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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$772K +$8.52K +155 +1%
IFWM
52
Institute for Wealth Management
Colorado
$770K +$110 +2 +0%
VC
53
Vicus Capital
Pennsylvania
$737K -$24K -437 -3%
PPW
54
Pinnacle Private Wealth
Massachusetts
$673K +$657K +11,955 New
Creative Planning
55
Creative Planning
Kansas
$664K -$9.79K -178 -1%
NFG
56
Next Financial Group
Texas
$661K +$6.27K +114 +1%
APW
57
Aurora Private Wealth
New Jersey
$658K +$7.15K +130 +1%
GWSG
58
GPS Wealth Strategies Group
Colorado
$648K +$633K +11,519 New
FTUS
59
Flow Traders U.S.
New York
$646K -$957K -17,412 -60%
PSF
60
Pacific Sun Financial
California
$640K -$13.7K -250 -2%
KAS
61
Kestra Advisory Services
Texas
$604K -$187K -3,399 -24%
LFWA
62
LBJ Family Wealth Advisors
Texas
$595K +$4.62K +84 +0.8%
BCM
63
Brookstone Capital Management
Illinois
$586K +$574K +10,438 New
T
64
TNF
Montana
$578K -$22.7K -412 -4%
RF
65
Resolute Financial
Massachusetts
$572K +$559K +10,160 New
SAM
66
S.A. Mason
Michigan
$567K
MAM
67
Meeder Asset Management
Ohio
$553K -$6.71K -122 -1%
MML Investors Services
68
MML Investors Services
Massachusetts
$537K -$24.7K -449 -4%
CWM
69
Centric Wealth Management
Illinois
$488K +$715 +13 +0.2%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$485K +$220 +4 +0%
SIG
71
Sargent Investment Group
Maryland
$478K
LWANC
72
Laurel Wealth Advisors (North Carolina)
North Carolina
$472K
Citigroup
73
Citigroup
New York
$425K
WANY
74
Wealthspire Advisors (New York)
New York
$416K
VCM
75
Vigilant Capital Management
Maine
$401K