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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RW
51
RVW Wealth
California
$1.01M -$73.3K -1,245 -7%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$952K -$47.1K -800 -5%
Citadel Advisors
53
Citadel Advisors
Florida
$944K +$300K +5,097 +50%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$905K
WIA
55
World Investment Advisors
California
$888K -$126K -2,145 -13%
WWM
56
Western Wealth Management
Colorado
$857K -$144K -2,451 -15%
IFWM
57
Institute for Wealth Management
Colorado
$790K
WA
58
Waverly Advisors
Alabama
$780K -$131K -2,217 -15%
EF
59
Envision Financial
Wisconsin
$766K +$706 +12 +0.1%
SC
60
Savant Capital
Illinois
$741K
ADL
61
Asset Dedication LLC
California
$739K
SM
62
Sensible Money
Arizona
$733K -$10.6K -180 -1%
PSF
63
Pacific Sun Financial
California
$677K
APW
64
Aurora Private Wealth
New Jersey
$675K +$2.65K +45 +0.4%
LFWA
65
LBJ Family Wealth Advisors
Texas
$667K +$2K +34 +0.3%
OPW
66
Oxler Private Wealth
New York
$659K -$36.7K -623 -6%
PSCM
67
Per Stirling Capital Management
Texas
$601K -$13.7K -232 -2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$594K -$8.3K -141 -1%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$563K -$37.1K -631 -7%
Creative Planning
70
Creative Planning
Kansas
$541K +$7.65K +130 +2%
CPA
71
Cathy Pareto & Associates
Florida
$506K -$93.9K -1,595 -16%
PA
72
PSI Advisors
Florida
$474K
SIG
73
Sargent Investment Group
Maryland
$474K -$13.5K -230 -3%
CFO
74
CVA Family Office
Colorado
$449K +$59 +1 +0%
CWM
75
Centric Wealth Management
Illinois
$437K -$16K -272 -4%