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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ICOA
26
Investment Centers of America
North Dakota
$1.02M +$391K +12,534 +65%
AIG
27
American International Group
New York
$1.02M -$7.78M -249,297 -89%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$935K +$9.17K +294 +1%
MFS
29
MSI Financial Services
Massachusetts
$935K +$108K +3,450 +13%
VFA
30
Voya Financial Advisors
Connecticut
$889K +$859K +27,534 New
PTC
31
Private Trust Company
Ohio
$835K -$24.9K -798 -3%
SWM
32
SVA Wealth Management
Wisconsin
$830K +$363K +11,625 +82%
Citigroup
33
Citigroup
New York
$815K -$16.3K -522 -2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$807K -$430K -13,785 -35%
BTS
35
BB&T Securities
Virginia
$696K +$204K +6,537 +43%
JP Morgan Chase
36
JP Morgan Chase
New York
$554K +$25K +801 +5%
CW
37
Cobiz Wealth
Colorado
$548K +$126K +4,041 +31%
DADC
38
D.A. Davidson & Co
Montana
$535K +$140K +4,482 +37%
FA
39
FDx Advisors
Illinois
$531K +$515K +16,500 New
AI
40
Atria Investments
North Carolina
$520K +$12.8K +411 +3%
NFG
41
Next Financial Group
Texas
$520K +$46.6K +1,494 +10%
FIM
42
Freedom Investment Management
Connecticut
$476K -$110K -3,537 -19%
CWM
43
Concert Wealth Management
California
$451K -$38.3K -1,227 -3%
UR
44
USCA RIA
Texas
$342K
BRWA
45
B. Riley Wealth Advisors
Florida
$323K -$160K -5,142 -34%
M&T Bank
46
M&T Bank
New York
$299K
RDM
47
Retirement Design & Management
Connecticut
$268K
SWP
48
Stratos Wealth Partners
Ohio
$232K +$223K +7,158 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$224K +$171K +5,484 +377%
CAN
50
Cetera Advisor Networks
California
$208K +$203K +6,507 New