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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.15M -$187K -2,699 -4%
TWM
27
TopTier Wealth Management
Wisconsin
$4.09M -$2.21K -32 -0.1%
SA
28
Sylvest Advisors
Texas
$3.82M +$544K +7,863 +16%
Ameriprise
29
Ameriprise
Minnesota
$3.65M +$450K +6,509 +14%
GPWA
30
Great Point Wealth Advisors
Massachusetts
$3.28M -$61.9K -895 -2%
NC
31
NewSquare Capital
Pennsylvania
$3.18M +$140K +2,025 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.15M -$1.18K -17 -0%
CANC
33
Culbertson A N & Co
Virginia
$3.07M -$5.88K -85 -0.2%
RCP
34
Roan Capital Partners
Tennessee
$2.96M +$3.04M +44,028 New
CTC
35
Central Trust Company
Missouri
$2.92M +$562K +8,129 +23%
LWM
36
Lionshead Wealth Management
New York
$2.86M -$57.3K -829 -2%
OIA
37
OneDigital Investment Advisors
Kansas
$2.7M +$2.77M +40,116 New
EH
38
Equitable Holdings
New York
$2.64M -$3.72M -53,789 -58%
GIA
39
GHP Investment Advisors
Colorado
$2.59M -$31.8K -460 -1%
LW
40
Lauer Wealth
Indiana
$2.57M +$32.1K +464 +1%
Osaic Holdings
41
Osaic Holdings
Arizona
$2.32M +$280K +4,050 +13%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$2.18M +$166K +2,401 +8%
Citadel Advisors
43
Citadel Advisors
Florida
$2.05M +$2.11M +30,490 New
Corient Private Wealth
44
Corient Private Wealth
Florida
$2.05M
LSA
45
L & S Advisors
California
$2.01M +$42.3K +612 +2%
MG
46
Mather Group
Illinois
$1.66M -$10.2K -148 -0.6%
FHA
47
Flagship Harbor Advisors
Massachusetts
$1.66M +$69 +1 +0%
KAS
48
Kestra Advisory Services
Texas
$1.65M +$259K +3,744 +18%
RCG
49
Ridge Creek Global
Ohio
$1.53M -$2.77K -40 -0.2%
AC
50
Apella Capital
Connecticut
$1.51M