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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Avantax Advisory Services
101
Avantax Advisory Services
Texas
$225K -$1.55K -27 -0.7%
Dana Investment Advisors
102
Dana Investment Advisors
Wisconsin
$215K – – –
PWP
103
Principle Wealth Partners
Connecticut
$214K – – –
KWM
104
Kaydan Wealth Management
Michigan
$211K +$198K +3,450 New
TIAA Trust, National Association
105
TIAA Trust, National Association
North Carolina
$207K +$195K +3,389 New
Bank of New York Mellon
106
Bank of New York Mellon
New York
$206K -$1.27M -22,073 -87%
IA
107
Insight Advisors
Pennsylvania
$202K -$14.2K -247 -7%
RIS
108
Retirement Income Solutions
Michigan
$201K +$189K +3,291 New
Montag & Associates
109
Montag & Associates
Georgia
$194K +$574 +10 +0.3%
Ancora Advisors
110
Ancora Advisors
Ohio
$147K +$11.5K +200 +9%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$145K -$24.5K -427 -15%
DFA
112
DHJJ Financial Advisors
Illinois
$145K – – –
Fidelity Investments
113
Fidelity Investments
Massachusetts
$144K -$7.18K -125 -5%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$93.1K – – –
Franklin Resources
115
Franklin Resources
California
$91.5K – – –
US Bancorp
116
US Bancorp
Minnesota
$76.3K – – –
CAL
117
Capital Advisors Ltd
Ohio
$75K – – –
HWM
118
Horizons Wealth Management
North Carolina
$70.8K – – –
WhitTier Trust Company
119
WhitTier Trust Company
Nevada
$54.9K – – –
Global Retirement Partners
120
Global Retirement Partners
California
$54.6K – – –
O'Shaughnessy Asset Management
121
O'Shaughnessy Asset Management
Connecticut
$53.7K +$50.5K +880 New
William Blair & Company
122
William Blair & Company
Illinois
$46.7K – – –
SWM
123
Sugarloaf Wealth Management
Georgia
$45.8K – – –
RIA
124
Realta Investment Advisors
Delaware
$42.7K +$40.2K +700 New
CPA
125
Clear Point Advisors
New York
$39.8K -$10.2K -177 -21%