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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$62K -$60.3K -1,605 -47%
CAL
102
Capital Advisors Ltd
Ohio
$61K – – –
VCM
103
Vigilant Capital Management
Maine
$61K – – –
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$56K -$21.7K -576 -26%
SBL
105
Sargent Bickham Lagudis
Colorado
$55K – – –
William Blair & Company
106
William Blair & Company
Illinois
$54K – – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$39K – – –
TL
108
TrueWealth LLC
Georgia
$21K – – –
APA
109
American Portfolios Advisors
New York
$17.4K -$367K -9,764 -95%
JA
110
JOYN Advisors
Georgia
$15K – – –
PCA
111
Providence Capital Advisors
North Carolina
$13K – – –
IWA
112
Intercontinental Wealth Advisors
Texas
$13K +$14.5K +385 New
MGO One Seven
113
MGO One Seven
Ohio
$13K +$14.7K +390 New
Geneos Wealth Management
114
Geneos Wealth Management
Colorado
$13K +$14.8K +394 New
CHP
115
Cable Hill Partners
Oregon
$10K +$11.3K +300 New
AF
116
Advisornet Financial
Minnesota
$6K – – –
Bartlett & Co
117
Bartlett & Co
Ohio
$6K – – –
Bartlett & Co Wealth Management
118
Bartlett & Co Wealth Management
Ohio
$5.66K – – –
CFA
119
Carroll Financial Associates
North Carolina
$5K – – –
Ameritas Investment Partners
120
Ameritas Investment Partners
Nebraska
$5K +$38 +1 +0.6%
BlackRock
121
BlackRock
New York
$4K – – –
BWA
122
BDO Wealth Advisors
Florida
$3K – – –
Gradient Investments
123
Gradient Investments
Minnesota
$2K – – –
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1K +$564 +15 New
Jane Street
125
Jane Street
New York
– -$361K -8,726 Closed