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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RW
51
RVW Wealth
California
$1.1M
MIAS
52
Mason Investment Advisory Services
Virginia
$1.09M
WWM
53
Western Wealth Management
Colorado
$1.04M +$6.18K +103 +0.6%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$998K -$6.36K -106 -0.7%
WA
55
Waverly Advisors
Alabama
$968K -$38.3K -638 -4%
CAM
56
Cresset Asset Management
Illinois
$870K
OPW
57
Oxler Private Wealth
New York
$822K -$27.5K -459 -3%
IFWM
58
Institute for Wealth Management
Colorado
$797K
SM
59
Sensible Money
Arizona
$751K
SC
60
Savant Capital
Illinois
$748K
ADL
61
Asset Dedication LLC
California
$746K
Creative Planning
62
Creative Planning
Kansas
$705K
PSF
63
Pacific Sun Financial
California
$698K
HWP
64
Hibernia Wealth Partners
Louisiana
$691K +$664K +11,078 New
APW
65
Aurora Private Wealth
New Jersey
$674K +$1.92K +32 +0.3%
LFWA
66
LBJ Family Wealth Advisors
Texas
$668K +$1.38K +23 +0.2%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$647K -$1.32K -22 -0.2%
PSCM
68
Per Stirling Capital Management
Texas
$621K +$120 +2 +0%
AAS
69
Avantax Advisory Services
Texas
$588K +$7.5K +125 +1%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$523K +$62.5K +1,043 +14%
PA
71
PSI Advisors
Florida
$517K
NA
72
NewEdge Advisors
Louisiana
$510K -$77.5K -1,292 -14%
CWM
73
Centric Wealth Management
Illinois
$478K +$1.02K +17 +0.2%
Stifel Financial
74
Stifel Financial
Missouri
$475K -$6K -100 -1%
CFO
75
CVA Family Office
Colorado
$451K -$51K -850 -11%