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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
126
Trust Company of Vermont
Vermont
$23.1K – – –
GWSG
127
GPS Wealth Strategies Group
Colorado
$20K -$2.87K -49 -12%
Harbour Investments
128
Harbour Investments
Wisconsin
$19K +$59 +1 +0.3%
GEA
129
Glen Eagle Advisors
New Jersey
$17.7K – – –
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$16K -$123K -2,102 -88%
NS
131
NBC Securities
Alabama
$16K – – –
RWMG
132
Redwood Wealth Management Group
New Jersey
$12.4K +$12.5K +214 New
NRC
133
New Republic Capital
North Carolina
$12.2K +$12.3K +211 New
TWP
134
Triad Wealth Partners
Kansas
$12.2K +$12.3K +211 New
EWM
135
EPG Wealth Management
Georgia
$10.1K -$10.2K -174 Closed
RWM
136
Ruedi Wealth Management
Illinois
$9.19K – – –
Spire Wealth Management
137
Spire Wealth Management
Virginia
$7.22K – – –
TAM
138
Tucker Asset Management
Colorado
$6.6K – – –
TSWM
139
Tyler-Stone Wealth Management
Ohio
$5.78K +$5.85K +100 New
BlackRock
140
BlackRock
New York
$5.2K – – –
MFT
141
Moisand Fitzgerald Tamayo
Florida
$4.91K +$4.97K +85 New
RA
142
Ransom Advisory
Rhode Island
$3.93K – – –
AEPWM
143
Atlantic Edge Private Wealth Management
Florida
$2.6K – – –
CP
144
Castleview Partners
Texas
$2.48K – – –
Smartleaf Asset Management
145
Smartleaf Asset Management
Massachusetts
$2.46K +$1.11K +19 +79%
AssetMark Inc
146
AssetMark Inc
California
$58 – – –
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
– -$2.88M -47,225 Closed
CWA
148
CM Wealth Advisors
Ohio
– -$2.07M -34,842 Closed
HWP
149
Hibernia Wealth Partners
Louisiana
– -$700K -11,475 Closed
Dana Investment Advisors
150
Dana Investment Advisors
Wisconsin
– -$215K -3,516 Closed