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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FI
76
Financial Insights
Washington
$363K
CWM
77
Cornerstone Wealth Management
Missouri
$311K +$8.69K +164 +3%
Creative Planning
78
Creative Planning
Kansas
$286K -$363K -6,847 -56%
Jane Street
79
Jane Street
New York
$280K +$283K +5,338 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$253K -$86.7K -1,637 -25%
CAN
81
Cetera Advisor Networks
California
$245K +$247K +4,667 New
SWM
82
SeaCrest Wealth Management
New York
$242K
AWA
83
Arete Wealth Advisors
Illinois
$240K -$22.2K -419 -8%
EWA
84
Exencial Wealth Advisors
Oklahoma
$240K
AAS
85
Avantax Advisory Services
Texas
$239K -$20.1K -380 -8%
JWCA
86
J.W. Cole Advisors
Florida
$231K -$55K -1,039 -19%
BRWA
87
B. Riley Wealth Advisors
Florida
$229K -$11.3K -213 -5%
HWM
88
Howard Wealth Management
Connecticut
$225K -$2.65K -50 -1%
KWM
89
Kingsview Wealth Management
Oregon
$225K +$226K +4,260 New
PTC
90
Private Trust Company
Ohio
$205K +$207K +3,916 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$201K -$11.9K -225 -6%
BMD
92
Better Money Decisions
New Mexico
$164K +$166K +3,136 New
MA
93
Montag & Associates
Georgia
$160K +$477 +9 +0.3%
SPIA
94
Steward Partners Investment Advisory
New York
$159K -$101K -1,905 -39%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$158K +$18.8K +354 +13%
CF
96
Centaurus Financial
California
$131K +$371 +7 +0.3%
CFO
97
CVA Family Office
Colorado
$124K +$49.5K +935 +66%
AA
98
Ancora Advisors
Ohio
$121K
AF
99
Advisornet Financial
Minnesota
$105K -$1.06K -20 -1%
EIP
100
Ellis Investment Partners
Pennsylvania
$104K +$318 +6 +0.3%