We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$79K – – –
GLLW
102
Graves Light Lenhart Wealth
Virginia
$79K – – –
CAL
103
Capital Advisors Ltd
Ohio
$65K – – –
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$65K – – –
APA
105
American Portfolios Advisors
New York
$59.3K – – –
SWM
106
Sugarloaf Wealth Management
Georgia
$43K – – –
William Blair & Company
107
William Blair & Company
Illinois
$40K – – –
TFS
108
TrustCore Financial Services
Tennessee
$38K – – –
JP Morgan Chase
109
JP Morgan Chase
New York
$37K – – –
First Horizon Advisors
110
First Horizon Advisors
Tennessee
$31K -$9.9K -187 -23%
Benjamin F. Edwards & Company
111
Benjamin F. Edwards & Company
Missouri
$30K – – –
CFD
112
Creative Financial Designs
Indiana
$29K – – –
GWSG
113
GPS Wealth Strategies Group
Colorado
$28K – – –
RG
114
Retirement Group
California
$27K +$106 +2 +0.4%
COCM
115
Charter Oak Capital Management
New Hampshire
$25K – – –
Barclays
116
Barclays
United Kingdom
$19K +$19K +358 New
Harbour Investments
117
Harbour Investments
Wisconsin
$17K – – –
GEA
118
Glen Eagle Advisors
New Jersey
$16K – – –
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$16K +$16K +303 New
US Bancorp
120
US Bancorp
Minnesota
$9K – – –
JPLA
121
Joseph P. Lucia & Associates
New York
$8K – – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$7K +$1.11K +21 +19%
Spire Wealth Management
123
Spire Wealth Management
Virginia
$7K +$6.62K +125 New
BWA
124
BDO Wealth Advisors
Florida
$5K – – –
JGIA
125
Jackson Grant Investment Advisers
Connecticut
$4K – – –