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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
76
Kingsview Wealth Management
Oregon
$227K +$251K +5,156 New
CWM
77
Cornerstone Wealth Management
Missouri
$225K +$146 +3 +0.1%
Avantax Advisory Services
78
Avantax Advisory Services
Texas
$224K +$974 +20 +0.4%
Stifel Financial
79
Stifel Financial
Missouri
$214K -$8.52K -175 -3%
Whittier Trust
80
Whittier Trust
California
$206K +$38K +780 +20%
BRWA
81
B. Riley Wealth Advisors
Florida
$205K -$243 -5 -0.1%
Exencial Wealth Advisors
82
Exencial Wealth Advisors
Oklahoma
$201K – – –
JP Morgan Chase
83
JP Morgan Chase
New York
$166K – – –
Steward Partners Investment Advisory
84
Steward Partners Investment Advisory
New York
$155K – – –
Montag & Associates
85
Montag & Associates
Georgia
$137K +$682 +14 +0.5%
Ancora Advisors
86
Ancora Advisors
Ohio
$91K – – –
EIP
87
Ellis Investment Partners
Pennsylvania
$89K +$389 +8 +0.4%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$67K – – –
Franklin Resources
89
Franklin Resources
California
$66K – – –
US Bancorp
90
US Bancorp
Minnesota
$62K – – –
HWM
91
Horizons Wealth Management
North Carolina
$61K – – –
AF
92
Advisornet Financial
Minnesota
$58K -$5.21K -107 -8%
CAL
93
Capital Advisors Ltd
Ohio
$54K – – –
APA
94
American Portfolios Advisors
New York
$49.7K – – –
William Blair & Company
95
William Blair & Company
Illinois
$34K – – –
SWM
96
Sugarloaf Wealth Management
Georgia
$33K -$3.75K -77 -9%
TFS
97
TrustCore Financial Services
Tennessee
$32K – – –
RIA
98
Realta Investment Advisors
Delaware
$31K +$34.1K +700 New
Citigroup
99
Citigroup
New York
$28K -$286K -5,870 -90%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$28K -$112K -2,307 -78%