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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Centric Wealth Management
Illinois
$453K +$1.41K +22 +0.3%
CFO
77
CVA Family Office
Colorado
$452K +$64 +1 +0%
CAM
78
Cresset Asset Management
Illinois
$436K -$447K -6,975 -50%
BPA
79
Beacon Pointe Advisors
California
$433K +$32K +500 +8%
IRC
80
Investors Research Corp
Georgia
$427K -$9.03K -141 -2%
MML Investors Services
81
MML Investors Services
Massachusetts
$397K -$2.18K -34 -0.5%
UIM
82
Unified Investment Management
Georgia
$395K +$405K +6,318 New
UL
83
Unionview LLC
Washington
$393K +$1.34K +21 +0.3%
FI
84
Financial Insights
Washington
$382K -$52.9K -825 -12%
SAM
85
S.A. Mason
Michigan
$380K -$64.1K -1,000 -14%
VC
86
Vicus Capital
Pennsylvania
$375K -$48.1K -750 -11%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$366K +$31.6K +494 +9%
NA
88
Note Advisors
New York
$357K +$366K +5,718 New
William Blair & Company
89
William Blair & Company
Illinois
$334K +$294K +4,585 +599%
KWM
90
Kingsview Wealth Management
Oregon
$316K
MWA
91
Medallion Wealth Advisors
Connecticut
$314K +$326K +5,096 New
CWM
92
Cornerstone Wealth Management
Missouri
$293K -$12.4K -194 -4%
CM
93
Capital Management
Virginia
$287K +$13K +203 +5%
EWA
94
Exencial Wealth Advisors
Oklahoma
$286K
HWM
95
Howard Wealth Management
Connecticut
$278K
MCWS
96
McKinley Carter Wealth Services
West Virginia
$273K
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$262K
SG
98
Stanich Group
New York
$257K +$264K +4,118 New
Jane Street
99
Jane Street
New York
$254K -$1.39M -21,687 -84%
Mariner
100
Mariner
Kansas
$237K -$641 -10 -0.3%