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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
151
Meristem Family Wealth
Minnesota
– -$294K -6,975 Closed
PWAP
152
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$286K -6,901 Closed
SMFS
153
Squar Milner Financial Services
California
– -$289K -6,884 Closed
WMA
154
Wealth Management Associates
New Jersey
– -$268K -6,375 Closed
JWCA
155
J.W. Cole Advisors
Florida
– -$258K -6,126 Closed
AC
156
Avestar Capital
New York
– -$251K -5,985 Closed
TFS
157
Thoroughbred Financial Services
Tennessee
– -$238K -5,657 Closed
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
– -$227K -5,395 Closed
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
– -$223K -5,337 Closed
Raymond James Trust
160
Raymond James Trust
Florida
– -$218K -5,170 Closed
BOK Financial
161
BOK Financial
Oklahoma
– -$215K -5,116 Closed
CWM
162
Cornerstone Wealth Management
Missouri
– -$214K -5,077 Closed
BFPW
163
BOK Financial Private Wealth
Colorado
– -$203K -4,827 Closed
Dana Investment Advisors
164
Dana Investment Advisors
Wisconsin
– -$203K -4,826 Closed
Busey Bank
165
Busey Bank
Illinois
– -$114K -2,714 Closed
MUFG Americas
166
MUFG Americas
New York
– -$105K -2,500 Closed
VCM
167
Vigilant Capital Management
Maine
– -$75K -1,772 Closed
LAS
168
Lloyd Advisory Services
Georgia
– -$27K -652 Closed
IWP
169
IAG Wealth Partners
Wisconsin
– -$21K -485 Closed
CAN
170
Claraphi Advisory Network
United States
– +$111 +3 New