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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
51
HC Financial Advisors
California
$1.03M +$572K +15,228 +103%
GRP
52
Global Retirement Partners
California
$1.01M +$37.6K +1,000 +3%
CW
53
CreativeOne Wealth
Kansas
$1M +$1.1M +29,278 New
Stifel Financial
54
Stifel Financial
Missouri
$994K -$49.6K -1,320 -4%
CA
55
Cetera Advisors
Colorado
$987K +$8.16K +217 +0.8%
PA
56
Pinnacle Associates
New York
$857K +$663K +17,645 +241%
AI
57
Atria Investments
North Carolina
$833K -$8.65K -230 -0.9%
RCG
58
Ruggie Capital Group
Florida
$803K -$557K -14,826 -39%
CAM
59
Covenant Asset Management
New Jersey
$795K
PWMAG
60
Pinnacle Wealth Management Advisory Group
New Jersey
$794K +$648K +17,245 +292%
VC
61
Vicus Capital
Pennsylvania
$773K +$7.33K +195 +0.9%
BTS
62
BB&T Securities
Virginia
$754K -$86.6K -2,304 -9%
AIC
63
Ameritas Investment Company
Nebraska
$749K +$821K +21,839 New
AEPG
64
American Economic Planning Group
New Jersey
$747K +$9.77K +260 +1%
CA
65
Continuum Advisory
Idaho
$714K +$783K +20,829 New
OC
66
Oppenheimer & Co
New York
$683K +$749K +19,915 New
BFS
67
Bradley Foster & Sargent
Connecticut
$680K -$44.4K -1,180 -6%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$656K -$56.3K -1,497 -7%
SWP
69
Stratos Wealth Partners
Ohio
$603K +$149K +3,975 +29%
RJA
70
Raymond James & Associates
Florida
$553K -$3.82M -101,568 -86%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$541K -$102K -2,715 -15%
TF
72
TIAA FSB
Florida
$514K
CWM
73
Centric Wealth Management
Illinois
$510K +$559K +14,861 New
IFWM
74
Institute for Wealth Management
Colorado
$505K +$3.61K +96 +0.7%
FI
75
Financial Insights
Washington
$504K +$492K +13,086 New