We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
51
Bradley Foster & Sargent
Connecticut
$844K
PAG
52
Private Advisor Group
New Jersey
$836K -$682K -17,181 -45%
AEPG
53
American Economic Planning Group
New Jersey
$817K +$85.8K +2,162 +12%
AI
54
Atria Investments
North Carolina
$813K +$102K +2,558 +14%
Jane Street
55
Jane Street
New York
$777K -$2.12M -53,514 -73%
CAM
56
Covenant Asset Management
New Jersey
$762K +$16.3K +410 +2%
PSF
57
Pacific Sun Financial
California
$629K
Citigroup
58
Citigroup
New York
$618K -$194K -4,900 -24%
TF
59
TIAA FSB
Florida
$603K -$35.9K -905 -6%
IFWM
60
Institute for Wealth Management
Colorado
$587K +$581K +14,648 New
APA
61
American Portfolios Advisors
New York
$579K -$115K -2,890 -17%
HFA
62
HC Financial Advisors
California
$573K +$10.7K +270 +2%
SWM
63
SeaCrest Wealth Management
New York
$556K
SWM
64
SVA Wealth Management
Wisconsin
$551K -$357K -9,000 -40%
NWS
65
Newport Wealth Strategies
California
$521K
CPIG
66
Chicago Partners Investment Group
Illinois
$471K -$16.5K -415 -3%
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$460K
JP Morgan Chase
68
JP Morgan Chase
New York
$435K +$80.7K +2,034 +23%
SWP
69
Stratos Wealth Partners
Ohio
$432K +$197K +4,975 +86%
FAIM
70
Financial Advocates Investment Management
Washington
$402K +$1.23K +31 +0.3%
M&T Bank
71
M&T Bank
New York
$374K
LNC
72
Lincoln National Corp
Pennsylvania
$353K +$12.9K +326 +4%
AWA
73
Arete Wealth Advisors
Illinois
$351K -$3.93K -99 -1%
SPIA
74
Steward Partners Investment Advisory
New York
$350K +$346K +8,721 New
PTC
75
Private Trust Company
Ohio
$306K -$14.8K -372 -5%