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WisdomTree US MidCap Fund
EZM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Davenport & Co
1
Davenport & Co
Virginia
USD 67.4 M +USD 12 M +166,225 +23%
UBS Group
2
UBS Group
Switzerland
USD 39.9 M -USD 3.9 M -53,881 -9%
Morgan Stanley
3
Morgan Stanley
New York
USD 35.6 M +USD 675 k +9,320 +2%
Bank of America
4
Bank of America
North Carolina
USD 35.2 M -USD 2.17 M -29,961 -6%
Truist Financial
5
Truist Financial
North Carolina
USD 35 M +USD 1.63 M +22,485 +5%
LPL Financial
6
LPL Financial
California
USD 33.8 M +USD 1.26 M +17,385 +4%
FIM
7
Freedom Investment Management
Connecticut
USD 21.5 M -USD 708 k -9,774 -3%
Consolidated Planning Corp
8
Consolidated Planning Corp
Georgia
USD 20.3 M +USD 390 k +5,379 +2%
Baird Financial Group
9
Baird Financial Group
Wisconsin
USD 16.9 M -USD 7.28 M -100,438 -31%
IEQ Capital
10
IEQ Capital
California
USD 15.4 M – – –
Clearwater Capital Advisors
11
Clearwater Capital Advisors
Illinois
USD 14.6 M +USD 26.1 k +360 +0.2%
Private Advisor Group
12
Private Advisor Group
New Jersey
USD 13.4 M +USD 104 k +1,431 +0.8%
Steward Partners Investment Advisory
13
Steward Partners Investment Advisory
New York
USD 10.8 M +USD 2.71 M +37,452 +36%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 10.7 M -USD 761 k -10,500 -7%
JP Morgan Chase
15
JP Morgan Chase
New York
USD 9.19 M +USD 130 k +1,789 +1%
Wells Fargo
16
Wells Fargo
California
USD 8.7 M -USD 19.6 k -270 -0.2%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 8.69 M -USD 1.89 M -26,031 -19%
TF
18
Theory Financial
Colorado
USD 8.29 M +USD 1.44 M +19,830 +22%
Raymond James Financial
19
Raymond James Financial
Florida
USD 7.96 M -USD 163 k -2,251 -2%
PWM
20
Provident Wealth Management
Tennessee
USD 7.72 M +USD 167 k +2,307 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
USD 6.42 M +USD 28.6 k +395 +0.5%
Pinnacle Financial Partners (Georgia)
22
Pinnacle Financial Partners (Georgia)
Georgia
USD 6.39 M -USD 184 k -2,541 -3%
DKCM
23
Davidson Kahn Capital Management
California
USD 6.02 M -USD 82.2 k -1,135 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
USD 5.93 M -USD 146 k -2,012 -3%
Breakwater Capital Group
25
Breakwater Capital Group
New Jersey
USD 5.89 M -USD 147 k -2,024 -3%
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