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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFG
51
Team Financial Group
California
$904K +$948K +17,810 New
SM
52
Sensible Money
Arizona
$785K
ADL
53
Asset Dedication LLC
California
$776K
OPW
54
Oxler Private Wealth
New York
$764K -$27.7K -520 -3%
HWP
55
Hibernia Wealth Partners
Louisiana
$752K +$789K +14,813 New
Citadel Advisors
56
Citadel Advisors
Florida
$749K +$351K +6,593 +81%
GWSG
57
GPS Wealth Strategies Group
Colorado
$726K -$40.7K -764 -5%
IFWM
58
Institute for Wealth Management
Colorado
$695K +$160 +3 +0%
APW
59
Aurora Private Wealth
New Jersey
$609K +$2.24K +42 +0.4%
SC
60
Savant Capital
Illinois
$609K
CAN
61
Cetera Advisor Networks
California
$599K +$90K +1,690 +17%
PSF
62
Pacific Sun Financial
California
$567K -$7.99K -150 -1%
LFWA
63
LBJ Family Wealth Advisors
Texas
$538K +$1.54K +29 +0.3%
PSCM
64
Per Stirling Capital Management
Texas
$536K +$106 +2 +0%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$502K -$52K -977 -9%
VC
66
Vicus Capital
Pennsylvania
$489K -$86.8K -1,631 -14%
CFO
67
CVA Family Office
Colorado
$483K
BPA
68
Beacon Pointe Advisors
California
$438K
PA
69
PSI Advisors
Florida
$433K -$18.6K -349 -4%
SAM
70
S.A. Mason
Michigan
$410K
WANY
71
Wealthspire Advisors (New York)
New York
$365K -$20.3K -381 -5%
CWM
72
Centric Wealth Management
Illinois
$363K +$1.12K +21 +0.3%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$356K +$373K +7,015 New
CAM
74
Cresset Asset Management
Illinois
$354K
SWP
75
Stratos Wealth Partners
Ohio
$345K -$7.61K -143 -2%