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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
$86.9M -$4.5M -113,363 -5%
SB
2
Suntrust Banks
Georgia
$65M +$1.12M +28,142 +2%
UBS Group
3
UBS Group
Switzerland
$36.2M -$950K -23,910 -2%
TLIC
4
Taiyo Life Insurance Company
Japan
$34M – – –
Bank of America
5
Bank of America
North Carolina
$25.4M +$1.34M +33,777 +5%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$22.8M +$1.76M +44,362 +8%
Wells Fargo
7
Wells Fargo
California
$21M +$775K +19,497 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.4M +$285K +7,171 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$15.7M +$3.5M +88,212 +28%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.9M +$196K +4,932 +2%
TA
11
TMD & Associates
Arizona
$10.5M +$251K +6,312 +2%
HT
12
Hefren-Tillotson
Pennsylvania
$7.48M +$829K +20,874 +12%
LPL Financial
13
LPL Financial
California
$6.99M +$781K +19,650 +12%
AC
14
Avestar Capital
New York
$5.49M +$1.14M +28,785 +25%
FANJ
15
Financial Architects (New Jersey)
New Jersey
$5.1M +$110K +2,757 +2%
3AM
16
3D Asset Management
Connecticut
$5.09M -$304K -7,640 -5%
MWM
17
Marietta Wealth Management
Georgia
$5.02M +$143K +3,592 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.82M +$309K +7,765 +7%
DLIC
19
Daido Life Insurance Company
Japan
$4.61M +$4.74M +119,213 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.14M +$420K +10,565 +11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.09M +$483K +12,147 +13%
LFG
22
LifePlan Financial Group
Ohio
$4M +$4.11M +103,336 New
CWM
23
Capital Wealth Management
Rhode Island
$3.6M +$99.8K +2,511 +3%
NFC
24
Northeast Financial Consultants
Connecticut
$3.6M – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.46M -$217K -5,456 -6%
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