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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NWS
76
Newport Wealth Strategies
California
$512K -$9.79K -250 -2%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$508K -$15.7K -400 -3%
CAN
78
Cetera Advisor Networks
California
$464K +$18.4K +471 +4%
NFG
79
Next Financial Group
Texas
$462K +$88.4K +2,257 +24%
HIS
80
Harvest Investment Services
Illinois
$443K +$78.2K +1,996 +21%
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$414K
FI
82
Financial Insights
Washington
$408K -$70.5K -1,800 -15%
LFWA
83
LBJ Family Wealth Advisors
Texas
$402K +$1.84K +47 +0.5%
CPIG
84
Chicago Partners Investment Group
Illinois
$388K
AWA
85
Arete Wealth Advisors
Illinois
$379K +$1.02K +26 +0.3%
SWM
86
SVA Wealth Management
Wisconsin
$370K
Citigroup
87
Citigroup
New York
$362K -$50.9K -1,299 -12%
JP Morgan Chase
88
JP Morgan Chase
New York
$358K -$274 -7 -0.1%
Cerity Partners
89
Cerity Partners
New York
$343K -$333K -8,500 -49%
PTC
90
Private Trust Company
Ohio
$334K
TRCT
91
Tower Research Capital (TRC)
New York
$330K -$871K -22,248 -73%
BSW
92
Buckingham Strategic Wealth
Missouri
$293K +$861 +22 +0.3%
MFW
93
Meristem Family Wealth
Minnesota
$275K
PWAP
94
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$272K -$20.8K -532 -7%
WMA
95
Wealth Management Associates
New Jersey
$258K -$13.6K -348 -5%
TFS
96
Thoroughbred Financial Services
Tennessee
$223K +$222K +5,657 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$211K -$3.56K -91 -2%
BF
98
BOK Financial
Oklahoma
$202K
SPIA
99
Steward Partners Investment Advisory
New York
$202K +$150K +3,825 +294%
SF
100
Synovus Financial
Georgia
$201K +$176K +4,500 +744%