We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
126
Ranch Capital Advisors
Florida
$1K -$4.88K -132 -70%
BlackRock
127
BlackRock
New York
$1K -$2.81K -76 -75%
Gradient Investments
128
Gradient Investments
Minnesota
$1K – – –
TLIC
129
Taiyo Life Insurance Company
Japan
– -$37M -880,000 Closed
Orgel Wealth Management
130
Orgel Wealth Management
Wisconsin
– -$6.95M -158,349 Closed
AE Wealth Management
131
AE Wealth Management
Kansas
– -$4.69M -111,425 Closed
MWM
132
Marietta Wealth Management
Georgia
– -$4.63M -110,078 Closed
OL
133
Optas LLC
Texas
– -$3.59M -85,381 Closed
BFG
134
Barber Financial Group
Kansas
– -$3.09M -73,510 Closed
SA
135
Stewardship Advisors
Pennsylvania
– -$3.07M -72,896 Closed
CA
136
Continuum Advisory
Idaho
– -$2.36M -56,060 Closed
Simplicity Solutions
137
Simplicity Solutions
Minnesota
– -$2.23M -53,010 Closed
S
138
Surevest
California
– -$2.18M -51,766 Closed
Goldman Sachs
139
Goldman Sachs
New York
– -$1.05M -24,860 Closed
QWM
140
Quaker Wealth Management
New Jersey
– -$775K -18,413 Closed
AWA
141
Arete Wealth Advisors
Illinois
– -$563K -13,725 Closed
PIA
142
Perennial Investment Advisors
California
– -$524K -12,457 Closed
Independent Advisor Alliance
143
Independent Advisor Alliance
North Carolina
– -$493K -11,706 Closed
CAM
144
Covenant Asset Management
New Jersey
– -$487K -11,568 Closed
OCPWS
145
One Charles Private Wealth Services
Massachusetts
– -$452K -10,741 Closed
CreativeOne Wealth
146
CreativeOne Wealth
Kansas
– -$402K -9,554 Closed
Cerity Partners
147
Cerity Partners
New York
– -$379K -9,000 Closed
PTC
148
Private Trust Company
Ohio
– -$356K -8,481 Closed
Buckingham Strategic Wealth
149
Buckingham Strategic Wealth
Missouri
– -$314K -7,460 Closed
EW
150
Element Wealth
Mississippi
– -$303K -7,200 Closed