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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PRTG
101
Post Resch Tallon Group
New York
$233K +$240K +3,750 New
TKP
102
Tallon Kerry Patrick
$233K +$240K +3,750 New
Comerica Bank
103
Comerica Bank
Texas
$231K +$256 +4 +0.1%
FCI
104
Financial Counselors Inc
Kansas
$230K
PWP
105
Principle Wealth Partners
Connecticut
$219K
KWM
106
Kaydan Wealth Management
Michigan
$216K
APA
107
Astoria Portfolio Advisors
New York
$214K
DIA
108
Dana Investment Advisors
Wisconsin
$213K
TIAA Trust, National Association
109
TIAA Trust, National Association
North Carolina
$207K -$5.06K -79 -2%
RIS
110
Retirement Income Solutions
Michigan
$206K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$202K
MA
112
Montag & Associates
Georgia
$201K +$705 +11 +0.3%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$179K +$151K +2,356 +462%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$163K -$214K -3,341 -56%
AA
115
Ancora Advisors
Ohio
$160K +$9.61K +150 +6%
DFA
116
DHJJ Financial Advisors
Illinois
$148K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$87.7K
US Bancorp
118
US Bancorp
Minnesota
$78.1K
AssetMark Inc
119
AssetMark Inc
California
$77.6K +$79.5K +1,241 New
HWM
120
Horizons Wealth Management
North Carolina
$77.1K
CAL
121
Capital Advisors Ltd
Ohio
$77K
FFL
122
Financial Freedom LLC
Ohio
$66.7K +$64 +1 +0.1%
GSWM
123
Golden State Wealth Management
California
$65.6K +$67.3K +1,050 New
WTC
124
WhitTier Trust Company
Nevada
$56.3K
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$49.1K -$3.52K -55 -7%