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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
SeaCrest Wealth Management
New York
$554K
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$531K
NWS
78
Newport Wealth Strategies
California
$523K +$9.92K +250 +2%
FI
79
Financial Insights
Washington
$459K -$20.2K -508 -4%
CAN
80
Cetera Advisor Networks
California
$452K +$105K +2,654 +31%
Citigroup
81
Citigroup
New York
$420K -$1.98K -50 -0.5%
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$420K
FAIM
83
Financial Advocates Investment Management
Washington
$416K +$1.15K +29 +0.3%
LFWA
84
LBJ Family Wealth Advisors
Texas
$402K +$1.27K +32 +0.3%
CPIG
85
Chicago Partners Investment Group
Illinois
$383K
AWA
86
Arete Wealth Advisors
Illinois
$383K +$68.9K +1,737 +22%
HIS
87
Harvest Investment Services
Illinois
$379K +$26.2K +660 +8%
NFG
88
Next Financial Group
Texas
$378K +$252K +6,363 +206%
SWM
89
SVA Wealth Management
Wisconsin
$375K -$5.83K -147 -2%
JP Morgan Chase
90
JP Morgan Chase
New York
$359K +$24.1K +607 +7%
PTC
91
Private Trust Company
Ohio
$339K -$7.74K -195 -2%
PWAP
92
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$297K -$794 -20 -0.3%
BSW
93
Buckingham Strategic Wealth
Missouri
$297K +$72.1K +1,818 +32%
MFW
94
Meristem Family Wealth
Minnesota
$279K
WMA
95
Wealth Management Associates
New Jersey
$276K +$79 +2 +0%
Mariner
96
Mariner
Kansas
$228K +$227K +5,712 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$218K -$476 -12 -0.2%
Fisher Asset Management
98
Fisher Asset Management
Washington
$207K +$206K +5,181 New
BF
99
BOK Financial
Oklahoma
$205K
US Bancorp
100
US Bancorp
Minnesota
$172K -$24K -604 -12%