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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$73.3M -$5.11M -135,873 -6%
SB
2
Suntrust Banks
Georgia
$60.5M +$2.23M +59,369 +3%
TLIC
3
Taiyo Life Insurance Company
Japan
$30.2M
UBS Group
4
UBS Group
Switzerland
$28M -$5.37M -142,764 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26M +$8.89M +236,383 +45%
Bank of America
6
Bank of America
North Carolina
$20.7M -$1.54M -41,086 -6%
3AM
7
3D Asset Management
Connecticut
$19.6M +$4.42M +117,565 +26%
Wells Fargo
8
Wells Fargo
California
$17.8M -$3.21M -85,302 -14%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$17.8M -$4.41M -117,352 -18%
QCM
10
Quest Capital Management
Texas
$17.5M +$19.2M +510,854 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.9M -$2.12M -56,439 -11%
HWA
12
HCR Wealth Advisors
California
$12.4M -$365K -9,702 -3%
DLIC
13
Daido Life Insurance Company
Japan
$11.8M
HighTower Advisors
14
HighTower Advisors
Illinois
$10.1M -$707K -18,813 -6%
TA
15
TMD & Associates
Arizona
$7.49M -$2.08M -55,383 -20%
HT
16
Hefren-Tillotson
Pennsylvania
$7.02M +$733K +19,510 +11%
Ameriprise
17
Ameriprise
Minnesota
$6.8M +$3.46M +91,957 +88%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.28M +$211K +5,618 +4%
LPL Financial
19
LPL Financial
California
$5.26M +$136K +3,607 +2%
NFC
20
Northeast Financial Consultants
Connecticut
$5.12M +$2.01M +53,415 +56%
PAG
21
Private Advisor Group
New Jersey
$5.08M +$2.14M +56,834 +62%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$4.33M -$197K -5,242 -4%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$4.12M +$20.6K +548 +0.5%
MWM
24
Marietta Wealth Management
Georgia
$3.78M -$997K -26,521 -19%
DC
25
Davenport & Co
Virginia
$3.65M +$759K +20,179 +23%