We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
101
Ameritas Investment Company
Nebraska
$48K +$61.1K +1,651 +556%
CFO
102
CVA Family Office
Colorado
$45K +$62.6K +1,693 New
William Blair & Company
103
William Blair & Company
Illinois
$41K -$21.8K -589 -27%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$33K -$33.5K -905 -42%
CAL
105
Capital Advisors Ltd
Ohio
$33K -$20.7K -560 -31%
HWA
106
HCR Wealth Advisors
California
$28K +$37 +1 +0.1%
GSWM
107
Golden State Wealth Management
California
$28K +$38.8K +1,050 New
EP
108
Eudaimonia Partners
Tennessee
$27K +$13.5K +364 +54%
SWM
109
Sugarloaf Wealth Management
Georgia
$22K – – –
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$17K – – –
Arkadios Wealth Advisors
111
Arkadios Wealth Advisors
Georgia
$16.9K -$12.4K -335 -34%
Benjamin F. Edwards & Company
112
Benjamin F. Edwards & Company
Missouri
$15K – – –
APA
113
American Portfolios Advisors
New York
$13.4K – – –
TL
114
TrueWealth LLC
Georgia
$13K – – –
Sowell Financial Services
115
Sowell Financial Services
Arkansas
$12K +$16.6K +450 New
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$10K – – –
PCA
117
Providence Capital Advisors
North Carolina
$10K – – –
GEA
118
Glen Eagle Advisors
New Jersey
$8.09K – – –
JPLA
119
Joseph P. Lucia & Associates
New York
$8K – – –
Bartlett & Co Wealth Management
120
Bartlett & Co Wealth Management
Ohio
$4.36K – – –
Ameritas Investment Partners
121
Ameritas Investment Partners
Nebraska
$4K +$37 +1 +0.6%
Bartlett & Co
122
Bartlett & Co
Ohio
$4K +$6.1K +165 New
WPA
123
West Paces Advisors
Georgia
$2.22K – – –
Allworth Financial
124
Allworth Financial
California
$2K – – –
BWA
125
BDO Wealth Advisors
Florida
$2K – – –