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
$1.6M +$33.5K +822 +2%
AF
52
Advisornet Financial
Minnesota
$1.51M +$234K +5,749 +19%
UWM
53
USAdvisors Wealth Management
Minnesota
$1.22M +$1.18M +28,892 New
SFG
54
StrategIQ Financial Group
Indiana
$1.21M -$69.7K -1,713 -6%
PA
55
Pinnacle Associates
New York
$1.17M -$42.1K -1,035 -4%
GRP
56
Global Retirement Partners
California
$1.13M -$50.9K -1,250 -4%
PWMAG
57
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M -$48.8K -1,200 -4%
HFA
58
HC Financial Advisors
California
$1.08M -$27.8K -682 -3%
Goldman Sachs
59
Goldman Sachs
New York
$1.05M -$3.88M -95,450 -79%
SWP
60
Stratos Wealth Partners
Ohio
$1.03M +$74.3K +1,825 +8%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.02M -$103K -2,537 -9%
CA
62
Cetera Advisors
Colorado
$1.01M -$10.5K -258 -1%
CFD
63
Creative Financial Designs
Indiana
$894K -$117K -2,872 -12%
HIS
64
Harvest Investment Services
Illinois
$851K +$357K +8,768 +77%
AAS
65
Avantax Advisory Services
Texas
$840K +$811K +19,917 New
QWM
66
Quaker Wealth Management
New Jersey
$775K +$749K +18,413 New
SIG
67
Sargent Investment Group
Maryland
$758K -$171K -4,200 -19%
RJA
68
Raymond James & Associates
Florida
$751K +$31.1K +764 +4%
BFS
69
Bradley Foster & Sargent
Connecticut
$726K
VC
70
Vicus Capital
Pennsylvania
$722K -$24.2K -594 -3%
APW
71
Aurora Private Wealth
New Jersey
$720K +$696K +17,099 New
MIAS
72
Mason Investment Advisory Services
Virginia
$706K +$2.89K +71 +0.4%
LFG
73
LifePlan Financial Group
Ohio
$701K +$3.26K +80 +0.5%
PSF
74
Pacific Sun Financial
California
$682K
IFWM
75
Institute for Wealth Management
Colorado
$649K -$15K -369 -2%