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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$315K -$466K -16,776 -62%
M&T Bank
52
M&T Bank
New York
$279K – – –
CA
53
Cornerstone Advisory
Maryland
$274K +$31.8K +1,143 +14%
FA
54
FDx Advisors
Illinois
$263K -$2.17K -78 -0.9%
RCG
55
Ruggie Capital Group
Florida
$221K +$205K +7,365 New
SBL
56
Sargent Bickham Lagudis
Colorado
$219K +$203K +7,299 New
PWAP
57
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$218K – – –
WA
58
WFG Advisors
Texas
$190K – – –
JIC
59
Joel Isaacson & Co
New York
$180K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$139K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$117K – – –
US Bancorp
62
US Bancorp
Minnesota
$90K -$50.7K -1,824 -38%
AssetMark Inc
63
AssetMark Inc
California
$77K -$18.2K -654 -20%
CAL
64
Capital Advisors Ltd
Ohio
$67K – – –
WRM
65
Westport Resources Management
Connecticut
$53K – – –
Chicago Partners Investment Group
66
Chicago Partners Investment Group
Illinois
$44K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$36K – – –
Gradient Investments
68
Gradient Investments
Minnesota
$35K -$1.1M -39,528 -97%
VIA
69
Vantage Investment Advisors
Pennsylvania
$7K – – –
BlackRock
70
BlackRock
New York
$6K – – –
Bartlett & Co
71
Bartlett & Co
Ohio
$5K – – –
Geneos Wealth Management
72
Geneos Wealth Management
Colorado
$5K +$5K +180 New
LWM
73
LBA Wealth Management
Florida
$3K – – –
TCOV
74
Trust Company of Vermont
Vermont
$3K – – –
GA
75
Gateway Advisory
New Jersey
– -$7.79M -268,323 Closed