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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Ancora Advisors
Ohio
$112K
CAS
102
Coppell Advisory Solutions
Texas
$97.7K +$107K +2,010 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$77.4K
Franklin Resources
104
Franklin Resources
California
$76.1K
HWM
105
Horizons Wealth Management
North Carolina
$70.8K
US Bancorp
106
US Bancorp
Minnesota
$63.4K
CAL
107
Capital Advisors Ltd
Ohio
$63K
FCMT
108
Founders Capital Management (Texas)
Texas
$51.9K
WTC
109
WhitTier Trust Company
Nevada
$45.7K
GRP
110
Global Retirement Partners
California
$45K
William Blair & Company
111
William Blair & Company
Illinois
$38.8K
SWM
112
Sugarloaf Wealth Management
Georgia
$38K
Citigroup
113
Citigroup
New York
$32.6K +$34.2K +643 New
NFSG
114
Newbridge Financial Services Group
Florida
$32.1K
BFEC
115
Benjamin F. Edwards & Company
Missouri
$29K
OC
116
Oakworth Capital
Alabama
$28.1K
CFD
117
Creative Financial Designs
Indiana
$27.8K
SIS
118
Sound Income Strategies
Florida
$27.7K
NIC
119
Northwest Investment Counselors
Oregon
$27K +$53 +1 +0.2%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$26K
NCM
121
Northwest Capital Management
Oregon
$25.9K
TCOV
122
Trust Company of Vermont
Vermont
$20.3K
HI
123
Harbour Investments
Wisconsin
$16.5K +$53 +1 +0.3%
GEA
124
Glen Eagle Advisors
New Jersey
$15.5K
NS
125
NBC Securities
Alabama
$14K +$15.2K +286 New