301 -7%
RVW Wealth
59
RVW Wealth
California
USD 1.23 M – – –
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
USD 1.11 M – – –
Centric Wealth Management
61
Centric Wealth Management
Illinois
USD 1.06 M +USD 513 k +7,080 +100%
Amplius Wealth Advisors
62
Amplius Wealth Advisors
Pennsylvania
USD 1.01 M -USD 162 k -2,238 -14%
Institute for Wealth Management
63
Institute for Wealth Management
Colorado
USD 947 k – – –
Asset Dedication LLC
64
Asset Dedication LLC
California
USD 907 k – – –
Sensible Money
65
Sensible Money
Arizona
USD 899 k – – –
World Investment Advisors
66
World Investment Advisors
California
USD 844 k – – –
APW
67
Aurora Private Wealth
New Jersey
USD 840 k +USD 4.71 k +65 +0.6%
Pacific Sun Financial
68
Pacific Sun Financial
California
USD 829 k – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
USD 808 k +USD 14.6 k +202 +2%
Western Wealth Management
70
Western Wealth Management
Colorado
USD 790 k -USD 302 k -4,166 -29%
LFWA
71
LBJ Family Wealth Advisors
Texas
USD 790 k +USD 1.81 k +25 +0.2%
Waverly Advisors
72
Waverly Advisors
Alabama
USD 758 k -USD 85.1 k -1,175 -11%
Creative Planning
73
Creative Planning
Kansas
USD 686 k +USD 63.2 k +872 +11%
Per Stirling Capital Management
74
Per Stirling Capital Management
Texas
USD 684 k -USD 42.7 k -589 -6%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
USD 643 k -USD 22.1 k -305 -3%
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