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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$735K +$158K +2,999 +27%
VC
52
Vicus Capital
Pennsylvania
$733K -$15K -285 -2%
MIAS
53
Mason Investment Advisory Services
Virginia
$721K +$3.89K +74 +0.5%
IFWM
54
Institute for Wealth Management
Colorado
$712K +$263 +5 +0%
Stifel Financial
55
Stifel Financial
Missouri
$706K +$57.6K +1,095 +9%
HIS
56
Harvest Investment Services
Illinois
$700K +$4.32K +82 +0.6%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$692K -$1.31M -24,815 -65%
Creative Planning
58
Creative Planning
Kansas
$622K +$343K +6,509 +119%
NFG
59
Next Financial Group
Texas
$605K +$39.4K +749 +7%
PSF
60
Pacific Sun Financial
California
$605K +$612K +11,630 New
APW
61
Aurora Private Wealth
New Jersey
$602K +$609K +11,566 New
T
62
TNF
Montana
$583K +$560K +10,650 New
LFWA
63
LBJ Family Wealth Advisors
Texas
$549K
NC
64
NewSquare Capital
Pennsylvania
$546K +$46.8K +890 +9%
SAM
65
S.A. Mason
Michigan
$524K
MML Investors Services
66
MML Investors Services
Massachusetts
$520K +$3.53K +67 +0.7%
MAM
67
Meeder Asset Management
Ohio
$517K
Bank of New York Mellon
68
Bank of New York Mellon
New York
$476K -$3.65M -69,369 -88%
MCWS
69
McKinley Carter Wealth Services
West Virginia
$460K -$5.63K -107 -1%
Betterment LLC
70
Betterment LLC
New York
$451K +$457K +8,679 New
CWM
71
Centric Wealth Management
Illinois
$450K -$58K -1,103 -11%
NWS
72
Newport Wealth Strategies
California
$449K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$448K +$14.1K +267 +3%
SIG
74
Sargent Investment Group
Maryland
$442K
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$436K