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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$33.7K
QWM
152
Quaker Wealth Management
New Jersey
$30.5K
TCOV
153
Trust Company of Vermont
Vermont
$26.7K
QA
154
Quattro Advisors
Pennsylvania
$23.6K +$23.3K +353 New
GEA
155
Glen Eagle Advisors
New Jersey
$20.4K
NS
156
NBC Securities
Alabama
$19.4K +$132 +2 +0.7%
FFA
157
Farther Finance Advisors
California
$19.3K +$19.1K +289 New
PMFA
158
Plante Moran Financial Advisors
Michigan
$15.2K +$15.1K +228 New
EWM
159
Evolution Wealth Management
Florida
$13.4K +$13.2K +200 New
JFGIW
160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.2K
TAM
161
Tucker Asset Management
Colorado
$7.79K +$7.73K +117 New
SS
162
Sunbelt Securities
Texas
$6.68K
GRP
163
Global Retirement Partners
California
$6.15K -$14.4K -218 -70%
BlackRock
164
BlackRock
New York
$6.01K
PWPS
165
Pinnacle Wealth Planning Services
Ohio
$5.68K +$5.61K +85 New
RA
166
Ransom Advisory
Rhode Island
$4.54K +$4.49K +68 New
AEPWM
167
Atlantic Edge Private Wealth Management
Florida
$3.01K
QC
168
Quent Capital
New York
$2.67K +$2.64K +40 New
OA
169
Operose Advisors
Wisconsin
$1.6K +$1.58K +24 New
SA
170
Strategic Advocates
Utah
$539
Citadel Advisors
171
Citadel Advisors
Florida
-$253K -3,844 Closed
ASN
172
Advisory Services Network
Georgia
-$73.4K -1,114 Closed
AAS
173
Ameritas Advisory Services
Nebraska
-$14.9K -226 Closed
GWSG
174
GPS Wealth Strategies Group
Colorado
-$11.2K -169 Closed
BTI
175
Blue Trust Inc
Georgia
-$1.32K -20 Closed