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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$973K -$6K -96 -0.6%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$967K +$5.25K +84 +0.5%
WA
53
Waverly Advisors
Alabama
$885K -$30.4K -487 -3%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$874K
IFWM
55
Institute for Wealth Management
Colorado
$762K
EF
56
Envision Financial
Wisconsin
$738K -$78.9K -1,263 -9%
SM
57
Sensible Money
Arizona
$718K
SC
58
Savant Capital
Illinois
$715K -$28.1K -450 -4%
ADL
59
Asset Dedication LLC
California
$713K
OPW
60
Oxler Private Wealth
New York
$673K +$2.06K +33 +0.3%
PSF
61
Pacific Sun Financial
California
$653K -$15.3K -245 -2%
APW
62
Aurora Private Wealth
New Jersey
$649K +$2.12K +34 +0.3%
LFWA
63
LBJ Family Wealth Advisors
Texas
$641K +$1.56K +25 +0.2%
Citadel Advisors
64
Citadel Advisors
Florida
$607K +$636K +10,186 New
PSCM
65
Per Stirling Capital Management
Texas
$594K +$125 +2 +0%
CPA
66
Cathy Pareto & Associates
Florida
$583K -$65.3K -1,046 -10%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$582K +$16.3K +261 +3%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$565K +$34K +545 +6%
Jane Street
69
Jane Street
New York
$515K +$286K +4,572 +113%
Creative Planning
70
Creative Planning
Kansas
$514K -$129K -2,062 -19%
TFG
71
Team Financial Group
California
$501K -$281K -4,499 -35%
BAM
72
Belpointe Asset Management
Nevada
$492K +$516K +8,258 New
SIG
73
Sargent Investment Group
Maryland
$465K
Stifel Financial
74
Stifel Financial
Missouri
$461K -$5.31K -85 -1%
PA
75
PSI Advisors
Florida
$457K -$24.4K -390 -5%