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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Carroll Financial Associates
North Carolina
$1.67M +$56.1K +1,412 +4%
AWA
27
Arkadios Wealth Advisors
Georgia
$1.45M +$1.31M +32,947 +9,806%
FHA
28
Flagship Harbor Advisors
Massachusetts
$1.3M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.25M -$55.4K -1,395 -5%
IRC
30
Investors Research Corp
Georgia
$1.15M -$6.79K -171 -0.6%
Ameriprise
31
Ameriprise
Minnesota
$1.11M -$843K -21,231 -45%
Citadel Advisors
32
Citadel Advisors
Florida
$1.1M +$1M +25,210 New
CA
33
Cetera Advisors
Colorado
$1.02M +$43.4K +1,093 +5%
RJA
34
Raymond James & Associates
Florida
$978K -$107K -2,685 -11%
SFG
35
StrategIQ Financial Group
Indiana
$931K -$50.1K -1,261 -6%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$915K
ADL
37
Asset Dedication LLC
California
$876K
HFA
38
HC Financial Advisors
California
$807K -$56.4K -1,421 -7%
Citigroup
39
Citigroup
New York
$804K +$59.6K +1,500 +9%
TAM
40
Townsend Asset Management
North Carolina
$777K -$892K -22,449 -56%
BFS
41
Bradley Foster & Sargent
Connecticut
$749K
OPW
42
Oxler Private Wealth
New York
$744K +$681K +17,141 New
MIAS
43
Mason Investment Advisory Services
Virginia
$741K -$8.82K -222 -1%
VC
44
Vicus Capital
Pennsylvania
$723K -$180K -4,538 -21%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$695K
TF
46
TIAA FSB
Florida
$660K +$603K +15,180 New
SF
47
Synovus Financial
Georgia
$634K -$42.8K -1,077 -7%
IFWM
48
Institute for Wealth Management
Colorado
$594K +$29.7K +748 +6%
SWP
49
Stratos Wealth Partners
Ohio
$587K -$41.6K -1,048 -7%
HIS
50
Harvest Investment Services
Illinois
$585K -$110K -2,770 -17%