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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58.6M -$351K -11,088 -0.6%
UBS Group
2
UBS Group
Switzerland
$33.6M +$53.5K +1,692 +0.2%
SB
3
Suntrust Banks
Georgia
$30.1M +$1.08M +34,032 +4%
Bank of America
4
Bank of America
North Carolina
$25.8M +$175K +5,535 +0.7%
3AM
5
3D Asset Management
Connecticut
$15.8M -$1.76M -55,530 -10%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$14M +$311K +9,846 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.4M -$1.61M -50,904 -14%
Wells Fargo
8
Wells Fargo
California
$9.24M +$3.06M +96,732 +50%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.09M +$346K +10,950 +4%
HighTower Advisors
10
HighTower Advisors
Illinois
$7.18M +$977K +30,882 +16%
NFC
11
Northeast Financial Consultants
Connecticut
$7.06M -$632K -19,995 -8%
TA
12
TMD & Associates
Arizona
$5.34M +$1.03M +32,502 +24%
LPL Financial
13
LPL Financial
California
$5.22M +$558K +17,628 +12%
AG
14
Advisor Group
Arizona
$3.95M +$173K +5,472 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.32M -$112K -3,555 -3%
HT
16
Hefren-Tillotson
Pennsylvania
$3.21M +$467K +14,754 +17%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$3.12M +$102K +3,234 +3%
MFS
18
MSI Financial Services
Massachusetts
$3.06M +$169K +5,349 +6%
AIM
19
Advantage Investment Management
Iowa
$2.41M -$132K -4,188 -5%
VC
20
Vicus Capital
Pennsylvania
$2.26M -$2.49M -78,591 -53%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.07M -$272K -8,586 -12%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.03M -$1.28M -40,548 -39%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2M -$38.9K -1,230 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.78M +$96K +3,036 +6%
CCA
25
Clearwater Capital Advisors
Illinois
$1.61M +$14K +444 +0.9%