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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
76
CVA Family Office
Colorado
$433K +$2K +32 +0.4%
CWM
77
Centric Wealth Management
Illinois
$433K +$1.06K +17 +0.2%
NA
78
NewEdge Advisors
Louisiana
$422K -$54.1K -867 -11%
William Blair & Company
79
William Blair & Company
Illinois
$416K +$102K +1,632 +31%
CAM
80
Cresset Asset Management
Illinois
$416K
BPA
81
Beacon Pointe Advisors
California
$413K
IRC
82
Investors Research Corp
Georgia
$402K -$5.25K -84 -1%
WANY
83
Wealthspire Advisors (New York)
New York
$402K -$403K -6,455 -49%
SAM
84
S.A. Mason
Michigan
$362K
VC
85
Vicus Capital
Pennsylvania
$347K -$10.8K -173 -3%
NA
86
Note Advisors
New York
$341K
KWM
87
Kingsview Wealth Management
Oregon
$301K
MWA
88
Medallion Wealth Advisors
Connecticut
$297K -$7.74K -124 -2%
MML Investors Services
89
MML Investors Services
Massachusetts
$288K -$95.2K -1,524 -24%
CM
90
Capital Management
Virginia
$273K +$125 +2 +0%
EWA
91
Exencial Wealth Advisors
Oklahoma
$273K
CWM
92
Cornerstone Wealth Management
Missouri
$272K -$7.31K -117 -2%
HWM
93
Howard Wealth Management
Connecticut
$266K
MCWS
94
McKinley Carter Wealth Services
West Virginia
$251K -$9.74K -156 -4%
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$250K
SG
96
Stanich Group
New York
$245K
TSS
97
Two Sigma Securities
New York
$237K +$248K +3,977 New
Mariner
98
Mariner
Kansas
$226K
UIM
99
Unified Investment Management
Georgia
$225K -$159K -2,548 -40%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$224K +$71.7K +1,148 +44%