We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.4M +$255K +6,603 +23%
CW
52
CreativeOne Wealth
Kansas
$1.4M +$240K +6,221 +21%
SFG
53
StrategIQ Financial Group
Indiana
$1.35M -$32.8K -848 -2%
GRP
54
Global Retirement Partners
California
$1.19M +$27.1K +700 +2%
CFD
55
Creative Financial Designs
Indiana
$1.16M -$660K -17,071 -37%
HFA
56
HC Financial Advisors
California
$1.14M -$33.4K -865 -3%
PA
57
Pinnacle Associates
New York
$1.08M +$93.7K +2,425 +10%
PWMAG
58
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M +$93.7K +2,425 +10%
AEPG
59
American Economic Planning Group
New Jersey
$959K +$101K +2,616 +12%
Jane Street
60
Jane Street
New York
$849K +$834K +21,590 New
BTS
61
BB&T Securities
Virginia
$829K -$35.4K -916 -4%
VC
62
Vicus Capital
Pennsylvania
$760K -$125K -3,225 -14%
SWP
63
Stratos Wealth Partners
Ohio
$715K +$23.1K +597 +3%
BFS
64
Bradley Foster & Sargent
Connecticut
$678K -$99.7K -2,580 -13%
IFWM
65
Institute for Wealth Management
Colorado
$677K +$95.7K +2,476 +17%
RJA
66
Raymond James & Associates
Florida
$665K +$29.6K +767 +5%
MIAS
67
Mason Investment Advisory Services
Virginia
$651K +$640K +16,547 New
CWM
68
Cornerstone Wealth Management
Missouri
$649K +$148K +3,819 New
CAM
69
Covenant Asset Management
New Jersey
$609K -$144K -3,735 -19%
TF
70
TIAA FSB
Florida
$604K +$13.5K +350 +2%
CWM
71
Centric Wealth Management
Illinois
$585K
SWM
72
SeaCrest Wealth Management
New York
$545K
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$523K
NWS
74
Newport Wealth Strategies
California
$520K
FI
75
Financial Insights
Washington
$519K -$16.9K -437 -3%