We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
S.A. Mason
Michigan
$441K
IRC
77
Investors Research Corp
Georgia
$435K -$190K -3,171 -31%
FI
78
Financial Insights
Washington
$432K
WANY
79
Wealthspire Advisors (New York)
New York
$429K -$18.6K -311 -4%
VC
80
Vicus Capital
Pennsylvania
$421K -$15.2K -254 -4%
BPA
81
Beacon Pointe Advisors
California
$401K
MML Investors Services
82
MML Investors Services
Massachusetts
$398K +$12.1K +202 +3%
UL
83
Unionview LLC
Washington
$390K +$1.08K +18 +0.3%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$371K +$193K +3,224 +118%
SIG
85
Sargent Investment Group
Maryland
$356K
RJT
86
Raymond James Trust
Florida
$348K
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$334K -$16.1K -268 -5%
KWM
88
Kingsview Wealth Management
Oregon
$315K -$5.04K -84 -2%
CWM
89
Cornerstone Wealth Management
Missouri
$304K -$1.44K -24 -0.5%
EWA
90
Exencial Wealth Advisors
Oklahoma
$285K
HWM
91
Howard Wealth Management
Connecticut
$278K +$18.3K +305 +7%
BWA
92
BlueChip Wealth Advisors
Georgia
$273K -$21.6K -360 -8%
CM
93
Capital Management
Virginia
$273K
MCWS
94
McKinley Carter Wealth Services
West Virginia
$272K
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$261K
CPIG
96
Chicago Partners Investment Group
Illinois
$248K +$660 +11 +0.3%
Mariner
97
Mariner
Kansas
$237K
Comerica Bank
98
Comerica Bank
Texas
$230K -$19.3K -322 -8%
FCI
99
Financial Counselors Inc
Kansas
$230K
PWP
100
Principle Wealth Partners
Connecticut
$218K