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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Principle Wealth Partners
Connecticut
$202K
MA
102
Montag & Associates
Georgia
$184K +$585 +10 +0.3%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$158K +$21.9K +375 +16%
AA
104
Ancora Advisors
Ohio
$139K
DFA
105
DHJJ Financial Advisors
Illinois
$137K
GRP
106
Global Retirement Partners
California
$126K +$74.7K +1,277 +143%
Franklin Resources
107
Franklin Resources
California
$86.7K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$81.1K -$7.14K -122 -8%
HWM
109
Horizons Wealth Management
North Carolina
$74.3K
US Bancorp
110
US Bancorp
Minnesota
$72.2K
CAL
111
Capital Advisors Ltd
Ohio
$71K
FFL
112
Financial Freedom LLC
Ohio
$61.6K +$62.4K +1,066 New
WTC
113
WhitTier Trust Company
Nevada
$52K
William Blair & Company
114
William Blair & Company
Illinois
$44.2K
SWM
115
Sugarloaf Wealth Management
Georgia
$43.3K
RIA
116
Realta Investment Advisors
Delaware
$40.5K
CPA
117
Clear Point Advisors
New York
$37.9K +$117 +2 +0.3%
Citigroup
118
Citigroup
New York
$37.2K
NFSG
119
Newbridge Financial Services Group
Florida
$36.5K
BFEC
120
Benjamin F. Edwards & Company
Missouri
$33K
OC
121
Oakworth Capital
Alabama
$32K
CFD
122
Creative Financial Designs
Indiana
$31.6K
NCM
123
Northwest Capital Management
Oregon
$29.5K
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$29K
CA
125
Continuum Advisory
Idaho
$26.3K