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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
51
Crux Wealth Advisors
California
$1.47M -$179K -2,592 -11%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.43M -$406K -5,865 -22%
UBS AM
53
UBS AM
Illinois
$1.3M +$1.29M +18,655 +2,584%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.28M -$4.42K -64 -0.3%
SF
55
Summit Financial
New Jersey
$1.18M -$5.74K -83 -0.5%
MFG
56
Merit Financial Group
Georgia
$1.18M -$219K -3,170 -15%
MIAS
57
Mason Investment Advisory Services
Virginia
$1.17M
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.16M -$21K -304 -2%
RW
59
RVW Wealth
California
$1.09M
AWA
60
Amplius Wealth Advisors
Pennsylvania
$1.05M +$106K +1,536 +11%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$985K
WWM
62
Western Wealth Management
Colorado
$981K +$61.1K +883 +6%
SC
63
Savant Capital
Illinois
$936K +$133K +1,918 +16%
WIA
64
World Investment Advisors
California
$844K -$135K -1,953 -13%
IFWM
65
Institute for Wealth Management
Colorado
$840K
ADL
66
Asset Dedication LLC
California
$804K
SM
67
Sensible Money
Arizona
$798K
WA
68
Waverly Advisors
Alabama
$752K -$41.3K -598 -5%
APW
69
Aurora Private Wealth
New Jersey
$736K
PSF
70
Pacific Sun Financial
California
$736K +$3.46K +50 +0.5%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$703K -$5.53K -80 -0.8%
LFWA
72
LBJ Family Wealth Advisors
Texas
$684K +$1.45K +21 +0.2%
PSCM
73
Per Stirling Capital Management
Texas
$646K +$138 +2 +0%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$631K -$277K -4,004 -30%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$601K +$1.59K +23 +0.3%