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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$1.03M -$13.1K -204 -1%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.01M -$104K -1,623 -9%
WA
53
Waverly Advisors
Alabama
$959K -$11.7K -183 -1%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$916K -$86.5K -1,350 -8%
EF
55
Envision Financial
Wisconsin
$853K +$874K +13,645 New
WANY
56
Wealthspire Advisors (New York)
New York
$825K +$404K +6,310 +92%
TFG
57
Team Financial Group
California
$806K -$343K -5,354 -29%
IFWM
58
Institute for Wealth Management
Colorado
$800K
SC
59
Savant Capital
Illinois
$778K +$28.8K +450 +4%
SM
60
Sensible Money
Arizona
$753K
AAS
61
Avantax Advisory Services
Texas
$750K +$165K +2,573 +27%
ADL
62
Asset Dedication LLC
California
$748K
OPW
63
Oxler Private Wealth
New York
$704K -$123K -1,920 -15%
PSF
64
Pacific Sun Financial
California
$700K
APW
65
Aurora Private Wealth
New Jersey
$679K +$2.31K +36 +0.3%
CPA
66
Cathy Pareto & Associates
Florida
$677K +$694K +10,827 New
LFWA
67
LBJ Family Wealth Advisors
Texas
$671K +$1.73K +27 +0.3%
Creative Planning
68
Creative Planning
Kansas
$668K -$39.1K -611 -5%
PSCM
69
Per Stirling Capital Management
Texas
$623K +$128 +2 +0%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$594K -$56.3K -879 -8%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$558K +$34.9K +545 +7%
PA
72
PSI Advisors
Florida
$504K -$14.6K -228 -3%
NA
73
NewEdge Advisors
Louisiana
$497K -$14.7K -230 -3%
Stifel Financial
74
Stifel Financial
Missouri
$489K +$13.8K +215 +3%
SIG
75
Sargent Investment Group
Maryland
$485K +$135K +2,100 +37%