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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$34K +$55 +1 +0.2%
BFEC
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%
HI
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
CWS
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
SWM
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
TF
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
GKWIM
150
Gerber Kawasaki Wealth & Investment Management
California
-$48K -834 Closed