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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.15M +$128K +1,985 +13%
RW
52
RVW Wealth
California
$1.07M -$9.56K -148 -0.9%
AWA
53
Amplius Wealth Advisors
Pennsylvania
$1.01M +$555K +8,600 +129%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$966K
WIA
55
World Investment Advisors
California
$959K +$11K +171 +1%
WWM
56
Western Wealth Management
Colorado
$917K +$3.42K +53 +0.4%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$897K +$879K +13,615 New
IFWM
58
Institute for Wealth Management
Colorado
$823K -$19.4K -300 -2%
WA
59
Waverly Advisors
Alabama
$820K -$12.8K -198 -2%
SC
60
Savant Capital
Illinois
$791K
ADL
61
Asset Dedication LLC
California
$788K
SM
62
Sensible Money
Arizona
$782K
PSF
63
Pacific Sun Financial
California
$718K -$3.88K -60 -0.5%
LFWA
64
LBJ Family Wealth Advisors
Texas
$713K +$1.87K +29 +0.3%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$682K +$47.1K +729 +8%
OPW
66
Oxler Private Wealth
New York
$675K -$28.2K -437 -4%
PSCM
67
Per Stirling Capital Management
Texas
$633K -$8.46K -131 -1%
EF
68
Envision Financial
Wisconsin
$596K -$217K -3,359 -27%
Creative Planning
69
Creative Planning
Kansas
$581K +$2.97K +46 +0.5%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$580K +$323 +5 +0.1%
CPA
71
Cathy Pareto & Associates
Florida
$541K +$1.42K +22 +0.3%
PA
72
PSI Advisors
Florida
$506K
CFO
73
CVA Family Office
Colorado
$482K +$2.58K +40 +0.6%
CAM
74
Cresset Asset Management
Illinois
$460K
TFG
75
Team Financial Group
California
$457K -$4.84K -75 -1%