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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
101
Sargent Bickham Lagudis
Colorado
$67K – – –
William Blair & Company
102
William Blair & Company
Illinois
$65K – – –
IP
103
Intellectus Partners
California
$47K – – –
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$47K +$15.8K +380 +51%
TC
105
Truvestments Capital
Florida
$26K +$26.1K +628 New
TL
106
TrueWealth LLC
Georgia
$25K – – –
JA
107
JOYN Advisors
Georgia
$19K – – –
PCA
108
Providence Capital Advisors
North Carolina
$16K – – –
CAC
109
Certified Advisory Corp
Florida
$8K +$7.72K +186 New
AF
110
Advisornet Financial
Minnesota
$7K -$8.02K -193 -55%
Bartlett & Co
111
Bartlett & Co
Ohio
$7K – – –
Bartlett & Co Wealth Management
112
Bartlett & Co Wealth Management
Ohio
$6.82K – – –
CFA
113
Carroll Financial Associates
North Carolina
$6K – – –
Ameritas Investment Partners
114
Ameritas Investment Partners
Nebraska
$6K +$42 +1 +0.7%
BlackRock
115
BlackRock
New York
$5K – – –
BWA
116
BDO Wealth Advisors
Florida
$4K – – –
Gradient Investments
117
Gradient Investments
Minnesota
$2K – – –
WP
118
WealthShield Partners
North Carolina
$2K – – –
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
– -$1.45M -36,134 Closed
SEI Investments
120
SEI Investments
Pennsylvania
– -$960K -23,896 Closed
Lincoln National Corp
121
Lincoln National Corp
Pennsylvania
– -$353K -8,789 Closed
Fulton Bank
122
Fulton Bank
Pennsylvania
– -$296K -7,380 Closed
TSS
123
Two Sigma Securities
New York
– -$292K -7,281 Closed
Crestwood Advisors Group
124
Crestwood Advisors Group
Massachusetts
– -$229K -5,577 Closed
AWA
125
Acorn Wealth Advisors
Michigan
– -$63K -1,569 Closed