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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
Horizons Wealth Management
North Carolina
$73K +$70.7K +1,395 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$70K – – –
Franklin Resources
103
Franklin Resources
California
$69K – – –
GLLW
104
Graves Light Lenhart Wealth
Virginia
$69K – – –
AF
105
Advisornet Financial
Minnesota
$65K -$6.54K -129 -8%
US Bancorp
106
US Bancorp
Minnesota
$65K +$63.4K +1,250 +744%
CAL
107
Capital Advisors Ltd
Ohio
$57K – – –
APA
108
American Portfolios Advisors
New York
$52K – – –
SWM
109
Sugarloaf Wealth Management
Georgia
$38K – – –
William Blair & Company
110
William Blair & Company
Illinois
$35K – – –
TFS
111
TrustCore Financial Services
Tennessee
$33K – – –
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$28K +$14.7K +290 +85%
Benjamin F. Edwards & Company
113
Benjamin F. Edwards & Company
Missouri
$26K – – –
CFD
114
Creative Financial Designs
Indiana
$25K – – –
OC
115
Oakworth Capital
Alabama
$25K – – –
RG
116
Retirement Group
California
$24K +$101 +2 +0.4%
NIC
117
Northwest Investment Counselors
Oregon
$24K +$152 +3 +0.6%
COCM
118
Charter Oak Capital Management
New Hampshire
$22K – – –
First Horizon Advisors
119
First Horizon Advisors
Tennessee
$19K +$21.2K +418 New
Harbour Investments
120
Harbour Investments
Wisconsin
$15K +$16.5K +325 New
GEA
121
Glen Eagle Advisors
New Jersey
$14.1K – – –
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
PTC
123
Private Trust Company
Ohio
$9K +$10.1K +200 New
JPLA
124
Joseph P. Lucia & Associates
New York
$7K – – –
TFP
125
Tilia Fiduciary Partners
North Carolina
$7K +$51 +1 +0.7%