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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$52K +$18.6K +269 +53%
CCWM
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%
AWM
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
TWIM
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
TRCT
172
Tower Research Capital (TRC)
New York
$134 +$138 +2 New
WWM
173
Westwood Wealth Management
California
-$2.9M -43,341 Closed
FG
174
Foster Group
Iowa
-$1.3M -19,404 Closed
HF
175
HRT Financial
New York
-$596K -8,927 Closed