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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Dana Investment Advisors
101
Dana Investment Advisors
Wisconsin
$211K +$206K +3,742 New
Parametric Portfolio Associates
102
Parametric Portfolio Associates
Washington
$210K +$205K +3,730 New
OFG
103
Oxford Financial Group
Indiana
$203K +$198K +3,600 New
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$202K +$198K +3,594 New
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$179K +$5.11K +93 +3%
Montag & Associates
106
Montag & Associates
Georgia
$173K +$385 +7 +0.2%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$172K – – –
CFO
108
CVA Family Office
Colorado
$164K +$81.9K +1,490 +104%
CF
109
Centaurus Financial
California
$142K +$330 +6 +0.2%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$133K +$76.8K +1,396 +145%
EWM
111
EPG Wealth Management
Georgia
$126K +$32.1K +583 +35%
Ancora Advisors
112
Ancora Advisors
Ohio
$116K – – –
EIP
113
Ellis Investment Partners
Pennsylvania
$113K +$330 +6 +0.3%
AF
114
Advisornet Financial
Minnesota
$94K -$18.3K -332 -17%
Franklin Resources
115
Franklin Resources
California
$84K – – –
GLLW
116
Graves Light Lenhart Wealth
Virginia
$84K – – –
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$70K – – –
CAL
118
Capital Advisors Ltd
Ohio
$69K – – –
APA
119
American Portfolios Advisors
New York
$63.7K – – –
TSWM
120
Tyler-Stone Wealth Management
Ohio
$51K +$50.3K +915 New
SWM
121
Sugarloaf Wealth Management
Georgia
$47K – – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$47K +$9.4K +171 +26%
William Blair & Company
123
William Blair & Company
Illinois
$43K – – –
TFS
124
TrustCore Financial Services
Tennessee
$41K – – –
JP Morgan Chase
125
JP Morgan Chase
New York
$40K – – –