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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
Horizons Wealth Management
North Carolina
$73.9K – – –
US Bancorp
102
US Bancorp
Minnesota
$66.2K – – –
CAL
103
Capital Advisors Ltd
Ohio
$65K – – –
FCMT
104
Founders Capital Management (Texas)
Texas
$54.2K – – –
Global Retirement Partners
105
Global Retirement Partners
California
$48.5K -$8.73K -176 -16%
WhitTier Trust Company
106
WhitTier Trust Company
Nevada
$47.6K – – –
William Blair & Company
107
William Blair & Company
Illinois
$40.5K – – –
SWM
108
Sugarloaf Wealth Management
Georgia
$39.7K +$50 +1 +0.1%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$38.5K +$9.97K +201 +38%
NFSG
110
Newbridge Financial Services Group
Florida
$33.5K – – –
Benjamin F. Edwards & Company
111
Benjamin F. Edwards & Company
Missouri
$30K – – –
IGWM
112
ICA Group Wealth Management
Colorado
$29.4K – – –
OC
113
Oakworth Capital
Alabama
$29.3K – – –
CFD
114
Creative Financial Designs
Indiana
$29K – – –
SIS
115
Sound Income Strategies
Florida
$28.9K +$27K +545 New
NIC
116
Northwest Investment Counselors
Oregon
$28K +$99 +2 +0.4%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$27K +$10.4K +210 +70%
NCM
118
Northwest Capital Management
Oregon
$27K +$25.3K +510 New
First Horizon Advisors
119
First Horizon Advisors
Tennessee
$22.5K +$99 +2 +0.5%
TCOV
120
Trust Company of Vermont
Vermont
$21.2K – – –
Harbour Investments
121
Harbour Investments
Wisconsin
$17.2K – – –
GEA
122
Glen Eagle Advisors
New Jersey
$16.2K – – –
UMB Bank
123
UMB Bank
Missouri
$13.5K +$5.96K +120 +89%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$13.3K -$69.6K -1,403 -86%
CAM
125
Chesapeake Asset Management
New York
$12K +$11.3K +227 New