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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$214K +$201K +6,582 New
HWM
77
Howard Wealth Management
Connecticut
$205K -$145K -4,764 -43%
UWM
78
USAdvisors Wealth Management
Minnesota
$201K -$51.5K -1,690 -21%
Cetera Advisor Networks
79
Cetera Advisor Networks
California
$160K -$120K -3,945 -45%
Global Retirement Partners
80
Global Retirement Partners
California
$140K -$687K -22,550 -84%
Steward Partners Investment Advisory
81
Steward Partners Investment Advisory
New York
$117K +$15.2K +500 +16%
IFP Advisors
82
IFP Advisors
Florida
$97K -$19.9K -653 -18%
AF
83
Advisornet Financial
Minnesota
$94K -$1.38M -45,356 -94%
Valeo Financial Advisors
84
Valeo Financial Advisors
Indiana
$80K -$73.8K -2,421 -49%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$77K -$44.9K -1,472 -38%
Ancora Advisors
86
Ancora Advisors
Ohio
$73K – – –
NC
87
NewSquare Capital
Pennsylvania
$68K +$63.8K +2,095 New
EIP
88
Ellis Investment Partners
Pennsylvania
$63K +$213 +7 +0.4%
US Bancorp
89
US Bancorp
Minnesota
$57K -$91.4K -3,000 -63%
CFO
90
CVA Family Office
Colorado
$55K – – –
William Blair & Company
91
William Blair & Company
Illinois
$51K – – –
Franklin Resources
92
Franklin Resources
California
$51K +$45.7K +1,500 New
Orion Portfolio Solutions
93
Orion Portfolio Solutions
Nebraska
$44K +$41K +1,346 New
CAL
94
Capital Advisors Ltd
Ohio
$40K – – –
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$40K – – –
EP
96
Eudaimonia Partners
Tennessee
$34K – – –
HWA
97
HCR Wealth Advisors
California
$29K -$4.54K -149 -14%
SWM
98
Sugarloaf Wealth Management
Georgia
$27K – – –
Benjamin F. Edwards & Company
99
Benjamin F. Edwards & Company
Missouri
$19K – – –
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$19K +$18K +590 New