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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$221K +$29.7K +475 +15%
PRTG
102
Post Resch Tallon Group
New York
$220K -$2.5K -40 -1%
FCI
103
Financial Counselors Inc
Kansas
$220K
RWP
104
Revolve Wealth Partners
New Jersey
$216K +$226K +3,616 New
BWA
105
BlueChip Wealth Advisors
Georgia
$215K +$225K +3,610 New
FI
106
Financial Insights
Washington
$212K -$159K -2,548 -42%
PWP
107
Principle Wealth Partners
Connecticut
$209K
KWM
108
Kaydan Wealth Management
Michigan
$206K
DIA
109
Dana Investment Advisors
Wisconsin
$203K
Comerica Bank
110
Comerica Bank
Texas
$194K -$27K -433 -12%
MA
111
Montag & Associates
Georgia
$192K +$624 +10 +0.3%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$171K +$312 +5 +0.2%
AA
113
Ancora Advisors
Ohio
$153K
DFA
114
DHJJ Financial Advisors
Illinois
$141K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$83.6K
US Bancorp
116
US Bancorp
Minnesota
$74.5K
HWM
117
Horizons Wealth Management
North Carolina
$73.5K
CAL
118
Capital Advisors Ltd
Ohio
$73K
FFL
119
Financial Freedom LLC
Ohio
$63.6K
GSWM
120
Golden State Wealth Management
California
$62.6K
WTC
121
WhitTier Trust Company
Nevada
$53.6K
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$46.8K
NFSG
123
Newbridge Financial Services Group
Florida
$37.7K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$33.9K +$19.7K +315 +123%
OC
125
Oakworth Capital
Alabama
$33K