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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
101
Financial Counselors Inc
Kansas
$211K +$190K +3,683 New
IA
102
Insight Advisors
Pennsylvania
$204K +$184K +3,563 New
Dana Investment Advisors
103
Dana Investment Advisors
Wisconsin
$202K +$182K +3,516 New
PWP
104
Principle Wealth Partners
Connecticut
$201K +$181K +3,500 New
Montag & Associates
105
Montag & Associates
Georgia
$182K +$620 +12 +0.4%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$161K -$61.6K -1,191 -30%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$142K -$10.9K -210 -8%
DFA
108
DHJJ Financial Advisors
Illinois
$136K – – –
Ancora Advisors
109
Ancora Advisors
Ohio
$127K – – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$87.5K – – –
Franklin Resources
111
Franklin Resources
California
$86.1K – – –
US Bancorp
112
US Bancorp
Minnesota
$71.7K – – –
CAL
113
Capital Advisors Ltd
Ohio
$71K – – –
HWM
114
Horizons Wealth Management
North Carolina
$70.8K -$8.37K -162 -12%
Advisory Services Network
115
Advisory Services Network
Georgia
$69.9K +$63K +1,218 New
FCMT
116
Founders Capital Management (Texas)
Texas
$58.7K – – –
WhitTier Trust Company
117
WhitTier Trust Company
Nevada
$51.6K – – –
Global Retirement Partners
118
Global Retirement Partners
California
$49.7K -$1.08K -21 -2%
CPA
119
Clear Point Advisors
New York
$47.6K +$42.9K +830 New
William Blair & Company
120
William Blair & Company
Illinois
$43.9K – – –
SWM
121
Sugarloaf Wealth Management
Georgia
$43K – – –
Citigroup
122
Citigroup
New York
$36.9K – – –
NFSG
123
Newbridge Financial Services Group
Florida
$36.3K – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$33.3K +$30K +580 New
Benjamin F. Edwards & Company
125
Benjamin F. Edwards & Company
Missouri
$33K – – –