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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
51
Asset Dedication LLC
California
$533K +$746K +20,163 New
SWP
52
Stratos Wealth Partners
Ohio
$495K -$213K -5,759 -24%
MML Investors Services
53
MML Investors Services
Massachusetts
$492K -$211K -5,705 -23%
PA
54
Pinnacle Associates
New York
$491K -$343K -9,285 -33%
AAS
55
Avantax Advisory Services
Texas
$467K -$85.7K -2,317 -12%
BFS
56
Bradley Foster & Sargent
Connecticut
$455K
PWMAG
57
Pinnacle Wealth Management Advisory Group
New Jersey
$443K -$337K -9,120 -35%
TSS
58
Two Sigma Securities
New York
$443K +$620K +16,772 New
MIAS
59
Mason Investment Advisory Services
Virginia
$433K -$14.3K -386 -2%
APW
60
Aurora Private Wealth
New Jersey
$429K -$31.3K -846 -5%
PSF
61
Pacific Sun Financial
California
$427K -$1.85K -50 -0.3%
SIG
62
Sargent Investment Group
Maryland
$389K -$122K -3,285 -18%
IFWM
63
Institute for Wealth Management
Colorado
$383K -$34.1K -922 -6%
RJA
64
Raymond James & Associates
Florida
$374K -$136K -3,673 -21%
NWS
65
Newport Wealth Strategies
California
$371K
Stifel Financial
66
Stifel Financial
Missouri
$368K -$892K -24,106 -63%
Renaissance Technologies
67
Renaissance Technologies
New York
$359K +$503K +13,600 New
SWM
68
SeaCrest Wealth Management
New York
$348K -$16.2K -437 -3%
LWANC
69
Laurel Wealth Advisors (North Carolina)
North Carolina
$340K
HIS
70
Harvest Investment Services
Illinois
$321K -$298K -8,043 -40%
EH
71
Equitable Holdings
New York
$299K -$17.5K -473 -4%
HWM
72
Howard Wealth Management
Connecticut
$292K -$40K -1,080 -9%
CPIG
73
Chicago Partners Investment Group
Illinois
$281K
WAM
74
Wealthspire Advisors (Maryland)
Maryland
$277K
WANY
75
Wealthspire Advisors (New York)
New York
$277K +$388K +10,500 New