We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$32.6K – – –
GWSG
127
GPS Wealth Strategies Group
Colorado
$30.4K +$10.3K +165 +48%
NCM
128
Northwest Capital Management
Oregon
$30.3K -$62 -1 -0.2%
Allworth Financial
129
Allworth Financial
California
$30K +$8.24K +132 +34%
CA
130
Continuum Advisory
Idaho
$27.1K – – –
AE Wealth Management
131
AE Wealth Management
Kansas
$25.5K – – –
TCOV
132
Trust Company of Vermont
Vermont
$23.8K – – –
GEA
133
Glen Eagle Advisors
New Jersey
$18.2K – – –
NS
134
NBC Securities
Alabama
$17K +$18K +289 New
BA
135
Bristlecone Advisors
Washington
$11.9K -$8.12K -130 -39%
RWM
136
Ruedi Wealth Management
Illinois
$9.48K – – –
Brooklyn Investment Group
137
Brooklyn Investment Group
New York
$8.4K +$8.8K +141 New
SS
138
Sunbelt Securities
Texas
$5.96K +$6.25K +100 New
BlackRock
139
BlackRock
New York
$5.36K – – –
AEPWM
140
Atlantic Edge Private Wealth Management
Florida
$2.68K – – –
FWTB
141
First Western Trust Bank
Colorado
– -$3.87M -61,904 Closed
Bank of New York Mellon
142
Bank of New York Mellon
New York
– -$2.85M -45,652 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
– -$1.4M -22,472 Closed
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
– -$366K -5,851 Closed
APA
145
Astoria Portfolio Advisors
New York
– -$214K -3,377 Closed
TIAA Trust, National Association
146
TIAA Trust, National Association
North Carolina
– -$207K -3,310 Closed
RIS
147
Retirement Income Solutions
Michigan
– -$206K -3,291 Closed
AssetMark Inc
148
AssetMark Inc
California
– -$77.6K -1,241 Closed
Harbour Investments
149
Harbour Investments
Wisconsin
– -$20.7K -332 Closed
EWM
150
EPG Wealth Management
Georgia
– -$10.6K -169 Closed