We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
EPG Wealth Management
Georgia
$28K +$31.2K +640 New
BFEC
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%
FHA
108
First Horizon Advisors
Tennessee
$18K +$97 +2 +0.5%
HI
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
AWA
120
Arkadios Wealth Advisors
Georgia
-$512K -11,146 Closed
FTUS
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
CAN
124
Cetera Advisor Networks
California
-$232K -5,043 Closed
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
-$221K -4,818 Closed