We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
First Horizon Advisors
101
First Horizon Advisors
Tennessee
$34K +$238 +6 +0.8%
TFS
102
TrustCore Financial Services
Tennessee
$32K +$19.7K +495 +215%
JP Morgan Chase
103
JP Morgan Chase
New York
$31K -$3.22K -81 -10%
RPWA
104
Regent Peak Wealth Advisors
Georgia
$31K +$28.2K +710 New
HWA
105
HCR Wealth Advisors
California
$28K -$3.97K -100 -13%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$26K +$20.9K +526 +809%
Benjamin F. Edwards & Company
107
Benjamin F. Edwards & Company
Missouri
$25K – – –
3LCM
108
3D/L Capital Management
Connecticut
$25K +$22.8K +575 New
CFD
109
Creative Financial Designs
Indiana
$24K – – –
RG
110
Retirement Group
California
$22K +$119 +3 +0.6%
COCM
111
Charter Oak Capital Management
New Hampshire
$21K +$18.7K +472 New
Sowell Financial Services
112
Sowell Financial Services
Arkansas
$20K – – –
Larson Financial Group
113
Larson Financial Group
Missouri
$20K +$18.3K +461 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$14K – – –
GEA
115
Glen Eagle Advisors
New Jersey
$13.3K – – –
SIAG
116
Safeguard Investment Advisory Group
California
$13K +$12K +301 New
US Bancorp
117
US Bancorp
Minnesota
$7K -$64.3K -1,620 -91%
JPLA
118
Joseph P. Lucia & Associates
New York
$7K +$5.96K +150 New
Ameritas Investment Partners
119
Ameritas Investment Partners
Nebraska
$4K -$1.95K -49 -31%
BWA
120
BDO Wealth Advisors
Florida
$4K – – –
Gradient Investments
121
Gradient Investments
Minnesota
$2K – – –
RCA
122
Ranch Capital Advisors
Florida
$2K – – –
IA
123
Inspire Advisors
Idaho
$2K +$2.1K +53 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$1K +$1.59K +40 New
HighTower Advisors
125
HighTower Advisors
Illinois
– -$5.89M -172,226 Closed