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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.1M -$8.06M -268,938 -13%
UBS Group
2
UBS Group
Switzerland
$31.8M +$5.98M +199,341 +22%
3AM
3
3D Asset Management
Connecticut
$28M +$31.8K +1,062 +0.1%
Bank of America
4
Bank of America
North Carolina
$27.8M -$4.49M -149,739 -14%
SB
5
Suntrust Banks
Georgia
$23.4M +$3.67M +122,598 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17.5M +$379K +12,648 +2%
LPL Financial
7
LPL Financial
California
$15.8M +$8.52M +284,337 +107%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$11.1M +$1.06M +35,262 +10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.39M +$4.85M +161,706 +127%
NFC
10
Northeast Financial Consultants
Connecticut
$8.13M -$1.23M -41,100 -13%
GA
11
Gateway Advisory
New Jersey
$7.79M -$964K -32,157 -11%
Wells Fargo
12
Wells Fargo
California
$6.22M -$488K -16,293 -7%
Goldman Sachs
13
Goldman Sachs
New York
$5.03M +$5.19M +173,199 New
TA
14
TMD & Associates
Arizona
$4.91M +$5.06M +168,906 New
HighTower Advisors
15
HighTower Advisors
Illinois
$4.9M +$224K +7,470 +5%
Citadel Advisors
16
Citadel Advisors
Florida
$4.24M +$2.11M +70,488 +94%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.86M -$12K -399 -0.3%
AIG
18
American International Group
New York
$3.49M +$154K +5,136 +4%
VC
19
Vicus Capital
Pennsylvania
$3.48M +$665K +22,176 +23%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.76M -$33.6K -1,122 -1%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$2.69M +$41.5K +1,383 +2%
AIM
22
Advantage Investment Management
Iowa
$2.19M +$85.9K +2,865 +4%
HT
23
Hefren-Tillotson
Pennsylvania
$2.15M +$16.4K +546 +0.7%
MFS
24
MSI Financial Services
Massachusetts
$2.09M +$961K +32,046 +80%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.97M +$91.6K +3,057 +5%