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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
$385K -$54 -1 -0%
MFW
77
Meristem Family Wealth
Minnesota
$381K – – –
FI
78
Financial Insights
Washington
$379K – – –
UL
79
Unionview LLC
Washington
$333K – – –
Citigroup
80
Citigroup
New York
$332K -$80.2K -1,478 -20%
TSWM
81
Tyler-Stone Wealth Management
Ohio
$332K +$280K +5,154 +563%
CFO
82
CVA Family Office
Colorado
$321K +$160K +2,945 +101%
CWM
83
Cornerstone Wealth Management
Missouri
$282K -$8.63K -159 -3%
Avantax Advisory Services
84
Avantax Advisory Services
Texas
$277K +$15.3K +282 +6%
VWA
85
V Wealth Advisors
Kansas
$270K +$3.47K +64 +1%
BRWA
86
B. Riley Wealth Advisors
Florida
$257K -$12.1K -223 -5%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$252K -$28.4K -524 -10%
Exencial Wealth Advisors
88
Exencial Wealth Advisors
Oklahoma
$250K – – –
Cetera Advisor Networks
89
Cetera Advisor Networks
California
$244K -$814 -15 -0.3%
NGA
90
Naples Global Advisors
Florida
$243K -$113K -2,081 -32%
SWM
91
SeaCrest Wealth Management
New York
$242K -$10.9K -200 -4%
Kingsview Wealth Management
92
Kingsview Wealth Management
Oregon
$241K -$2.28K -42 -0.9%
JWCA
93
J.W. Cole Advisors
Florida
$241K – – –
SOS
94
Silver Oak Securities
Tennessee
$240K +$244K +4,501 New
HIS
95
Harvest Investment Services
Illinois
$237K +$54 +1 +0%
Tower Research Capital (TRC)
96
Tower Research Capital (TRC)
New York
$233K -$54K -995 -19%
HWM
97
Howard Wealth Management
Connecticut
$233K – – –
Steward Partners Investment Advisory
98
Steward Partners Investment Advisory
New York
$232K – – –
AWA
99
Arete Wealth Advisors
Illinois
$223K -$4.12K -76 -2%
SF
100
SBK Financial
Virginia
$218K – – –