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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
51
Pacific Sun Financial
California
$547K -$5.16K -150 -0.9%
SF
52
Synovus Financial
Georgia
$535K +$123K +3,573 +30%
SWP
53
Stratos Wealth Partners
Ohio
$498K -$115K -3,352 -19%
NWS
54
Newport Wealth Strategies
California
$448K
IFWM
55
Institute for Wealth Management
Colorado
$442K -$66.1K -1,921 -13%
Creative Planning
56
Creative Planning
Kansas
$393K +$99.8K +2,901 +34%
MML Investors Services
57
MML Investors Services
Massachusetts
$363K -$58.1K -1,690 -14%
LWANC
58
Laurel Wealth Advisors (North Carolina)
North Carolina
$355K -$17.2K -500 -5%
LFWA
59
LBJ Family Wealth Advisors
Texas
$355K +$1.48K +43 +0.4%
SAM
60
S.A. Mason
Michigan
$345K
EH
61
Equitable Holdings
New York
$336K +$3.2K +93 +1%
LFG
62
LifePlan Financial Group
Ohio
$325K -$2.82K -82 -0.9%
SIG
63
Sargent Investment Group
Maryland
$320K -$74.7K -2,170 -19%
NFG
64
Next Financial Group
Texas
$309K +$8.7K +253 +3%
SWMG
65
Strategic Wealth Management Group
Maryland
$294K +$295K +8,585 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$277K -$269K -7,820 -49%
IFAM
67
Institutional & Family Asset Management
Colorado
$275K +$277K +8,047 New
FANJ
68
Financial Architects (New Jersey)
New Jersey
$253K -$728K -21,173 -74%
MFW
69
Meristem Family Wealth
Minnesota
$238K
FI
70
Financial Insights
Washington
$237K +$238K +6,912 +28,800%
QCM
71
Quest Capital Management
Texas
$232K -$4.23K -123 -2%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$225K +$275 +8 +0.1%
AWA
73
Arete Wealth Advisors
Illinois
$213K -$42.9K -1,248 -17%
CF
74
Centaurus Financial
California
$168K -$471K -13,702 -74%
SPIA
75
Steward Partners Investment Advisory
New York
$123K