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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
$94M +$68.9K +1,660 +0.1%
SB
2
Suntrust Banks
Georgia
$70.5M -$325K -7,820 -0.5%
UBS Group
3
UBS Group
Switzerland
$39.6M +$74.4K +1,792 +0.2%
TLIC
4
Taiyo Life Insurance Company
Japan
$36.4M – – –
Bank of America
5
Bank of America
North Carolina
$26.7M -$457K -10,997 -2%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$26.3M +$1.3M +31,247 +5%
Wells Fargo
7
Wells Fargo
California
$25M +$123K +2,970 +0.5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.5M +$256K +6,167 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$21.5M +$2.88M +69,436 +15%
3AM
10
3D Asset Management
Connecticut
$18.8M +$13.7M +329,437 +263%
DLIC
11
Daido Life Insurance Company
Japan
$14.3M – – –
HWA
12
HCR Wealth Advisors
California
$14.1M +$13.3M +321,169 +653%
HighTower Advisors
13
HighTower Advisors
Illinois
$13M +$17.9K +431 +0.1%
TA
14
TMD & Associates
Arizona
$11.3M +$275K +6,617 +2%
HT
15
Hefren-Tillotson
Pennsylvania
$7.66M -$1.05M -25,238 -12%
AC
16
Avestar Capital
New York
$6.64M +$762K +18,350 +13%
LPL Financial
17
LPL Financial
California
$6.2M +$361K +8,690 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$6.14M +$704K +16,950 +13%
MWM
19
Marietta Wealth Management
Georgia
$5.66M -$61K -1,470 -1%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$5.44M -$64.2K -1,547 -1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$4.95M +$513K +12,346 +12%
RJA
22
Raymond James & Associates
Florida
$4.87M +$416K +10,016 +9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.57M +$97K +2,337 +2%
Ameriprise
24
Ameriprise
Minnesota
$4.34M +$974K +23,447 +29%
LFG
25
LifePlan Financial Group
Ohio
$4.29M +$13.6K +328 +0.3%
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