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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
76
McKinley Carter Wealth Services
West Virginia
$396K -$99K -1,801 -20%
MFW
77
Meristem Family Wealth
Minnesota
$393K
FI
78
Financial Insights
Washington
$390K
WA
79
Win Advisors
Florida
$367K +$358K +6,513 New
NGA
80
Naples Global Advisors
Florida
$367K +$359K +6,525 New
UL
81
Unionview LLC
Washington
$343K +$335K +6,091 New
CWM
82
Cornerstone Wealth Management
Missouri
$302K -$17.4K -317 -6%
TRCT
83
Tower Research Capital (TRC)
New York
$296K -$525K -9,540 -64%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$288K +$58.4K +1,062 +26%
BRWA
85
B. Riley Wealth Advisors
Florida
$277K +$20.1K +366 +8%
VWA
86
V Wealth Advisors
Kansas
$275K +$268K +4,878 New
AAS
87
Avantax Advisory Services
Texas
$268K +$9.79K +178 +4%
SWM
88
SeaCrest Wealth Management
New York
$260K
EWA
89
Exencial Wealth Advisors
Oklahoma
$257K +$252K +4,575 New
Betterment LLC
90
Betterment LLC
New York
$252K -$231K -4,194 -48%
CAN
91
Cetera Advisor Networks
California
$252K -$10.2K -186 -4%
KWM
92
Kingsview Wealth Management
Oregon
$250K -$847K -15,412 -78%
JWCA
93
J.W. Cole Advisors
Florida
$248K +$242K +4,406 New
HIS
94
Harvest Investment Services
Illinois
$244K -$502K -9,122 -68%
HWM
95
Howard Wealth Management
Connecticut
$240K -$1.98K -36 -0.8%
SPIA
96
Steward Partners Investment Advisory
New York
$238K
AWA
97
Arete Wealth Advisors
Illinois
$235K -$3.41K -62 -1%
SF
98
SBK Financial
Virginia
$225K +$219K +3,990 New
PTC
99
Private Trust Company
Ohio
$220K
WT
100
Whittier Trust
California
$219K +$214K +3,900 New