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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
EPG Wealth Management
Georgia
$28K +$31.2K +640 New
Benjamin F. Edwards & Company
102
Benjamin F. Edwards & Company
Missouri
$25K – – –
CFD
103
Creative Financial Designs
Indiana
$24K – – –
OC
104
Oakworth Capital
Alabama
$24K – – –
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$23K -$4.38K -90 -14%
NIC
106
Northwest Investment Counselors
Oregon
$23K +$97 +2 +0.4%
RG
107
Retirement Group
California
$22K -$1.12K -23 -4%
First Horizon Advisors
108
First Horizon Advisors
Tennessee
$18K +$97 +2 +0.5%
Harbour Investments
109
Harbour Investments
Wisconsin
$15K – – –
GEA
110
Glen Eagle Advisors
New Jersey
$13.5K – – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
PTC
112
Private Trust Company
Ohio
$9K – – –
TFP
113
Tilia Fiduciary Partners
North Carolina
$7K +$97 +2 +1%
LPP
114
Life Planning Partners
Florida
$4.27K – – –
JGIA
115
Jackson Grant Investment Advisers
Connecticut
$4K – – –
CP
116
Castleview Partners
Texas
$2K -$438 -9 -17%
BWA
117
BDO Wealth Advisors
Florida
$2K – – –
TCWA
118
Ten Capital Wealth Advisors
Washington
$2K – – –
AIP
119
Almanack Investment Partners
Pennsylvania
$1K +$584 +12 New
Arkadios Wealth Advisors
120
Arkadios Wealth Advisors
Georgia
– -$512K -11,146 Closed
Flow Traders U.S.
121
Flow Traders U.S.
New York
– -$442K -9,619 Closed
OFS
122
OneAscent Financial Services
Alabama
– -$398K -8,665 Closed
TSWM
123
Tyler-Stone Wealth Management
Ohio
– -$296K -6,429 Closed
Cetera Advisor Networks
124
Cetera Advisor Networks
California
– -$232K -5,043 Closed
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
– -$221K -4,818 Closed