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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FI
76
Financial Insights
Washington
$330K
SIG
77
Sargent Investment Group
Maryland
$329K
JP Morgan Chase
78
JP Morgan Chase
New York
$327K -$426 -8 -0.1%
MML Investors Services
79
MML Investors Services
Massachusetts
$324K -$10.6K -200 -3%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$319K -$10.6K -200 -3%
UL
81
Unionview LLC
Washington
$314K +$1.17K +22 +0.4%
RJT
82
Raymond James Trust
Florida
$299K
Creative Planning
83
Creative Planning
Kansas
$293K -$46.3K -870 -13%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$287K +$302K +5,664 New
Stifel Financial
85
Stifel Financial
Missouri
$285K -$342K -6,433 -53%
AAS
86
Avantax Advisory Services
Texas
$268K +$22.4K +421 +9%
FTUS
87
Flow Traders U.S.
New York
$262K +$275K +5,159 New
KWM
88
Kingsview Wealth Management
Oregon
$262K
CWM
89
Cornerstone Wealth Management
Missouri
$249K +$160 +3 +0.1%
EWA
90
Exencial Wealth Advisors
Oklahoma
$232K
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$224K -$25.6K -480 -10%
MCWS
92
McKinley Carter Wealth Services
West Virginia
$221K
CM
93
Capital Management
Virginia
$220K +$160 +3 +0.1%
HWM
94
Howard Wealth Management
Connecticut
$207K
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$203K +$201K +3,773 +1,684%
Comerica Bank
96
Comerica Bank
Texas
$202K +$212K +3,985 New
SPIA
97
Steward Partners Investment Advisory
New York
$199K
MA
98
Montag & Associates
Georgia
$160K +$586 +11 +0.3%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$136K +$104K +1,959 +269%
DFA
100
DHJJ Financial Advisors
Illinois
$120K +$126K +2,370 New