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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TF
26
Theory Financial
Colorado
$4.93M -$807K -12,215 -15%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.3M -$454K -6,882 -10%
TWM
28
TopTier Wealth Management
Wisconsin
$4.07M +$4.02M +60,916 New
GPWA
29
Great Point Wealth Advisors
Massachusetts
$3.32M -$530K -8,030 -14%
SA
30
Sylvest Advisors
Texas
$3.28M +$321K +4,858 +11%
Ameriprise
31
Ameriprise
Minnesota
$3.2M +$414K +6,266 +15%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.13M -$1.27M -19,240 -29%
CANC
33
Culbertson A N & Co
Virginia
$3.05M -$42.9K -650 -1%
NC
34
NewSquare Capital
Pennsylvania
$3.02M +$294K +4,456 +11%
LWM
35
Lionshead Wealth Management
New York
$2.9M -$157K -2,372 -5%
WWM
36
Westwood Wealth Management
California
$2.9M +$2.86M +43,341 New
GIA
37
GHP Investment Advisors
Colorado
$2.61M -$20.5K -311 -0.8%
LW
38
Lauer Wealth
Indiana
$2.52M -$12.6K -191 -0.5%
CTC
39
Central Trust Company
Missouri
$2.36M +$240K +3,629 +11%
Osaic Holdings
40
Osaic Holdings
Arizona
$2.03M +$240K +3,636 +14%
Corient Private Wealth
41
Corient Private Wealth
Florida
$2.03M +$54K +817 +3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$2.01M +$1.09M +16,449 +121%
LSA
43
L & S Advisors
California
$1.96M -$14.5K -219 -0.7%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.81M -$216K -3,264 -11%
MG
45
Mather Group
Illinois
$1.66M -$2.11K -32 -0.1%
FHA
46
Flagship Harbor Advisors
Massachusetts
$1.65M -$39.6K -599 -2%
CWA
47
Crux Wealth Advisors
California
$1.64M -$402K -6,080 -20%
RCG
48
Ridge Creek Global
Ohio
$1.53M +$1.51M +22,866 New
AC
49
Apella Capital
Connecticut
$1.4M
KAS
50
Kestra Advisory Services
Texas
$1.39M +$80.6K +1,221 +6%