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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65.6M +$17.6M +563,715 +38%
3AM
2
3D Asset Management
Connecticut
$31.7M -$1.57M -50,352 -5%
UBS Group
3
UBS Group
Switzerland
$30.2M +$6.47M +207,297 +28%
Bank of America
4
Bank of America
North Carolina
$29.7M +$2.84M +91,002 +11%
SB
5
Suntrust Banks
Georgia
$17M +$3.17M +101,490 +24%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.3M +$5.59M +179,094 +55%
LPL Financial
7
LPL Financial
California
$15.6M +$52.7K +1,689 +0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$14.5M +$1.42M +45,435 +11%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$12M +$11.2M +357,957 +2,450%
GA
10
Gateway Advisory
New Jersey
$10M +$30.1K +966 +0.3%
GI
11
Gradient Investments
Minnesota
$9M +$8.73M +279,822 New
Wells Fargo
12
Wells Fargo
California
$7.36M -$623K -19,968 -8%
NFC
13
Northeast Financial Consultants
Connecticut
$6.02M +$3.57M +114,291 +157%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.5M +$827K +26,520 +23%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.4M +$219K +7,020 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.56M +$114K +3,648 +3%
SG Americas Securities
17
SG Americas Securities
New York
$3.42M +$3.32M +106,434 New
VC
18
Vicus Capital
Pennsylvania
$3.18M +$4.02K +129 +0.1%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$2.4M +$565K +18,120 +32%
SCA
20
Strategic Capital Alternatives
United States
$2.19M -$718K -23,007 -25%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2M +$512K +16,410 +36%
HT
22
Hefren-Tillotson
Pennsylvania
$1.98M +$458K +14,694 +31%
MAA
23
Managed Account Advisors
New Jersey
$1.28M +$1.24M +39,651 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.22M +$1.18M +37,776 New
CANC
25
Culbertson A N & Co
Virginia
$1.15M