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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OPW
51
Oxler Private Wealth
New York
$825K -$1.13M -22,712 -59%
SM
52
Sensible Money
Arizona
$819K
ADL
53
Asset Dedication LLC
California
$810K
GWSG
54
GPS Wealth Strategies Group
Colorado
$798K +$41.5K +837 +6%
IFWM
55
Institute for Wealth Management
Colorado
$725K +$149 +3 +0%
Stifel Financial
56
Stifel Financial
Missouri
$638K +$28.3K +570 +5%
SC
57
Savant Capital
Illinois
$635K
APW
58
Aurora Private Wealth
New Jersey
$633K +$2.13K +43 +0.4%
VC
59
Vicus Capital
Pennsylvania
$596K -$53.6K -1,081 -9%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$576K +$1.24K +25 +0.2%
PSF
61
Pacific Sun Financial
California
$563K +$562K +11,320 New
LFWA
62
LBJ Family Wealth Advisors
Texas
$560K +$1.44K +29 +0.3%
PSCM
63
Per Stirling Capital Management
Texas
$559K -$4.86K -98 -0.9%
CAN
64
Cetera Advisor Networks
California
$536K +$24K +483 +5%
CFO
65
CVA Family Office
Colorado
$504K
PA
66
PSI Advisors
Florida
$471K -$22.5K -454 -5%
BPA
67
Beacon Pointe Advisors
California
$457K
Citadel Advisors
68
Citadel Advisors
Florida
$432K -$2.2M -44,285 -84%
SAM
69
S.A. Mason
Michigan
$402K
WANY
70
Wealthspire Advisors (New York)
New York
$401K -$5.61K -113 -1%
CWM
71
Centric Wealth Management
Illinois
$379K -$496 -10 -0.1%
VCM
72
Vigilant Capital Management
Maine
$377K
CAM
73
Cresset Asset Management
Illinois
$369K
SWP
74
Stratos Wealth Partners
Ohio
$368K +$345K +6,948 New
FI
75
Financial Insights
Washington
$367K