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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
51
Bradley Foster & Sargent
Connecticut
$812K +$834K +21,000 New
Citigroup
52
Citigroup
New York
$784K +$63.7K +1,604 +9%
NWP
53
Northstar Wealth Partners
Connecticut
$775K +$797K +20,047 New
IWM
54
IHT Wealth Management
Illinois
$766K +$15.3K +384 +2%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$745K +$765K +19,251 New
CAM
56
Covenant Asset Management
New Jersey
$718K -$5.52K -139 -0.7%
AEPG
57
American Economic Planning Group
New Jersey
$703K +$104K +2,614 +17%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$686K -$323K -8,134 -31%
AI
59
Atria Investments
North Carolina
$684K +$99.5K +2,503 +16%
APA
60
American Portfolios Advisors
New York
$669K -$45.6K -1,148 -6%
RJA
61
Raymond James & Associates
Florida
$634K +$90.9K +2,287 +16%
TF
62
TIAA FSB
Florida
$615K +$632K +15,905 New
PSF
63
Pacific Sun Financial
California
$586K +$602K +15,146 New
HFA
64
HC Financial Advisors
California
$541K +$24.8K +625 +5%
SWM
65
SeaCrest Wealth Management
New York
$536K +$37.1K +935 +7%
NWS
66
Newport Wealth Strategies
California
$502K
CPIG
67
Chicago Partners Investment Group
Illinois
$469K
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$443K
FAIM
69
Financial Advocates Investment Management
Washington
$386K +$675 +17 +0.2%
CA
70
Cornerstone Advisory
Maryland
$363K -$2.7K -68 -0.7%
M&T Bank
71
M&T Bank
New York
$360K
NFG
72
Next Financial Group
Texas
$344K +$354K +8,900 New
AWA
73
Arete Wealth Advisors
Illinois
$341K +$351K +8,828 New
JP Morgan Chase
74
JP Morgan Chase
New York
$340K +$348K +8,769 +43,845%
LNC
75
Lincoln National Corp
Pennsylvania
$327K -$247K -6,225 -42%