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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
XS
51
XR Securities
Illinois
$526K +$492K +16,157 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$519K -$309K -10,131 -39%
IFWM
53
Institute for Wealth Management
Colorado
$484K +$10.5K +344 +2%
NWS
54
Newport Wealth Strategies
California
$423K
MML Investors Services
55
MML Investors Services
Massachusetts
$401K -$192K -6,306 -34%
SF
56
Synovus Financial
Georgia
$393K +$102K +3,354 +39%
SWM
57
SeaCrest Wealth Management
New York
$371K -$54.4K -1,784 -14%
Jane Street
58
Jane Street
New York
$369K -$906K -29,730 -72%
SIG
59
Sargent Investment Group
Maryland
$369K -$97.8K -3,210 -22%
CWM
60
Centric Wealth Management
Illinois
$368K -$102K -3,349 -23%
LWANC
61
Laurel Wealth Advisors (North Carolina)
North Carolina
$355K -$61K -2,000 -16%
IDA
62
Intelligence Driven Advisers
California
$339K -$368K -12,088 -54%
LFWA
63
LBJ Family Wealth Advisors
Texas
$337K +$1.13K +37 +0.4%
SAM
64
S.A. Mason
Michigan
$328K
EH
65
Equitable Holdings
New York
$317K -$48.1K -1,577 -14%
LFG
66
LifePlan Financial Group
Ohio
$312K +$35.9K +1,177 +14%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$288K +$269K +8,832 New
NFG
68
Next Financial Group
Texas
$287K +$5.3K +174 +2%
Creative Planning
69
Creative Planning
Kansas
$280K +$262K +8,606 New
AWA
70
Arete Wealth Advisors
Illinois
$238K +$223K +7,318 New
MFW
71
Meristem Family Wealth
Minnesota
$227K +$213K +6,975 New
FI
72
Financial Insights
Washington
$226K -$284K -9,327 -100%
QCM
73
Quest Capital Management
Texas
$225K -$58.1K -1,907 -22%
PWAP
74
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$220K +$206K +6,751 New
JP Morgan Chase
75
JP Morgan Chase
New York
$218K