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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$71M +$4.33M +122,120 +7%
SB
2
Suntrust Banks
Georgia
$54.1M +$12.7M +357,160 +31%
UBS Group
3
UBS Group
Switzerland
$35.7M -$4M -112,934 -10%
Bank of America
4
Bank of America
North Carolina
$22.8M -$2.54M -71,543 -10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.6M +$5.63M +158,745 +44%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$18.2M +$396K +11,173 +2%
Wells Fargo
7
Wells Fargo
California
$18M +$1.09M +30,613 +6%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.8M +$24.4K +688 +0.2%
TA
9
TMD & Associates
Arizona
$9.76M -$298K -8,418 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.84M +$696K +19,628 +9%
3AM
11
3D Asset Management
Connecticut
$5.46M -$186K -5,257 -3%
HT
12
Hefren-Tillotson
Pennsylvania
$5M +$381K +10,757 +8%
LPL Financial
13
LPL Financial
California
$4.77M -$667K -18,811 -12%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$4.38M -$1.9M -53,675 -31%
NFC
15
Northeast Financial Consultants
Connecticut
$3.61M -$117K -3,300 -3%
MWM
16
Marietta Wealth Management
Georgia
$3.55M +$165K +4,659 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.45M -$103K -2,903 -3%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.44M +$3.41M +96,126 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.38M +$784K +22,115 +31%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.7M -$299K -8,447 -10%
FHA
21
Flagship Harbor Advisors
Massachusetts
$2.48M +$96K +2,707 +4%
CCA
22
Clearwater Capital Advisors
Illinois
$2.25M +$106K +2,987 +5%
AG
23
Advisor Group
Arizona
$2.06M -$1.03K -29 -0.1%
CFD
24
Creative Financial Designs
Indiana
$2.06M -$28.8K -811 -1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.02M -$868K -24,478 -30%