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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
126
Ameritas Investment Company
Nebraska
$15K +$15.2K +388 New
GEA
127
Glen Eagle Advisors
New Jersey
$12.1K +$12K +306 New
JPLA
128
Joseph P. Lucia & Associates
New York
$12K – – –
WP
129
WealthShield Partners
North Carolina
$12K +$12K +306 New
TC
130
Truvestments Capital
Florida
$11K – – –
Bartlett & Co
131
Bartlett & Co
Ohio
$7K – – –
Bartlett & Co Wealth Management
132
Bartlett & Co Wealth Management
Ohio
$6.51K – – –
Ameritas Investment Partners
133
Ameritas Investment Partners
Nebraska
$6K – – –
BWA
134
BDO Wealth Advisors
Florida
$4K – – –
BlackRock
135
BlackRock
New York
$4K – – –
Allworth Financial
136
Allworth Financial
California
$3K – – –
Advisory Services Network
137
Advisory Services Network
Georgia
$2K – – –
Gradient Investments
138
Gradient Investments
Minnesota
$2K – – –
RCG
139
Ruggie Capital Group
Florida
$1K +$783 +20 New
CWM
140
Capital Wealth Management
Rhode Island
– -$2.9M -72,534 Closed
Bank of New York Mellon
141
Bank of New York Mellon
New York
– -$1.76M -44,068 Closed
AEPG
142
American Economic Planning Group
New Jersey
– -$1.13M -28,205 Closed
SMFS
143
Squar Milner Financial Services
California
– -$1.02M -25,425 Closed
FAIM
144
Financial Advocates Investment Management
Washington
– -$416K -10,400 Closed
Mariner
145
Mariner
Kansas
– -$228K -5,712 Closed
Fisher Asset Management
146
Fisher Asset Management
Washington
– -$207K -5,181 Closed
CIAS
147
Capital Investment Advisory Services
North Carolina
– -$10K -249 Closed
Brinker Capital Investments
148
Brinker Capital Investments
Pennsylvania
– -$9K -234 Closed
AWMS
149
Advocacy Wealth Management Services
Georgia
– -$8K -200 Closed