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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$293K -$266K -5,254 -45%
UL
77
Unionview LLC
Washington
$280K
CFO
78
CVA Family Office
Colorado
$274K +$5.02K +99 +2%
MCWS
79
McKinley Carter Wealth Services
West Virginia
$273K -$55.7K -1,098 -16%
Creative Planning
80
Creative Planning
Kansas
$271K -$328K -6,477 -52%
CWM
81
Cornerstone Wealth Management
Missouri
$235K -$2.43K -48 -0.9%
AAS
82
Avantax Advisory Services
Texas
$233K +$912 +18 +0.4%
CAN
83
Cetera Advisor Networks
California
$232K +$29K +573 +13%
Stifel Financial
84
Stifel Financial
Missouri
$231K -$372K -7,339 -59%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$221K +$244K +4,818 New
Bank of New York Mellon
86
Bank of New York Mellon
New York
$219K +$242K +4,765 New
BRWA
87
B. Riley Wealth Advisors
Florida
$215K -$1.42K -28 -0.6%
EWA
88
Exencial Wealth Advisors
Oklahoma
$210K
JWCA
89
J.W. Cole Advisors
Florida
$203K
SWM
90
SeaCrest Wealth Management
New York
$203K
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$183K -$31.3K -617 -13%
WT
92
Whittier Trust
California
$179K
JP Morgan Chase
93
JP Morgan Chase
New York
$173K +$28.3K +559 +17%
SPIA
94
Steward Partners Investment Advisory
New York
$163K -$35.5K -700 -17%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$5.88K +116 +3%
BMD
96
Better Money Decisions
New Mexico
$146K +$161K +3,182 New
MA
97
Montag & Associates
Georgia
$142K +$608 +12 +0.4%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$135K +$17.8K +352 +14%
AA
99
Ancora Advisors
Ohio
$95K
EIP
100
Ellis Investment Partners
Pennsylvania
$93K +$405 +8 +0.4%