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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HF
76
HRT Financial
New York
$596K +$590K +8,927 New
Creative Planning
77
Creative Planning
Kansas
$546K -$41.6K -630 -7%
CPA
78
Cathy Pareto & Associates
Florida
$545K -$3.63K -55 -0.7%
SIG
79
Sargent Investment Group
Maryland
$506K +$500K +7,575 New
PA
80
PSI Advisors
Florida
$505K -$7.86K -119 -2%
CWM
81
Centric Wealth Management
Illinois
$490K +$1.65K +25 +0.4%
CFO
82
CVA Family Office
Colorado
$488K +$66 +1 +0%
CAM
83
Cresset Asset Management
Illinois
$466K
BPA
84
Beacon Pointe Advisors
California
$456K
William Blair & Company
85
William Blair & Company
Illinois
$454K +$18.8K +284 +4%
TFG
86
Team Financial Group
California
$444K -$18K -273 -4%
LOWM
87
Laurel Oak Wealth Management
New Jersey
$438K +$433K +6,554 New
WANY
88
Wealthspire Advisors (New York)
New York
$436K
IRC
89
Investors Research Corp
Georgia
$432K -$4.89K -74 -1%
MMA
90
Miracle Mile Advisors
California
$426K +$1.65K +25 +0.4%
Stifel Financial
91
Stifel Financial
Missouri
$423K +$396 +6 +0.1%
SAM
92
S.A. Mason
Michigan
$406K
GSEP
93
Golden State Equity Partners
California
$405K +$401K +6,065 New
BFA
94
Bragg Financial Advisors
North Carolina
$386K
CWM
95
Cornerstone Wealth Management
Missouri
$384K +$1.19K +18 +0.3%
DIA
96
Dana Investment Advisors
Wisconsin
$379K -$39.4K -596 -9%
BFA
97
Bridgelight Financial Advisors
Connecticut
$376K +$372K +5,628 New
NA
98
NewEdge Advisors
Louisiana
$365K -$5.75K -87 -2%
HAG
99
HighPoint Advisor Group
Illinois
$362K +$357K +5,413 New
MML Investors Services
100
MML Investors Services
Massachusetts
$345K -$11.8K -179 -3%