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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CF
151
Centaurus Financial
California
$116K +$362 +5 +0.3%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$103K – – –
CAL
153
Capital Advisors Ltd
Ohio
$93K – – –
GSWM
154
Golden State Wealth Management
California
$79.6K – – –
AssetMark Inc
155
AssetMark Inc
California
$76.4K – – –
WTC
156
WhitTier Trust Company
Nevada
$67.4K – – –
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$59.7K +$3.48K +48 +6%
CCWM
158
Cassaday & Co Wealth Management
Virginia
$56.4K – – –
AWM
159
AE Wealth Management
Kansas
$54.5K – – –
NFSG
160
Newbridge Financial Services Group
Florida
$47.9K – – –
EWM
161
EPG Wealth Management
Georgia
$43.1K +$41.2K +569 New
OC
162
Oakworth Capital
Alabama
$42K – – –
CFD
163
Creative Financial Designs
Indiana
$41.5K – – –
BlackRock
164
BlackRock
New York
$35.2K +$33.7K +465 New
CA
165
Continuum Advisory
Idaho
$34.5K +$33K +455 New
QWM
166
Quaker Wealth Management
New Jersey
$33.3K -$725 -10 -2%
TCOV
167
Trust Company of Vermont
Vermont
$30.3K +$29K +400 New
GSEP
168
Golden State Equity Partners
California
$27.9K -$565K -7,802 -95%
IA
169
IFP Advisors
Florida
$26K +$24.9K +343 New
GEA
170
Glen Eagle Advisors
New Jersey
$23.2K – – –
NS
171
NBC Securities
Alabama
$22.1K – – –
AAS
172
Ameritas Advisory Services
Nebraska
$17.3K +$16.5K +228 New
PMFA
173
Plante Moran Financial Advisors
Michigan
$17.3K – – –
EWM
174
Evolution Wealth Management
Florida
$15.2K – – –
CAM
175
Chesapeake Asset Management
New York
$13.3K +$12.7K +175 New