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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Merit Financial Group
Georgia
$1.39M +$1.37M +20,744 New
FG
52
Foster Group
Iowa
$1.3M +$5.02K +76 +0.4%
BCI
53
Brinker Capital Investments
Pennsylvania
$1.28M +$1.27M +19,166 New
SF
54
Summit Financial
New Jersey
$1.18M -$49.5K -750 -4%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.18M +$12.9K +195 +1%
MIAS
56
Mason Investment Advisory Services
Virginia
$1.16M
RW
57
RVW Wealth
California
$1.08M
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$979K
WIA
59
World Investment Advisors
California
$969K -$2.64K -40 -0.3%
AWA
60
Amplius Wealth Advisors
Pennsylvania
$941K -$77K -1,166 -8%
WWM
61
Western Wealth Management
Colorado
$916K -$13.8K -209 -2%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$895K +$573K +8,672 +184%
IFWM
63
Institute for Wealth Management
Colorado
$834K
SC
64
Savant Capital
Illinois
$802K
ADL
65
Asset Dedication LLC
California
$799K
SM
66
Sensible Money
Arizona
$793K
WA
67
Waverly Advisors
Alabama
$787K -$43.5K -658 -5%
APW
68
Aurora Private Wealth
New Jersey
$736K +$727K +11,015 New
PSF
69
Pacific Sun Financial
California
$728K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$704K +$12.9K +196 +2%
LFWA
71
LBJ Family Wealth Advisors
Texas
$696K -$26.4K -399 -4%
PSCM
72
Per Stirling Capital Management
Texas
$642K +$132 +2 +0%
OPW
73
Oxler Private Wealth
New York
$619K -$64K -969 -9%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$610K +$330 +5 +0.1%
EF
75
Envision Financial
Wisconsin
$604K +$726 +11 +0.1%