We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WT
101
Whittier Trust
California
$213K
DIA
102
Dana Investment Advisors
Wisconsin
$205K
PPA
103
Parametric Portfolio Associates
Washington
$205K +$1.41K +26 +0.7%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$183K +$9.55K +176 +6%
JP Morgan Chase
105
JP Morgan Chase
New York
$176K +$136K +2,500 +352%
MA
106
Montag & Associates
Georgia
$169K +$434 +8 +0.3%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$167K +$326 +6 +0.2%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$142K +$96.2K +1,773 +214%
CF
109
Centaurus Financial
California
$138K +$380 +7 +0.3%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$118K -$10.7K -198 -8%
AA
111
Ancora Advisors
Ohio
$113K
EIP
112
Ellis Investment Partners
Pennsylvania
$110K +$271 +5 +0.2%
AF
113
Advisornet Financial
Minnesota
$85K -$6.89K -127 -8%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$84K +$15.5K +286 +23%
Franklin Resources
115
Franklin Resources
California
$82K
GLLW
116
Graves Light Lenhart Wealth
Virginia
$82K
CAL
117
Capital Advisors Ltd
Ohio
$67K
APA
118
American Portfolios Advisors
New York
$61.8K
CT
119
Cambridge Trust
Massachusetts
$51K +$50.5K +930 New
SWM
120
Sugarloaf Wealth Management
Georgia
$45K
William Blair & Company
121
William Blair & Company
Illinois
$42K
TFS
122
TrustCore Financial Services
Tennessee
$40K
EWM
123
EPG Wealth Management
Georgia
$38K -$83.5K -1,539 -69%
QC
124
Quent Capital
New York
$36K +$35.5K +654 New
BFEC
125
Benjamin F. Edwards & Company
Missouri
$31K