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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62.1M -$722K -22,005 -1%
UBS Group
2
UBS Group
Switzerland
$39.6M +$3.4M +103,578 +10%
SB
3
Suntrust Banks
Georgia
$34.6M +$2.19M +66,789 +7%
Bank of America
4
Bank of America
North Carolina
$32.5M +$4.6M +140,190 +17%
3AM
5
3D Asset Management
Connecticut
$16.8M -$233K -7,101 -1%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$15.6M +$527K +16,077 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.8M +$659K +20,106 +6%
Wells Fargo
8
Wells Fargo
California
$11.2M +$1.21M +36,954 +13%
TA
9
TMD & Associates
Arizona
$9.46M +$3.56M +108,678 +65%
HighTower Advisors
10
HighTower Advisors
Illinois
$8.81M +$1.04M +31,767 +14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.67M -$1.99M -60,792 -21%
LPL Financial
12
LPL Financial
California
$6.61M +$870K +26,523 +16%
FANJ
13
Financial Architects (New Jersey)
New Jersey
$5.7M +$2.25M +68,772 +70%
AG
14
Advisor Group
Arizona
$4.37M +$123K +3,747 +3%
HT
15
Hefren-Tillotson
Pennsylvania
$3.82M +$355K +10,824 +11%
NFC
16
Northeast Financial Consultants
Connecticut
$3.57M -$3.84M -117,216 -53%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.57M +$8.76K +267 +0.3%
MFS
18
MSI Financial Services
Massachusetts
$3.49M +$195K +5,943 +6%
AIM
19
Advantage Investment Management
Iowa
$2.63M +$45.1K +1,377 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.58M +$1.75M +53,370 +243%
MWM
21
Marietta Wealth Management
Georgia
$2.56M +$2.45M +74,841 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.55M +$607K +18,516 +33%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.35M +$214K +6,537 +10%
FHA
24
Flagship Harbor Advisors
Massachusetts
$2.2M +$2.09M +63,843 New
VC
25
Vicus Capital
Pennsylvania
$1.93M -$470K -14,322 -20%