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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$371K +$368K +10,513 New
WAM
52
Wealthspire Advisors (Maryland)
Maryland
$370K
SFG
53
StrategIQ Financial Group
Indiana
$353K +$350K +10,002 New
M&T Bank
54
M&T Bank
New York
$328K
RCG
55
Ruggie Capital Group
Florida
$296K
VKH
56
Virtu KCG Holdings
New York
$294K +$292K +8,348 New
CW
57
Cobiz Wealth
Colorado
$289K -$60.1K -1,715 -17%
CA
58
Cornerstone Advisory
Maryland
$287K +$30.1K +860 +12%
S
59
SignatureFD
Georgia
$281K +$279K +7,959 New
BFPW
60
BOK Financial Private Wealth
Colorado
$277K
CAN
61
Cetera Advisor Networks
California
$275K +$273K +7,794 New
SWP
62
Stratos Wealth Partners
Ohio
$251K +$250K +7,125 New
PWAP
63
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$239K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$232K -$10.4K -297 -4%
WA
65
WFG Advisors
Texas
$221K +$52.2K +1,490 +31%
JIC
66
Joel Isaacson & Co
New York
$212K
OWM
67
Orgel Wealth Management
Wisconsin
$207K +$205K +5,860 New
LNC
68
Lincoln National Corp
Pennsylvania
$203K +$201K +5,742 New
BF
69
Blankinship & Foster
California
$203K +$201K +5,753 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$198K -$4.2K -120 -2%
SBL
71
Sargent Bickham Lagudis
Colorado
$152K -$7.46K -213 -5%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$138K
AIM
73
Advantage Investment Management
Iowa
$132K -$2.56M -73,139 -95%
US Bancorp
74
US Bancorp
Minnesota
$106K
CAL
75
Capital Advisors Ltd
Ohio
$79K