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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SeaCrest Wealth Management
New York
$475K
SWM
77
SVA Wealth Management
Wisconsin
$470K
NWS
78
Newport Wealth Strategies
California
$468K
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$456K +$499K +13,284 New
Citigroup
80
Citigroup
New York
$451K -$163K -4,340 -25%
GIA
81
GHP Investment Advisors
Colorado
$415K +$456K +12,117 New
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$360K -$35.5K -945 -8%
CPIG
83
Chicago Partners Investment Group
Illinois
$356K -$76.7K -2,040 -17%
LFWA
84
LBJ Family Wealth Advisors
Texas
$346K +$380K +10,098 New
FAIM
85
Financial Advocates Investment Management
Washington
$322K -$24.2K -644 -6%
M&T Bank
86
M&T Bank
New York
$319K +$158K +4,200 +82%
IA
87
IFP Advisors
Florida
$311K -$28.9K -768 -8%
PTC
88
Private Trust Company
Ohio
$297K +$39.1K +1,039 +14%
NFG
89
Next Financial Group
Texas
$292K +$204K +5,416 +175%
AWA
90
Arete Wealth Advisors
Illinois
$271K -$34.4K -914 -10%
HIS
91
Harvest Investment Services
Illinois
$259K +$256K +6,815 New
PWAP
92
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$256K
WMA
93
Wealth Management Associates
New Jersey
$251K +$275K +7,313 New
SFS
94
Sowell Financial Services
Arkansas
$247K +$271K +7,200 New
JP Morgan Chase
95
JP Morgan Chase
New York
$243K +$75K +1,995 +39%
MFW
96
Meristem Family Wealth
Minnesota
$239K
Baird Financial Group
97
Baird Financial Group
Wisconsin
$232K -$75 -2 -0%
US Bancorp
98
US Bancorp
Minnesota
$168K
MA
99
MUFG Americas
New York
$120K +$132K +3,510 New
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$86K -$18.3K -486 -16%