We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
1
3D Asset Management
Connecticut
$66.5M +$667K +23,160 +1%
LPL Financial
2
LPL Financial
California
$18.1M +$2.75M +95,265 +18%
Morgan Stanley
3
Morgan Stanley
New York
$17.3M +$5.22M +181,152 +45%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M +$1.67M +58,047 +15%
U
5
UBS
Switzerland
$11.7M +$4.57M +158,640 +67%
Bank of America
6
Bank of America
North Carolina
$10.7M -$1.23M -42,525 -11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.22M +$1.28M +44,328 +19%
AIG
8
American International Group
New York
$7.89M +$759K +26,337 +11%
GA
9
Gateway Advisory
New Jersey
$6.48M +$6.3M +218,694 New
Wells Fargo
10
Wells Fargo
California
$6.25M +$1.78M +61,755 +41%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.85M +$17.2K +597 +0.6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.76M -$5.46M -189,648 -67%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.3M +$1.22M +42,348 +120%
SB
14
Suntrust Banks
Georgia
$2.28M +$1.57M +54,339 +238%
VC
15
Vicus Capital
Pennsylvania
$1.86M +$49.6K +1,722 +3%
PI
16
Placemark Investments
Illinois
$1.68M -$5.36K -186 -0.3%
VKH
17
Virtu KCG Holdings
New York
$1.46M +$1.42M +49,293 New
CWM
18
Concert Wealth Management
California
$1.2M -$4.32K -150 -0.4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.12M +$168K +5,847 +18%
CANC
20
Culbertson A N & Co
Virginia
$1.09M +$27.2K +945 +3%
NFC
21
Northeast Financial Consultants
Connecticut
$1.07M +$1.04M +36,150 New
Citigroup
22
Citigroup
New York
$846K +$32.6K +1,131 +4%
PTC
23
Private Trust Company
Ohio
$793K -$216K -7,500 -22%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$618K -$143K -4,968 -19%
FIM
25
Freedom Investment Management
Connecticut
$506K +$91.5K +3,174 +23%
1
2