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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
S.A. Mason
Michigan
$409K – – –
VC
77
Vicus Capital
Pennsylvania
$405K -$11.8K -202 -3%
FI
78
Financial Insights
Washington
$401K – – –
Beacon Pointe Advisors
79
Beacon Pointe Advisors
California
$371K -$129K -2,200 -26%
UL
80
Unionview LLC
Washington
$361K +$1.23K +21 +0.3%
MML Investors Services
81
MML Investors Services
Massachusetts
$357K -$3.8K -65 -1%
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$352K -$11.7K -200 -3%
SIG
83
Sargent Investment Group
Maryland
$330K – – –
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$325K +$32.5K +555 +11%
Raymond James Trust
85
Raymond James Trust
Florida
$322K – – –
Kingsview Wealth Management
86
Kingsview Wealth Management
Oregon
$297K -$1.35K -23 -0.4%
CWM
87
Cornerstone Wealth Management
Missouri
$284K +$117 +2 +0%
BWA
88
BlueChip Wealth Advisors
Georgia
$274K +$6.03K +103 +2%
Exencial Wealth Advisors
89
Exencial Wealth Advisors
Oklahoma
$264K – – –
CM
90
Capital Management
Virginia
$253K +$1.05K +18 +0.4%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$252K – – –
Chicago Partners Investment Group
92
Chicago Partners Investment Group
Illinois
$247K +$761 +13 +0.3%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$242K +$245K +4,191 New
HWM
94
Howard Wealth Management
Connecticut
$240K +$10.5K +180 +5%
Comerica Bank
95
Comerica Bank
Texas
$232K – – –
Stratos Wealth Partners
96
Stratos Wealth Partners
Ohio
$229K -$61.1K -1,044 -21%
HRT Financial
97
HRT Financial
New York
$226K +$230K +3,925 New
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$225K +$2.22K +38 +1%
Mariner
99
Mariner
Kansas
$220K +$222K +3,799 New
FCI
100
Financial Counselors Inc
Kansas
$213K – – –