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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$934K -$13.9K -237 -1%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$931K -$173K -2,960 -16%
CAM
53
Cresset Asset Management
Illinois
$806K +$408K +6,975 +100%
OPW
54
Oxler Private Wealth
New York
$789K -$39.4K -674 -5%
IFWM
55
Institute for Wealth Management
Colorado
$739K -$1.7K -29 -0.2%
SM
56
Sensible Money
Arizona
$696K -$201K -3,427 -22%
SC
57
Savant Capital
Illinois
$693K
ADL
58
Asset Dedication LLC
California
$691K -$195K -3,330 -22%
Creative Planning
59
Creative Planning
Kansas
$653K -$1.46K -25 -0.2%
PSF
60
Pacific Sun Financial
California
$647K -$7.02K -120 -1%
APW
61
Aurora Private Wealth
New Jersey
$623K -$75.7K -1,293 -11%
LFWA
62
LBJ Family Wealth Advisors
Texas
$618K +$1.58K +27 +0.3%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$601K +$41.5K +709 +7%
IRC
64
Investors Research Corp
Georgia
$587K -$739K -12,634 -55%
PSCM
65
Per Stirling Capital Management
Texas
$576K -$35.1K -599 -6%
NA
66
NewEdge Advisors
Louisiana
$547K +$48.2K +824 +10%
AAS
67
Avantax Advisory Services
Texas
$537K +$329K +5,621 +153%
PA
68
PSI Advisors
Florida
$479K
CFO
69
CVA Family Office
Colorado
$467K +$2.52K +43 +0.5%
Citadel Advisors
70
Citadel Advisors
Florida
$459K -$997K -17,039 -68%
CWM
71
Centric Wealth Management
Illinois
$446K +$1.17K +20 +0.3%
Stifel Financial
72
Stifel Financial
Missouri
$446K
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$424K +$12.7K +217 +3%
FTUS
74
Flow Traders U.S.
New York
$420K -$125K -2,128 -23%
WANY
75
Wealthspire Advisors (New York)
New York
$416K