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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$415K -$101K -2,619 -20%
WAM
77
Wealthspire Advisors (Maryland)
Maryland
$413K
FAIM
78
Financial Advocates Investment Management
Washington
$408K +$38K +984 +10%
LFWA
79
LBJ Family Wealth Advisors
Texas
$398K +$812 +21 +0.2%
CPIG
80
Chicago Partners Investment Group
Illinois
$395K
SWM
81
SVA Wealth Management
Wisconsin
$374K -$162K -4,200 -31%
IA
82
IFP Advisors
Florida
$352K -$5.72K -148 -2%
HIS
83
Harvest Investment Services
Illinois
$351K +$76.6K +1,983 +29%
PTC
84
Private Trust Company
Ohio
$341K
CAN
85
Cetera Advisor Networks
California
$341K +$334K +8,630 New
JP Morgan Chase
86
JP Morgan Chase
New York
$334K +$54.3K +1,404 +20%
AWA
87
Arete Wealth Advisors
Illinois
$308K -$2.74K -71 -0.9%
PWAP
88
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$293K
AIC
89
Ameritas Investment Company
Nebraska
$285K -$564K -14,594 -67%
SFS
90
Sowell Financial Services
Arkansas
$283K
MFW
91
Meristem Family Wealth
Minnesota
$274K
WMA
92
Wealth Management Associates
New Jersey
$271K -$16.4K -424 -6%
WTB
93
Washington Trust Bank
Washington
$257K +$252K +6,525 New
TFS
94
Thoroughbred Financial Services
Tennessee
$223K +$219K +5,657 New
BSW
95
Buckingham Strategic Wealth
Missouri
$220K +$216K +5,600 New
RCG
96
Ruggie Capital Group
Florida
$218K -$692K -17,897 -76%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$215K +$211K +5,455 New
M&T Bank
98
M&T Bank
New York
$201K -$162K -4,200 -45%
BF
99
BOK Financial
Oklahoma
$201K +$198K +5,116 New
US Bancorp
100
US Bancorp
Minnesota
$193K