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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
First Horizon Advisors
126
First Horizon Advisors
Tennessee
$34K +$55 +1 +0.2%
Benjamin F. Edwards & Company
127
Benjamin F. Edwards & Company
Missouri
$32K – – –
CFD
128
Creative Financial Designs
Indiana
$31K – – –
OC
129
Oakworth Capital
Alabama
$31K +$30.5K +554 New
RG
130
Retirement Group
California
$29K +$110 +2 +0.4%
NIC
131
Northwest Investment Counselors
Oregon
$29K +$28.5K +518 New
COCM
132
Charter Oak Capital Management
New Hampshire
$27K – – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$27K +$26.4K +480 New
AssetMark Inc
134
AssetMark Inc
California
$21K +$20.4K +371 +12,367%
Harbour Investments
135
Harbour Investments
Wisconsin
$18K – – –
GEA
136
Glen Eagle Advisors
New Jersey
$17.2K – – –
SCA
137
Snowden Capital Advisors
New York
$14K +$14K +255 New
Confluence Wealth Services
138
Confluence Wealth Services
Pennsylvania
$11K +$11K +200 New
US Bancorp
139
US Bancorp
Minnesota
$9K – – –
TFP
140
Tilia Fiduciary Partners
North Carolina
$8K +$8.14K +148 New
Spire Wealth Management
141
Spire Wealth Management
Virginia
$7K – – –
BWA
142
BDO Wealth Advisors
Florida
$5K – – –
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$2K – – –
RDIA
144
RE Dickinson Investment Advisors
Iowa
$2K +$1.92K +35 New
Citadel Advisors
145
Citadel Advisors
Florida
– -$1.97M -37,817 Closed
TIAA FSB
146
TIAA FSB
Florida
– -$789K -15,172 Closed
Bank of New York Mellon
147
Bank of New York Mellon
New York
– -$476K -9,159 Closed
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
– -$227K -4,371 Closed
BMD
149
Better Money Decisions
New Mexico
– -$164K -3,153 Closed
Gerber Kawasaki Wealth & Investment Management
150
Gerber Kawasaki Wealth & Investment Management
California
– -$48K -834 Closed