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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
51
Institute for Wealth Management
Colorado
$629K +$203 +4 +0%
APW
52
Aurora Private Wealth
New Jersey
$541K +$2.43K +48 +0.4%
PSF
53
Pacific Sun Financial
California
$523K
AWA
54
Arkadios Wealth Advisors
Georgia
$512K -$250K -4,935 -31%
LFWA
55
LBJ Family Wealth Advisors
Texas
$479K +$2.03K +40 +0.4%
SAM
56
S.A. Mason
Michigan
$463K
KAS
57
Kestra Advisory Services
Texas
$462K -$3.45K -68 -0.7%
PPW
58
Pinnacle Private Wealth
Massachusetts
$445K -$95K -1,875 -16%
FTUS
59
Flow Traders U.S.
New York
$442K +$488K +9,619 New
MML Investors Services
60
MML Investors Services
Massachusetts
$439K +$17.3K +342 +4%
OFS
61
OneAscent Financial Services
Alabama
$398K +$439K +8,665 New
MAM
62
Meeder Asset Management
Ohio
$397K -$43.7K -862 -9%
CWM
63
Centric Wealth Management
Illinois
$397K -$2.43K -48 -0.6%
BPA
64
Beacon Pointe Advisors
California
$392K
SIG
65
Sargent Investment Group
Maryland
$391K
LWANC
66
Laurel Wealth Advisors (North Carolina)
North Carolina
$381K -$5.07K -100 -1%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$378K -$25.2K -497 -6%
WANY
68
Wealthspire Advisors (New York)
New York
$358K
T
69
TNF
Montana
$356K -$148K -2,912 -28%
VCM
70
Vigilant Capital Management
Maine
$327K
CAM
71
Cresset Asset Management
Illinois
$321K +$354K +6,975 New
FI
72
Financial Insights
Washington
$319K
GWSG
73
GPS Wealth Strategies Group
Colorado
$311K -$625K -12,324 -65%
Citigroup
74
Citigroup
New York
$299K +$21.5K +425 +7%
TSWM
75
Tyler-Stone Wealth Management
Ohio
$296K +$18.2K +360 +6%