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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
151
Allworth Financial
California
$52K +$18.6K +269 +53%
Cassaday & Co Wealth Management
152
Cassaday & Co Wealth Management
Virginia
$50K +$51.4K +744 New
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$49.7K -$69 -1 -0.1%
AE Wealth Management
154
AE Wealth Management
Kansas
$48.4K – – –
NFSG
155
Newbridge Financial Services Group
Florida
$42.5K – – –
OC
156
Oakworth Capital
Alabama
$37.2K – – –
CFD
157
Creative Financial Designs
Indiana
$36.8K – – –
QWM
158
Quaker Wealth Management
New Jersey
$30.2K -$484 -7 -2%
GEA
159
Glen Eagle Advisors
New Jersey
$20.6K – – –
NS
160
NBC Securities
Alabama
$19.6K – – –
PMFA
161
Plante Moran Financial Advisors
Michigan
$15.3K – – –
EWM
162
Evolution Wealth Management
Florida
$13.4K – – –
TIAA Wealth Investment Management
163
TIAA Wealth Investment Management
New York
$10.6K +$11.2K +162 New
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3K – – –
GCP
165
Gill Capital Partners
Colorado
$10.1K +$10.4K +150 New
Vanguard Advisers Inc
166
Vanguard Advisers Inc
Pennsylvania
$7.39K +$7.61K +110 New
PWPS
167
Pinnacle Wealth Planning Services
Ohio
$5.71K – – –
AEPWM
168
Atlantic Edge Private Wealth Management
Florida
$3.02K – – –
QC
169
Quent Capital
New York
$2.69K – – –
OA
170
Operose Advisors
Wisconsin
$1.61K – – –
SA
171
Strategic Advocates
Utah
$538 – – –
Tower Research Capital (TRC)
172
Tower Research Capital (TRC)
New York
$134 +$138 +2 New
WWM
173
Westwood Wealth Management
California
– -$2.9M -43,341 Closed
Foster Group
174
Foster Group
Iowa
– -$1.3M -19,404 Closed
HRT Financial
175
HRT Financial
New York
– -$596K -8,927 Closed