We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76.1M +$2.24M +62,387 +3%
SB
2
Suntrust Banks
Georgia
$58.9M +$2.54M +70,684 +5%
UBS Group
3
UBS Group
Switzerland
$34.6M -$2.44M -67,694 -7%
Bank of America
4
Bank of America
North Carolina
$23.7M -$40.3K -1,120 -0.2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.8M +$370K +10,284 +2%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$19.6M +$706K +19,636 +4%
Wells Fargo
7
Wells Fargo
California
$19.2M +$450K +12,494 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.2M -$2.3K -64 -0%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.2M +$941K +26,141 +11%
TA
10
TMD & Associates
Arizona
$10.2M -$1.73K -48 -0%
HT
11
Hefren-Tillotson
Pennsylvania
$6.1M +$861K +23,940 +17%
3AM
12
3D Asset Management
Connecticut
$5.5M -$199K -5,520 -4%
LPL Financial
13
LPL Financial
California
$5.02M +$58K +1,613 +1%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$4.73M +$169K +4,691 +4%
MWM
15
Marietta Wealth Management
Georgia
$4.51M +$787K +21,874 +22%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.03M +$438K +12,167 +13%
NFC
17
Northeast Financial Consultants
Connecticut
$3.71M -$43.2K -1,200 -1%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3.58M +$63K +1,751 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.57M -$14.2K -395 -0.4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.85M +$44.3K +1,232 +2%
FHA
21
Flagship Harbor Advisors
Massachusetts
$2.59M – – –
CCA
22
Clearwater Capital Advisors
Illinois
$2.52M +$162K +4,508 +7%
CFD
23
Creative Financial Designs
Indiana
$2.22M +$73.3K +2,038 +4%
AG
24
Advisor Group
Arizona
$2.15M +$4.21K +117 +0.2%
CANC
25
Culbertson A N & Co
Virginia
$1.98M +$89.9K +2,498 +5%
1
2 3 4