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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$306K +$122K +2,511 +67%
UL
77
Unionview LLC
Washington
$298K +$1.46K +30 +0.5%
BRWA
78
B. Riley Wealth Advisors
Florida
$262K +$35.6K +730 +16%
Kingsview Wealth Management
79
Kingsview Wealth Management
Oregon
$251K – – –
Avantax Advisory Services
80
Avantax Advisory Services
Texas
$248K +$828 +17 +0.3%
MCWS
81
McKinley Carter Wealth Services
West Virginia
$246K -$30.3K -621 -11%
Whittier Trust
82
Whittier Trust
California
$227K – – –
Exencial Wealth Advisors
83
Exencial Wealth Advisors
Oklahoma
$222K – – –
Arkadios Wealth Advisors
84
Arkadios Wealth Advisors
Georgia
$218K +$218K +4,479 New
JWCA
85
J.W. Cole Advisors
Florida
$214K +$215K +4,406 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$203K +$203K +4,170 New
Steward Partners Investment Advisory
87
Steward Partners Investment Advisory
New York
$182K +$9.74K +200 +6%
Montag & Associates
88
Montag & Associates
Georgia
$152K +$731 +15 +0.5%
Ancora Advisors
89
Ancora Advisors
Ohio
$100K – – –
CAS
90
Coppell Advisory Solutions
Texas
$97.7K +$97.9K +2,010 New
CASC
91
Coppell Advisory Solutions Corp
Texas
$97.7K +$97.9K +2,010 New
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$80K +$80.2K +1,646 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$74.1K – – –
Franklin Resources
94
Franklin Resources
California
$72.9K – – –
US Bancorp
95
US Bancorp
Minnesota
$68.9K – – –
HWM
96
Horizons Wealth Management
North Carolina
$68K – – –
CAL
97
Capital Advisors Ltd
Ohio
$60K – – –
Global Retirement Partners
98
Global Retirement Partners
California
$53.1K +$53.2K +1,092 New
AF
99
Advisornet Financial
Minnesota
$48.7K -$15.2K -311 -24%
NewEdge Advisors
100
NewEdge Advisors
Louisiana
$43.8K +$43.8K +900 New