We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
51
Ridge Creek Global
Ohio
$1.72M -$10.9K -150 -0.7%
CWA
52
Crux Wealth Advisors
California
$1.6M -$59.3K -819 -4%
AC
53
Apella Capital
Connecticut
$1.57M
MG
54
Mather Group
Illinois
$1.53M -$332K -4,586 -19%
UBS AM
55
UBS AM
Illinois
$1.46M -$4.35K -60 -0.3%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$1.39M -$210K -2,900 -14%
MIAS
57
Mason Investment Advisory Services
Virginia
$1.32M
SF
58
Summit Financial
New Jersey
$1.23M -$94.3K -1,301 -7%
RW
59
RVW Wealth
California
$1.23M
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.11M
CWM
61
Centric Wealth Management
Illinois
$1.06M +$513K +7,080 +100%
AWA
62
Amplius Wealth Advisors
Pennsylvania
$1.01M -$162K -2,238 -14%
IFWM
63
Institute for Wealth Management
Colorado
$947K
ADL
64
Asset Dedication LLC
California
$907K
SM
65
Sensible Money
Arizona
$899K
WIA
66
World Investment Advisors
California
$844K
APW
67
Aurora Private Wealth
New Jersey
$840K +$4.71K +65 +0.6%
PSF
68
Pacific Sun Financial
California
$829K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$808K +$14.6K +202 +2%
WWM
70
Western Wealth Management
Colorado
$790K -$302K -4,166 -29%
LFWA
71
LBJ Family Wealth Advisors
Texas
$790K +$1.81K +25 +0.2%
WA
72
Waverly Advisors
Alabama
$758K -$85.1K -1,175 -11%
Creative Planning
73
Creative Planning
Kansas
$686K +$63.2K +872 +11%
PSCM
74
Per Stirling Capital Management
Texas
$684K -$42.7K -589 -6%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$643K -$22.1K -305 -3%