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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MIAS
51
Mason Investment Advisory Services
Virginia
$723K -$173K -3,260 -19%
IFWM
52
Institute for Wealth Management
Colorado
$717K +$106 +2 +0%
HIS
53
Harvest Investment Services
Illinois
$701K +$17.4K +329 +3%
Stifel Financial
54
Stifel Financial
Missouri
$653K +$93K +1,756 +16%
EH
55
Equitable Holdings
New York
$653K +$93.3K +1,761 +16%
Citigroup
56
Citigroup
New York
$652K -$320K -6,041 -33%
RVPG
57
Relative Value Partners Group
$636K +$299K +5,652 +87%
KAS
58
Kestra Advisory Services
Texas
$583K -$54.7K -1,033 -8%
NFG
59
Next Financial Group
Texas
$570K +$50.8K +960 +10%
LFWA
60
LBJ Family Wealth Advisors
Texas
$550K +$1.64K +31 +0.3%
SAM
61
S.A. Mason
Michigan
$528K
MAM
62
Meeder Asset Management
Ohio
$521K +$53.4K +1,009 +11%
MML Investors Services
63
MML Investors Services
Massachusetts
$520K +$4.87K +92 +0.9%
CWM
64
Centric Wealth Management
Illinois
$511K +$1.38K +26 +0.3%
NC
65
NewSquare Capital
Pennsylvania
$503K +$44.8K +845 +10%
MCWS
66
McKinley Carter Wealth Services
West Virginia
$468K -$2.6K -49 -0.5%
NWS
67
Newport Wealth Strategies
California
$452K
SIG
68
Sargent Investment Group
Maryland
$445K -$10.6K -200 -2%
LWANC
69
Laurel Wealth Advisors (North Carolina)
North Carolina
$439K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$436K +$27.2K +513 +7%
CA
71
Cetera Advisors
Colorado
$417K -$26.4K -499 -6%
SWMG
72
Strategic Wealth Management Group
Maryland
$405K -$19.6K -370 -5%
VCM
73
Vigilant Capital Management
Maine
$373K
Northern Trust
74
Northern Trust
Illinois
$367K +$371K +7,000 New
MFW
75
Meristem Family Wealth
Minnesota
$365K