We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OPW
76
Oxler Private Wealth
New York
$596K -$27.4K -397 -4%
EF
77
Envision Financial
Wisconsin
$562K -$47.4K -685 -8%
Creative Planning
78
Creative Planning
Kansas
$550K
CPA
79
Cathy Pareto & Associates
Florida
$549K +$1.38K +20 +0.2%
GSEP
80
Golden State Equity Partners
California
$549K +$146K +2,105 +35%
PA
81
PSI Advisors
Florida
$508K
CWM
82
Centric Wealth Management
Illinois
$505K +$1.18K +17 +0.2%
CFO
83
CVA Family Office
Colorado
$491K +$69 +1 +0%
CAM
84
Cresset Asset Management
Illinois
$469K
BPA
85
Beacon Pointe Advisors
California
$466K +$7.05K +102 +1%
William Blair & Company
86
William Blair & Company
Illinois
$457K
TFG
87
Team Financial Group
California
$441K -$6.57K -95 -1%
WANY
88
Wealthspire Advisors (New York)
New York
$434K -$4.84K -70 -1%
MMA
89
Miracle Mile Advisors
California
$430K +$1.18K +17 +0.3%
SAM
90
S.A. Mason
Michigan
$409K
SIG
91
Sargent Investment Group
Maryland
$408K -$104K -1,500 -20%
BFA
92
Bragg Financial Advisors
North Carolina
$389K
Stifel Financial
93
Stifel Financial
Missouri
$386K -$41.3K -597 -9%
LOWM
94
Laurel Oak Wealth Management
New Jersey
$381K -$61.3K -886 -14%
BFA
95
Bridgelight Financial Advisors
Connecticut
$379K +$899 +13 +0.2%
NA
96
NewEdge Advisors
Louisiana
$367K
DIA
97
Dana Investment Advisors
Wisconsin
$367K -$15.3K -222 -4%
CWM
98
Cornerstone Wealth Management
Missouri
$365K -$21.8K -316 -5%
HAG
99
HighPoint Advisor Group
Illinois
$361K -$2.49K -36 -0.7%
KWM
100
Kingsview Wealth Management
Oregon
$346K