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WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65.6M +$1.57M +44,697 +2%
SB
2
Suntrust Banks
Georgia
$40.7M +$5M +142,766 +14%
UBS Group
3
UBS Group
Switzerland
$39.2M -$1.6M -45,653 -4%
Bank of America
4
Bank of America
North Carolina
$25M -$8.44M -240,917 -25%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$17.5M +$1.43M +40,962 +9%
Wells Fargo
6
Wells Fargo
California
$16.6M +$5.07M +144,806 +44%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.8M +$603K +17,221 +5%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.6M +$1.55M +44,221 +17%
TA
9
TMD & Associates
Arizona
$9.91M +$168K +4,783 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.01M +$104K +2,981 +1%
FANJ
11
Financial Architects (New Jersey)
New Jersey
$6.2M +$324K +9,244 +6%
3AM
12
3D Asset Management
Connecticut
$5.58M -$11.6M -331,330 -68%
LPL Financial
13
LPL Financial
California
$5.31M -$1.39M -39,600 -21%
HT
14
Hefren-Tillotson
Pennsylvania
$4.55M +$609K +17,375 +16%
NFC
15
Northeast Financial Consultants
Connecticut
$3.68M – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.5M -$174K -4,964 -5%
MWM
17
Marietta Wealth Management
Georgia
$3.34M +$692K +19,749 +26%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.95M +$328K +9,370 +13%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.85M +$191K +5,456 +7%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.55M +$108K +3,092 +4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.4M +$1.91M +54,640 +406%
FHA
22
Flagship Harbor Advisors
Massachusetts
$2.31M +$104K +2,956 +5%
CCA
23
Clearwater Capital Advisors
Illinois
$2.07M +$177K +5,059 +9%
CFD
24
Creative Financial Designs
Indiana
$2.06M +$98.6K +2,814 +5%
AG
25
Advisor Group
Arizona
$2.03M -$2.45M -69,983 -55%
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