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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$63K – – –
AWA
102
Acorn Wealth Advisors
Michigan
$63K +$198 +5 +0.3%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K -$8.41K -212 -13%
SFM
104
Signet Financial Management
New Jersey
$47K +$46.7K +1,178 New
IP
105
Intellectus Partners
California
$46K – – –
GFP
106
Gryphon Financial Partners
Ohio
$40K – – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$30K -$19.9K -501 -40%
TL
108
TrueWealth LLC
Georgia
$24K +$23.7K +598 New
JA
109
JOYN Advisors
Georgia
$18K +$17.9K +450 New
PCA
110
Providence Capital Advisors
North Carolina
$15K – – –
AF
111
Advisornet Financial
Minnesota
$14K -$263K -6,621 -95%
Bartlett & Co
112
Bartlett & Co
Ohio
$7K – – –
Bartlett & Co Wealth Management
113
Bartlett & Co Wealth Management
Ohio
$6.63K – – –
Ameritas Investment Partners
114
Ameritas Investment Partners
Nebraska
$6K – – –
CFA
115
Carroll Financial Associates
North Carolina
$6K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.83K +147 New
BlackRock
117
BlackRock
New York
$5K – – –
BWA
118
BDO Wealth Advisors
Florida
$4K – – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$75.4K -1,901 -96%
TCOV
120
Trust Company of Vermont
Vermont
$3K +$476 +12 +19%
Gradient Investments
121
Gradient Investments
Minnesota
$2K – – –
WP
122
WealthShield Partners
North Carolina
$2K – – –
CF
123
Copperwynd Financial
Arizona
– -$2.31M -59,805 Closed
IHT Wealth Management
124
IHT Wealth Management
Illinois
– -$766K -20,327 Closed
NWP
125
Northstar Wealth Partners
Connecticut
– -$775K -20,047 Closed