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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UR
51
USCA RIA
Texas
$504K -$7.09K -200 -1%
IFWM
52
Institute for Wealth Management
Colorado
$489K +$484K +13,646 New
PTC
53
Private Trust Company
Ohio
$482K +$88.7K +2,502 +23%
AEPG
54
American Economic Planning Group
New Jersey
$448K +$53.1K +1,497 +14%
AI
55
Atria Investments
North Carolina
$434K +$57K +1,608 +15%
WAM
56
Wealthspire Advisors (Maryland)
Maryland
$376K
FA
57
FDx Advisors
Illinois
$363K +$359K +10,131 New
M&T Bank
58
M&T Bank
New York
$333K
RCG
59
Ruggie Capital Group
Florida
$305K
S
60
SignatureFD
Georgia
$285K
BFPW
61
BOK Financial Private Wealth
Colorado
$281K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$274K +$38.5K +1,085 +17%
SWP
63
Stratos Wealth Partners
Ohio
$255K
PWAP
64
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$248K +$4.47K +126 +2%
OWM
65
Orgel Wealth Management
Wisconsin
$239K +$28.6K +808 +14%
WA
66
WFG Advisors
Texas
$222K -$2.91K -82 -1%
JIC
67
Joel Isaacson & Co
New York
$215K
IA
68
IFP Advisors
Florida
$195K -$661K -18,647 -77%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$145K -$55.9K -1,576 -28%
SBL
70
Sargent Bickham Lagudis
Colorado
$143K -$10.4K -294 -7%
US Bancorp
71
US Bancorp
Minnesota
$107K
CAL
72
Capital Advisors Ltd
Ohio
$100K +$19.9K +560 +25%
AIM
73
Advantage Investment Management
Iowa
$69K -$64.2K -1,812 -48%
Creative Planning
74
Creative Planning
Kansas
$56K +$3.62K +102 +7%
SF
75
Synovus Financial
Georgia
$47K +$46.8K +1,320 New