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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$904K +$4.49K +87 +0.5%
SM
52
Sensible Money
Arizona
$770K
ADL
53
Asset Dedication LLC
California
$761K
GWSG
54
GPS Wealth Strategies Group
Colorado
$708K -$103 -2 -0%
IFWM
55
Institute for Wealth Management
Colorado
$681K +$103 +2 +0%
VC
56
Vicus Capital
Pennsylvania
$614K -$18.6K -360 -3%
SC
57
Savant Capital
Illinois
$597K +$619K +12,000 New
APW
58
Aurora Private Wealth
New Jersey
$593K +$1.55K +30 +0.3%
Stifel Financial
59
Stifel Financial
Missouri
$571K -$38.8K -751 -6%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$540K +$47.4K +918 +9%
PSCM
61
Per Stirling Capital Management
Texas
$530K -$52.6K -1,020 -9%
LFWA
62
LBJ Family Wealth Advisors
Texas
$525K +$1.39K +27 +0.3%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$517K +$537K +10,401 New
IA
64
Insight Advisors
Pennsylvania
$484K -$141K -2,726 -22%
CAN
65
Cetera Advisor Networks
California
$479K +$12.2K +237 +3%
CFO
66
CVA Family Office
Colorado
$474K
PA
67
PSI Advisors
Florida
$465K +$41.4K +803 +9%
BPA
68
Beacon Pointe Advisors
California
$429K
SAM
69
S.A. Mason
Michigan
$402K
WANY
70
Wealthspire Advisors (New York)
New York
$382K -$5.16K -100 -1%
CWM
71
Centric Wealth Management
Illinois
$355K +$826 +16 +0.2%
VCM
72
Vigilant Capital Management
Maine
$354K
CAM
73
Cresset Asset Management
Illinois
$347K +$360K +6,975 New
FI
74
Financial Insights
Washington
$345K
Creative Planning
75
Creative Planning
Kansas
$330K