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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VC
51
Vicus Capital
Pennsylvania
$924K -$4.28K -103 -0.5%
AEPG
52
American Economic Planning Group
New Jersey
$890K +$49K +1,179 +6%
BFS
53
Bradley Foster & Sargent
Connecticut
$869K
Bank of New York Mellon
54
Bank of New York Mellon
New York
$853K +$609K +14,670 +246%
CAM
55
Covenant Asset Management
New Jersey
$795K +$10K +242 +1%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$765K +$762K +18,354 +12,486%
Citigroup
57
Citigroup
New York
$724K +$88.2K +2,123 +14%
TF
58
TIAA FSB
Florida
$620K
HFA
59
HC Financial Advisors
California
$609K +$18.9K +454 +3%
IFWM
60
Institute for Wealth Management
Colorado
$603K -$374 -9 -0.1%
SWM
61
SeaCrest Wealth Management
New York
$573K
SWM
62
SVA Wealth Management
Wisconsin
$567K
SWP
63
Stratos Wealth Partners
Ohio
$562K +$119K +2,854 +27%
NWS
64
Newport Wealth Strategies
California
$488K
WAM
65
Wealthspire Advisors (Maryland)
Maryland
$473K
CPIG
66
Chicago Partners Investment Group
Illinois
$431K
APA
67
American Portfolios Advisors
New York
$425K -$172K -4,148 -29%
FAIM
68
Financial Advocates Investment Management
Washington
$415K +$1.37K +33 +0.3%
IA
69
IFP Advisors
Florida
$410K +$134K +3,226 +48%
AWA
70
Arete Wealth Advisors
Illinois
$365K +$3.78K +91 +1%
Jane Street
71
Jane Street
New York
$361K -$441K -10,613 -55%
SPIA
72
Steward Partners Investment Advisory
New York
$331K -$29.6K -714 -8%
PTC
73
Private Trust Company
Ohio
$315K
PWAP
74
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$308K
PA
75
Pinnacle Associates
New York
$303K +$51.5K +1,240 +20%