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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$620K -$33.6K -701 -5%
SF
52
Synovus Financial
Georgia
$607K -$127K -2,641 -18%
APW
53
Aurora Private Wealth
New Jersey
$574K
IFAM
54
Institutional & Family Asset Management
Colorado
$570K
EH
55
Equitable Holdings
New York
$546K +$49.9K +1,040 +11%
Stifel Financial
56
Stifel Financial
Missouri
$546K +$514K +10,717 New
LFWA
57
LBJ Family Wealth Advisors
Texas
$532K +$240 +5 +0%
SAM
58
S.A. Mason
Michigan
$513K
NFG
59
Next Financial Group
Texas
$505K -$10.5K -219 -2%
MML Investors Services
60
MML Investors Services
Massachusetts
$501K +$768 +16 +0.2%
CWM
61
Centric Wealth Management
Illinois
$496K -$1.2K -25 -0.3%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$458K -$12.5K -260 -3%
MAM
63
Meeder Asset Management
Ohio
$455K +$19.7K +411 +5%
NC
64
NewSquare Capital
Pennsylvania
$446K +$44.6K +930 +12%
SIG
65
Sargent Investment Group
Maryland
$443K
NWS
66
Newport Wealth Strategies
California
$439K -$209K -4,350 -34%
CA
67
Cetera Advisors
Colorado
$431K -$723K -15,074 -64%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$427K
SWMG
69
Strategic Wealth Management Group
Maryland
$413K -$19.5K -407 -5%
WANY
70
Wealthspire Advisors (New York)
New York
$413K +$389K +8,105 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$398K -$72.3K -1,507 -16%
WCAMG
72
Woodard & Company Asset Management Group
North Carolina
$389K +$240 +5 +0.1%
VCM
73
Vigilant Capital Management
Maine
$363K +$342K +7,122 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$361K -$2.59M -53,923 -88%
MFW
75
Meristem Family Wealth
Minnesota
$355K