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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Apella Capital
Connecticut
$1.26M
RW
52
RVW Wealth
California
$1.18M -$62.5K -1,089 -5%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$1.16M -$6.49K -113 -0.6%
MIAS
54
Mason Investment Advisory Services
Virginia
$1.06M -$234K -4,075 -19%
WWM
55
Western Wealth Management
Colorado
$1.02M +$14.7K +256 +2%
WA
56
Waverly Advisors
Alabama
$1M +$942K +16,396 New
SM
57
Sensible Money
Arizona
$944K
ADL
58
Asset Dedication LLC
California
$933K
OPW
59
Oxler Private Wealth
New York
$874K -$17.9K -312 -2%
IFWM
60
Institute for Wealth Management
Colorado
$782K -$51.2K -891 -6%
SC
61
Savant Capital
Illinois
$732K
APW
62
Aurora Private Wealth
New Jersey
$732K +$2.01K +35 +0.3%
HWP
63
Hibernia Wealth Partners
Louisiana
$700K +$1.21K +21 +0.2%
Creative Planning
64
Creative Planning
Kansas
$691K +$272K +4,739 +72%
PSF
65
Pacific Sun Financial
California
$691K
Jane Street
66
Jane Street
New York
$655K +$616K +10,731 New
LFWA
67
LBJ Family Wealth Advisors
Texas
$650K +$1.38K +24 +0.2%
PSCM
68
Per Stirling Capital Management
Texas
$644K +$115 +2 +0%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$591K -$12.3K -214 -2%
FTUS
70
Flow Traders U.S.
New York
$574K -$417K -7,265 -44%
NA
71
NewEdge Advisors
Louisiana
$527K +$488K +8,491 +5,661%
BPA
72
Beacon Pointe Advisors
California
$526K
PA
73
PSI Advisors
Florida
$506K -$14.4K -250 -3%
CFO
74
CVA Family Office
Colorado
$491K -$85.2K -1,484 -16%
Stifel Financial
75
Stifel Financial
Missouri
$471K +$30.3K +527 +7%