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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Advantage Investment Management
Iowa
$26K
MOS
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%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$6.38K +$6.56K +165 New
BC
107
Bartlett & Co
Ohio
$6K
CFA
108
Carroll Financial Associates
North Carolina
$6K +$6.56K +165 New
AIP
109
Ameritas Investment Partners
Nebraska
$5K
BlackRock
110
BlackRock
New York
$5K
BWA
111
BDO Wealth Advisors
Florida
$3K
GI
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
EWM
121
Evercore Wealth Management
New York
-$106K -2,661 Closed
FAAS
122
First Allied Advisory Services
California
-$25K -624 Closed
KF
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