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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$639K -$49.1K -1,207 -7%
SWM
77
SeaCrest Wealth Management
New York
$572K
AWA
78
Arete Wealth Advisors
Illinois
$563K +$168K +4,127 +43%
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$542K
NWS
80
Newport Wealth Strategies
California
$542K
PIA
81
Perennial Investment Advisors
California
$524K +$507K +12,457 New
HWM
82
Howard Wealth Management
Connecticut
$511K +$495K +12,160 New
EH
83
Equitable Holdings
New York
$496K +$480K +11,787 New
IAA
84
Independent Advisor Alliance
North Carolina
$493K +$476K +11,706 New
CAM
85
Covenant Asset Management
New Jersey
$487K -$74.9K -1,840 -14%
CAN
86
Cetera Advisor Networks
California
$484K -$12.6K -309 -3%
OCPWS
87
One Charles Private Wealth Services
Massachusetts
$452K +$437K +10,741 New
WAM
88
Wealthspire Advisors (Maryland)
Maryland
$442K
FI
89
Financial Insights
Washington
$435K
LFWA
90
LBJ Family Wealth Advisors
Texas
$428K +$1.75K +43 +0.4%
SAM
91
S.A. Mason
Michigan
$424K +$410K +10,079 New
CPIG
92
Chicago Partners Investment Group
Illinois
$421K +$7.69K +189 +2%
JP Morgan Chase
93
JP Morgan Chase
New York
$412K +$28.9K +711 +8%
Citigroup
94
Citigroup
New York
$411K +$23.9K +587 +6%
CW
95
CreativeOne Wealth
Kansas
$402K -$477K -11,715 -55%
SWM
96
SVA Wealth Management
Wisconsin
$388K -$6.11K -150 -2%
Cerity Partners
97
Cerity Partners
New York
$379K +$12.2K +300 +3%
NFG
98
Next Financial Group
Texas
$363K -$126K -3,090 -26%
PTC
99
Private Trust Company
Ohio
$356K
IRC
100
Investors Research Corp
Georgia
$319K +$109K +2,666 +54%