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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Advantage Investment Management
Iowa
$26K – – –
MGO One Seven
102
MGO One Seven
Ohio
$15K – – –
PCA
103
Providence Capital Advisors
North Carolina
$15K – – –
1IA
104
1834 Investment Advisors
Wisconsin
$12K – – –
VCM
105
Virtue Capital Management
Tennessee
$7K -$4.17K -105 -36%
Bartlett & Co Wealth Management
106
Bartlett & Co Wealth Management
Ohio
$6.38K +$6.56K +165 New
Bartlett & Co
107
Bartlett & Co
Ohio
$6K – – –
CFA
108
Carroll Financial Associates
North Carolina
$6K +$6.56K +165 New
Ameritas Investment Partners
109
Ameritas Investment Partners
Nebraska
$5K – – –
BlackRock
110
BlackRock
New York
$5K – – –
BWA
111
BDO Wealth Advisors
Florida
$3K – – –
Gradient Investments
112
Gradient Investments
Minnesota
$2K – – –
TCOV
113
Trust Company of Vermont
Vermont
$2K – – –
WP
114
WealthShield Partners
North Carolina
$1K -$1.95K -49 -56%
FIM
115
Freedom Investment Management
Connecticut
– -$582K -14,657 Closed
IFWM
116
Institute for Wealth Management
Colorado
– -$573K -14,372 Closed
AW
117
ACG Wealth
Georgia
– -$478K -12,050 Closed
SI
118
SII Investments
Wisconsin
– -$308K -7,723 Closed
JIC
119
Joel Isaacson & Co
New York
– -$238K -6,000 Closed
LC
120
Landaas & Company
Wisconsin
– -$204K -5,136 Closed
Evercore Wealth Management
121
Evercore Wealth Management
New York
– -$106K -2,661 Closed
First Allied Advisory Services
122
First Allied Advisory Services
California
– -$25K -624 Closed
Krilogy Financial
123
Krilogy Financial
Missouri
– -$14K -341 Closed
WAP
124
Wealthcare Advisory Partners
Pennsylvania
– -$12K -304 Closed
PGWM
125
Parisi Gray Wealth Management
New Jersey
– -$12K -298 Closed