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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
101
Graves Light Lenhart Wealth
Virginia
$76K – – –
Capital Analysts LLC
102
Capital Analysts LLC
Pennsylvania
$74K +$69.6K +1,451 New
CFO
103
CVA Family Office
Colorado
$73K – – –
CAL
104
Capital Advisors Ltd
Ohio
$63K – – –
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$63K – – –
APA
106
American Portfolios Advisors
New York
$57.6K – – –
EP
107
Eudaimonia Partners
Tennessee
$53K – – –
SWM
108
Sugarloaf Wealth Management
Georgia
$42K – – –
First Horizon Advisors
109
First Horizon Advisors
Tennessee
$40K – – –
William Blair & Company
110
William Blair & Company
Illinois
$39K -$38.3K -798 -51%
TFS
111
TrustCore Financial Services
Tennessee
$37K – – –
JP Morgan Chase
112
JP Morgan Chase
New York
$36K – – –
Avior Wealth Management
113
Avior Wealth Management
Nebraska
$31K +$29.4K +612 New
Benjamin F. Edwards & Company
114
Benjamin F. Edwards & Company
Missouri
$29K – – –
CFD
115
Creative Financial Designs
Indiana
$28K – – –
GWSG
116
GPS Wealth Strategies Group
Colorado
$27K +$25.7K +535 New
RG
117
Retirement Group
California
$26K +$48 +1 +0.2%
NIC
118
Northwest Investment Counselors
Oregon
$26K +$24.6K +512 New
COCM
119
Charter Oak Capital Management
New Hampshire
$24K – – –
Sowell Financial Services
120
Sowell Financial Services
Arkansas
$24K – – –
Harbour Investments
121
Harbour Investments
Wisconsin
$17K +$15.6K +325 New
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$16K – – –
GEA
123
Glen Eagle Advisors
New Jersey
$15.6K – – –
US Bancorp
124
US Bancorp
Minnesota
$9K – – –
SBL
125
Sargent Bickham Lagudis
Colorado
$9K +$8.88K +185 New