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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$30K
OC
127
Oakworth Capital
Alabama
$30K
MCC
128
Money Concepts Capital
Florida
$30K +$29.3K +540 New
NIC
129
Northwest Investment Counselors
Oregon
$28K +$54 +1 +0.2%
RG
130
Retirement Group
California
$28K +$54 +1 +0.2%
COCM
131
Charter Oak Capital Management
New Hampshire
$26K
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$18K +$16.3K +300 +750%
T
133
TCWP
Ohio
$17K +$16.9K +311 New
GEA
134
Glen Eagle Advisors
New Jersey
$16.7K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$16K -$9.77K -180 -38%
US Bancorp
136
US Bancorp
Minnesota
$9K
GI
137
Gradient Investments
Minnesota
$9K +$9.33K +172 New
TFP
138
Tilia Fiduciary Partners
North Carolina
$8K
JPLA
139
Joseph P. Lucia & Associates
New York
$8K +$8.14K +150 New
SWM
140
Spire Wealth Management
Virginia
$7K
BWA
141
BDO Wealth Advisors
Florida
$5K
LPP
142
Life Planning Partners
Florida
$5K +$5.26K +97 New
JGIA
143
Jackson Grant Investment Advisers
Connecticut
$4K +$4.39K +81 New
AssetMark Inc
144
AssetMark Inc
California
$2K -$18.1K -333 -89%
CP
145
Castleview Partners
Texas
$2K +$2.33K +43 New
SCA
146
Stonebridge Capital Advisors
Minnesota
$1K +$922 +17 New
FTUS
147
Flow Traders U.S.
New York
-$646K -11,475 Closed
BCM
148
Brookstone Capital Management
Illinois
-$586K -10,438 Closed
WA
149
Win Advisors
Florida
-$367K -6,513 Closed
Betterment LLC
150
Betterment LLC
New York
-$252K -4,485 Closed