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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
101
Buckingham Strategic Wealth
Missouri
$314K +$814 +20 +0.3%
SPIA
102
Steward Partners Investment Advisory
New York
$303K +$85.3K +2,095 +41%
EW
103
Element Wealth
Mississippi
$303K +$293K +7,200 New
MFW
104
Meristem Family Wealth
Minnesota
$294K
SMFS
105
Squar Milner Financial Services
California
$289K +$280K +6,884 New
PWAP
106
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$286K
SF
107
Synovus Financial
Georgia
$285K +$66.9K +1,644 +32%
WMA
108
Wealth Management Associates
New Jersey
$268K -$6.84K -168 -3%
JWCA
109
J.W. Cole Advisors
Florida
$258K +$249K +6,126 New
AC
110
Avestar Capital
New York
$251K -$2.75M -67,537 -92%
TFS
111
Thoroughbred Financial Services
Tennessee
$238K
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$227K +$1.75K +43 +0.8%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$223K +$12.6K +309 +6%
RJT
114
Raymond James Trust
Florida
$218K +$210K +5,170 New
BF
115
BOK Financial
Oklahoma
$215K
CWM
116
Cornerstone Wealth Management
Missouri
$214K +$207K +5,077 New
DIA
117
Dana Investment Advisors
Wisconsin
$203K +$196K +4,826 New
BFPW
118
BOK Financial Private Wealth
Colorado
$203K +$196K +4,827 New
US Bancorp
119
US Bancorp
Minnesota
$200K
IA
120
IFP Advisors
Florida
$181K -$6.47K -159 -4%
VCP
121
Verus Capital Partners
Arizona
$173K +$168K +4,122 New
VFA
122
Valeo Financial Advisors
Indiana
$158K +$651 +16 +0.4%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$156K -$2.2K -54 -1%
BB
124
Busey Bank
Illinois
$114K +$110K +2,714 New
MA
125
MUFG Americas
New York
$105K