We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93.7M +$12.1M +315,616 +15%
SB
2
Suntrust Banks
Georgia
$65.6M +$2.69M +70,114 +4%
UBS Group
3
UBS Group
Switzerland
$38.1M +$1.19M +30,978 +3%
TLIC
4
Taiyo Life Insurance Company
Japan
$34.9M +$33.8M +880,000 New
Bank of America
5
Bank of America
North Carolina
$24.7M -$509K -13,252 -2%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$21.6M +$680K +17,703 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.9M -$198K -5,144 -1%
Wells Fargo
8
Wells Fargo
California
$20.8M +$342K +8,897 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$12.6M +$1.73M +44,976 +16%
HighTower Advisors
10
HighTower Advisors
Illinois
$12M +$42.4K +1,103 +0.4%
TA
11
TMD & Associates
Arizona
$10.5M -$289K -7,522 -3%
HT
12
Hefren-Tillotson
Pennsylvania
$6.84M +$334K +8,699 +5%
LPL Financial
13
LPL Financial
California
$6.39M +$1M +26,104 +19%
3AM
14
3D Asset Management
Connecticut
$5.53M -$319K -8,319 -6%
FANJ
15
Financial Architects (New Jersey)
New Jersey
$5.13M +$86.7K +2,258 +2%
MWM
16
Marietta Wealth Management
Georgia
$5.01M +$196K +5,108 +4%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.63M +$323K +8,424 +8%
AC
18
Avestar Capital
New York
$4.51M +$4.39M +114,374 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.84M +$23.5K +611 +0.6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.77M +$706K +18,379 +24%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.71M -$92.6K -2,411 -3%
NFC
22
Northeast Financial Consultants
Connecticut
$3.69M -$260K -6,780 -7%
BFG
23
Barber Financial Group
Kansas
$3.65M +$3.54M +92,066 New
CWM
24
Capital Wealth Management
Rhode Island
$3.59M +$3.47M +90,491 New
CCA
25
Clearwater Capital Advisors
Illinois
$2.82M +$139K +3,621 +5%