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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$6K
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$5K -$104K -2,056 -95%
TCWM
128
Total Clarity Wealth Management
Illinois
$5K +$5.63K +111 New
JGIA
129
Jackson Grant Investment Advisers
Connecticut
$4K
LPP
130
Life Planning Partners
Florida
$4K
CP
131
Castleview Partners
Texas
$3.25K +$456 +9 +21%
BWA
132
BDO Wealth Advisors
Florida
$2K -$2.28K -45 -50%
SCA
133
Stonebridge Capital Advisors
Minnesota
$2K +$1.82K +36 +212%
TCWA
134
Ten Capital Wealth Advisors
Washington
$2K +$1.93K +38 New
IFAM
135
Institutional & Family Asset Management
Colorado
-$1.06M -19,346 Closed
BFS
136
Bradley Foster & Sargent
Connecticut
-$943K -17,240 Closed
AWS
137
Atria Wealth Solutions
New York
-$599K -10,959 Closed
RF
138
Resolute Financial
Massachusetts
-$557K -10,182 Closed
VWA
139
V Wealth Advisors
Kansas
-$270K -4,942 Closed
SOS
140
Silver Oak Securities
Tennessee
-$240K -4,501 Closed
NGA
141
Naples Global Advisors
Florida
-$243K -4,444 Closed
KWM
142
Kingsview Wealth Management
Oregon
-$241K -4,408 Closed
HIS
143
Harvest Investment Services
Illinois
-$237K -4,345 Closed
HWM
144
Howard Wealth Management
Connecticut
-$233K -4,270 Closed
AWA
145
Arete Wealth Advisors
Illinois
-$223K -4,071 Closed
SF
146
SBK Financial
Virginia
-$218K -3,990 Closed
DIA
147
Dana Investment Advisors
Wisconsin
-$205K -3,742 Closed
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
-$167K -3,057 Closed
CF
149
Centaurus Financial
California
-$138K -2,524 Closed
CT
150
Cambridge Trust
Massachusetts
-$51K -930 Closed