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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$49.1M -$7.55M -203,995 -10%
Morgan Stanley
2
Morgan Stanley
New York
$38.1M -$15.5M -417,634 -22%
3AM
3
3D Asset Management
Connecticut
$22M +$10.4M +280,365 +51%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22M +$1.88M +50,694 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.9M +$2.68M +72,444 +10%
Bank of America
6
Bank of America
North Carolina
$20.2M +$3.06M +82,823 +12%
UBS Group
7
UBS Group
Switzerland
$18.5M -$5.91M -159,856 -19%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$10.8M +$14.5M +392,720 +2,587%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$9.07M -$5.37M -145,234 -30%
PAG
10
Private Advisor Group
New Jersey
$7.65M +$1.14M +30,891 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$7.58M +$8.72M +235,636 +460%
RW
12
RVW Wealth
California
$7.3M -$17.9M -484,844 -64%
Wells Fargo
13
Wells Fargo
California
$6.04M -$4.94M -133,577 -37%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.59M -$1.68M -45,508 -18%
DC
15
Davenport & Co
Virginia
$4.7M +$531K +14,364 +9%
AW
16
ACG Wealth
Georgia
$4.36M -$513K -13,869 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.18M -$90K -2,433 -2%
CCA
18
Clearwater Capital Advisors
Illinois
$3.55M +$762K +20,588 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.4M +$675K +18,249 +17%
NFC
20
Northeast Financial Consultants
Connecticut
$3.19M -$67.9K -1,836 -1%
LPL Financial
21
LPL Financial
California
$3.15M -$637K -17,219 -13%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.13M +$4.38M +118,364 New
CPC
23
Consolidated Planning Corp
Georgia
$2.66M -$758K -20,499 -17%
HT
24
Hefren-Tillotson
Pennsylvania
$2.59M -$6.45M -174,483 -64%
OC
25
Oppenheimer & Co
New York
$2.56M +$88.5K +2,392 +3%