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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
51
Institute for Wealth Management
Colorado
$666K +$244 +5 +0%
VC
52
Vicus Capital
Pennsylvania
$618K -$55.3K -1,135 -8%
IA
53
Insight Advisors
Pennsylvania
$603K +$606K +12,448 New
Stifel Financial
54
Stifel Financial
Missouri
$594K +$359K +7,365 +152%
APW
55
Aurora Private Wealth
New Jersey
$578K +$2.83K +58 +0.5%
PSCM
56
Per Stirling Capital Management
Texas
$568K +$569K +11,674 New
PSF
57
Pacific Sun Financial
California
$549K
LFWA
58
LBJ Family Wealth Advisors
Texas
$511K +$2.53K +52 +0.5%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$483K +$76.8K +1,576 +19%
KAS
60
Kestra Advisory Services
Texas
$465K -$40.9K -840 -8%
CFO
61
CVA Family Office
Colorado
$463K +$72.3K +1,485 +18%
CAN
62
Cetera Advisor Networks
California
$457K +$458K +9,396 New
BPA
63
Beacon Pointe Advisors
California
$419K +$4.97K +102 +1%
PA
64
PSI Advisors
Florida
$415K -$2.94M -60,400 -88%
PAG
65
Private Advisor Group
New Jersey
$396K -$2.28M -46,746 -52%
SAM
66
S.A. Mason
Michigan
$393K -$97.4K -2,000 -20%
RJT
67
Raymond James Trust
Florida
$391K +$392K +8,051 New
WANY
68
Wealthspire Advisors (New York)
New York
$379K
T
69
TNF
Montana
$353K -$44.2K -908 -12%
CWM
70
Centric Wealth Management
Illinois
$346K +$1.46K +30 +0.4%
VCM
71
Vigilant Capital Management
Maine
$346K
FI
72
Financial Insights
Washington
$337K
Creative Planning
73
Creative Planning
Kansas
$323K
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$315K -$48.7K -1,000 -13%
SIG
75
Sargent Investment Group
Maryland
$315K -$98.6K -2,025 -24%