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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$559K -$126K -3,173 -20%
Creative Planning
52
Creative Planning
Kansas
$502K +$2.06K +52 +0.5%
APW
53
Aurora Private Wealth
New Jersey
$490K -$198K -4,991 -31%
IFAM
54
Institutional & Family Asset Management
Colorado
$486K +$125K +3,144 +39%
LFWA
55
LBJ Family Wealth Advisors
Texas
$454K +$2.9K +73 +0.7%
TRCT
56
Tower Research Capital (TRC)
New York
$451K -$1.29M -32,566 -76%
NWS
57
Newport Wealth Strategies
California
$444K
NFG
58
Next Financial Group
Texas
$440K +$43K +1,083 +12%
SAM
59
S.A. Mason
Michigan
$438K
MML Investors Services
60
MML Investors Services
Massachusetts
$427K -$31.5K -794 -7%
CWM
61
Centric Wealth Management
Illinois
$424K -$194K -4,893 -33%
EH
62
Equitable Holdings
New York
$420K -$6.32K -159 -2%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$405K +$48.6K +1,224 +15%
MCWS
64
McKinley Carter Wealth Services
West Virginia
$402K +$367K +9,251 New
SIG
65
Sargent Investment Group
Maryland
$378K -$25.6K -645 -7%
SWMG
66
Strategic Wealth Management Group
Maryland
$370K -$2.9K -73 -0.9%
MAM
67
Meeder Asset Management
Ohio
$370K +$338K +8,522 +852,200%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$364K -$79.4K -2,000 -19%
NC
69
NewSquare Capital
Pennsylvania
$340K +$175K +4,395 +128%
WCAMG
70
Woodard & Company Asset Management Group
North Carolina
$331K +$303K +7,626 New
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$323K +$33K +832 +13%
MFW
72
Meristem Family Wealth
Minnesota
$303K
FI
73
Financial Insights
Washington
$301K
QCM
74
Quest Capital Management
Texas
$276K -$16.9K -425 -6%
NA
75
NewEdge Advisors
Louisiana
$260K -$1.89M -47,548 -89%