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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
76
Meristem Family Wealth
Minnesota
$288K – – –
Baird Financial Group
77
Baird Financial Group
Wisconsin
$277K +$83 +2 +0%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$257K +$38.6K +930 +18%
CA
79
Cornerstone Advisory
Maryland
$249K – – –
PWMAG
80
Pinnacle Wealth Management Advisory Group
New Jersey
$244K +$245K +5,900 New
BFPW
81
BOK Financial Private Wealth
Colorado
$239K -$45.3K -1,091 -16%
Buckingham Strategic Wealth
82
Buckingham Strategic Wealth
Missouri
$232K +$233K +5,600 New
WLIM
83
White Lighthouse Investment Management
Massachusetts
$228K -$10.4K -250 -4%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$226K +$3.7K +89 +2%
BOK Financial
85
BOK Financial
Oklahoma
$212K – – –
M&T Bank
86
M&T Bank
New York
$211K -$174K -4,200 -45%
Ancora Advisors
87
Ancora Advisors
Ohio
$211K – – –
Cetera Advisor Networks
88
Cetera Advisor Networks
California
$211K +$211K +5,091 New
JP Morgan Chase
89
JP Morgan Chase
New York
$210K -$238K -5,736 -53%
RFG Advisory
90
RFG Advisory
Alabama
$208K +$208K +5,019 New
Dana Investment Advisors
91
Dana Investment Advisors
Wisconsin
$206K – – –
LC
92
Landaas & Company
Wisconsin
$203K -$7.06K -170 -3%
US Bancorp
93
US Bancorp
Minnesota
$203K +$49K +1,179 +32%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$141K – – –
NFG
95
Next Financial Group
Texas
$128K -$78.5K -1,891 -38%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$124K +$121K +2,921 +3,794%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$92K -$7.64K -184 -8%
CAL
98
Capital Advisors Ltd
Ohio
$74K – – –
VCM
99
Vigilant Capital Management
Maine
$73K – – –
SFM
100
Signet Financial Management
New Jersey
$72K +$23.8K +574 +49%