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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Suntrust Banks
Georgia
$84.2M +$1.09M +27,552 +1%
Morgan Stanley
2
Morgan Stanley
New York
$80.5M -$4.62M -116,539 -5%
TLIC
3
Taiyo Life Insurance Company
Japan
$35.2M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35M -$274K -6,898 -0.8%
UBS Group
5
UBS Group
Switzerland
$33.8M +$629K +15,849 +2%
RW
6
RVW Wealth
California
$33M +$1.12M +28,208 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$28.5M +$6.5M +163,825 +30%
Bank of America
8
Bank of America
North Carolina
$25.7M -$213K -5,367 -0.8%
3AM
9
3D Asset Management
Connecticut
$22.1M -$504K -12,712 -2%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$20M -$1.49M -37,456 -7%
QCM
11
Quest Capital Management
Texas
$19.6M -$619K -15,610 -3%
Wells Fargo
12
Wells Fargo
California
$15.3M -$4.65M -117,206 -23%
DLIC
13
Daido Life Insurance Company
Japan
$13.8M
HighTower Advisors
14
HighTower Advisors
Illinois
$10.5M -$1.21M -30,429 -10%
HT
15
Hefren-Tillotson
Pennsylvania
$9.98M +$942K +23,737 +11%
Ameriprise
16
Ameriprise
Minnesota
$9.51M +$926K +23,327 +11%
AW
17
ACG Wealth
Georgia
$9.31M +$6.69M +168,708 +264%
PAG
18
Private Advisor Group
New Jersey
$6.92M +$1M +25,245 +17%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.57M +$195K +4,918 +3%
DC
20
Davenport & Co
Virginia
$5.73M +$870K +21,920 +18%
LPL Financial
21
LPL Financial
California
$5.5M -$702K -17,699 -11%
NFC
22
Northeast Financial Consultants
Connecticut
$5.12M -$845K -21,300 -14%
TA
23
TMD & Associates
Arizona
$4.92M -$55.2K -1,392 -1%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$4.67M -$37.2K -937 -0.8%
CCA
25
Clearwater Capital Advisors
Illinois
$4.66M +$505K +12,733 +12%