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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
26
Financial Architects (New Jersey)
New Jersey
$889K +$922K +30,480 New
Citigroup
27
Citigroup
New York
$803K -$94.5K -3,126 -10%
PTC
28
Private Trust Company
Ohio
$781K
MFS
29
MSI Financial Services
Massachusetts
$751K +$212K +7,005 +37%
Ameriprise
30
Ameriprise
Minnesota
$714K +$136K +4,503 +23%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$565K -$756K -24,999 -56%
FIM
32
Freedom Investment Management
Connecticut
$540K +$42.6K +1,410 +8%
NFG
33
Next Financial Group
Texas
$534K +$546K +18,045 +6,758%
JP Morgan Chase
34
JP Morgan Chase
New York
$446K +$41.3K +1,365 +10%
ICOA
35
Investment Centers of America
North Dakota
$445K +$207K +6,843 +81%
SWM
36
SVA Wealth Management
Wisconsin
$412K
VFS
37
VSR Financial Services
Kansas
$391K -$68.1K -2,253 -14%
BTS
38
BB&T Securities
Virginia
$369K -$4.54K -150 -1%
BRWA
39
B. Riley Wealth Advisors
Florida
$354K -$272K -9,006 -43%
AI
40
Atria Investments
North Carolina
$327K -$102K -3,372 -23%
FA
41
FDx Advisors
Illinois
$317K +$328K +10,851 New
HFS
42
HL Financial Services
Kentucky
$302K
M&T Bank
43
M&T Bank
New York
$271K +$281K +9,300 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$260K -$2.95M -97,578 -92%
UR
45
USCA RIA
Texas
$244K +$36.3K +1,200 +17%
BBA
46
BLB&B Advisors
Pennsylvania
$232K
CW
47
Cobiz Wealth
Colorado
$219K +$227K +7,515 New
WA
48
WFG Advisors
Texas
$182K +$188K +6,222 New
GSC
49
Ground Swell Capital
South Carolina
$110K +$114K +3,786 New
DADC
50
D.A. Davidson & Co
Montana
$101K +$79.8K +2,640 +315%