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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$252K +$43K +1,121 +21%
JIC
77
Joel Isaacson & Co
New York
$238K
SS
78
Sunbelt Securities
Texas
$230K -$12.7K -330 -5%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$210K
LC
80
Landaas & Company
Wisconsin
$204K +$192 +5 +0.1%
SWP
81
Stratos Wealth Partners
Ohio
$191K +$184K +4,804 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$161K +$38 +1 +0%
SBL
83
Sargent Bickham Lagudis
Colorado
$149K
US Bancorp
84
US Bancorp
Minnesota
$148K +$27.8K +725 +24%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$135K
EWM
86
Evercore Wealth Management
New York
$106K
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$81K +$230 +6 +0.3%
CAL
88
Capital Advisors Ltd
Ohio
$71K -$38.4K -1,000 -36%
AWA
89
Acorn Wealth Advisors
Michigan
$63K +$59.9K +1,561 New
WTB
90
Washington Trust Bank
Washington
$63K +$60.7K +1,582 New
IP
91
Intellectus Partners
California
$45K
GFP
92
Gryphon Financial Partners
Ohio
$40K +$38.4K +1,000 New
AIM
93
Advantage Investment Management
Iowa
$27K -$25.8K -673 -50%
FAAS
94
First Allied Advisory Services
California
$25K +$24K +624 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K +$16.4K +428 New
PCA
96
Providence Capital Advisors
North Carolina
$15K +$14.4K +375 New
MOS
97
MGO One Seven
Ohio
$15K +$15K +390 New
KF
98
Krilogy Financial
Missouri
$14K +$38 +1 +0.3%
1IA
99
1834 Investment Advisors
Wisconsin
$13K +$12.3K +321 New
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$12K +$38 +1 +0.3%