We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Apella Capital
Connecticut
$1.17M +$1.08M +20,925 New
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.1M -$86.6K -1,676 -8%
FTUS
53
Flow Traders U.S.
New York
$956K +$595K +11,506 +223%
WWM
54
Western Wealth Management
Colorado
$944K +$850K +16,447 New
SFG
55
StrategIQ Financial Group
Indiana
$942K -$84.4K -1,632 -9%
SM
56
Sensible Money
Arizona
$888K
ADL
57
Asset Dedication LLC
California
$878K
OPW
58
Oxler Private Wealth
New York
$840K -$22.2K -430 -3%
IFWM
59
Institute for Wealth Management
Colorado
$787K +$207 +4 +0%
APW
60
Aurora Private Wealth
New Jersey
$691K +$2.38K +46 +0.4%
SC
61
Savant Capital
Illinois
$689K
HWP
62
Hibernia Wealth Partners
Louisiana
$657K -$174K -3,359 -23%
PSF
63
Pacific Sun Financial
California
$650K +$7.75K +150 +1%
LFWA
64
LBJ Family Wealth Advisors
Texas
$610K +$1.6K +31 +0.3%
PSCM
65
Per Stirling Capital Management
Texas
$606K +$103 +2 +0%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$568K +$258 +5 +0.1%
CFO
67
CVA Family Office
Colorado
$547K
BPA
68
Beacon Pointe Advisors
California
$495K
PA
69
PSI Advisors
Florida
$490K
SAM
70
S.A. Mason
Michigan
$464K
VC
71
Vicus Capital
Pennsylvania
$434K -$107K -2,063 -21%
WANY
72
Wealthspire Advisors (New York)
New York
$413K
Stifel Financial
73
Stifel Financial
Missouri
$412K +$81.5K +1,576 +28%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$403K
CAM
75
Cresset Asset Management
Illinois
$400K