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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kaydan Wealth Management
Michigan
$215K +$207K +3,450 New
DIA
102
Dana Investment Advisors
Wisconsin
$213K +$204K +3,410 New
TIAA Trust, National Association
103
TIAA Trust, National Association
North Carolina
$211K +$203K +3,389 New
APA
104
Astoria Portfolio Advisors
New York
$211K +$203K +3,377 New
KWA
105
Kingswood Wealth Advisors
California
$207K +$199K +3,323 New
RIS
106
Retirement Income Solutions
Michigan
$205K +$197K +3,291 New
BMD
107
Better Money Decisions
New Mexico
$201K +$194K +3,231 New
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$201K -$40.2K -670 -17%
MA
109
Montag & Associates
Georgia
$199K +$540 +9 +0.3%
AA
110
Ancora Advisors
Ohio
$150K
DFA
111
DHJJ Financial Advisors
Illinois
$148K
GRP
112
Global Retirement Partners
California
$135K -$240 -4 -0.2%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$87.5K
US Bancorp
114
US Bancorp
Minnesota
$77.9K
CAL
115
Capital Advisors Ltd
Ohio
$77K
HWM
116
Horizons Wealth Management
North Carolina
$76.9K
FFL
117
Financial Freedom LLC
Ohio
$66.5K
NB
118
NBT Bank
New York
$65.9K +$77.2K +1,288 New
WTC
119
WhitTier Trust Company
Nevada
$56.1K
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$52.4K +$33.8K +563 +203%
William Blair & Company
121
William Blair & Company
Illinois
$47.7K
SWM
122
Sugarloaf Wealth Management
Georgia
$46.7K
CPA
123
Clear Point Advisors
New York
$41K +$120 +2 +0.3%
Citigroup
124
Citigroup
New York
$40.1K
NFSG
125
Newbridge Financial Services Group
Florida
$39.4K