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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$55.5M -$4.7M -154,088 -8%
Morgan Stanley
2
Morgan Stanley
New York
$26.6M -$19M -623,445 -43%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$26.4M -$516K -16,918 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.6M -$3.23M -106,116 -13%
3AM
5
3D Asset Management
Connecticut
$23M -$3.83M -125,581 -15%
UBS Group
6
UBS Group
Switzerland
$20.9M -$1.82M -59,663 -9%
Bank of America
7
Bank of America
North Carolina
$16.8M -$7.55M -247,635 -32%
Wells Fargo
8
Wells Fargo
California
$6.37M -$1.01M -33,254 -15%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$6.25M -$6.58M -216,007 -53%
AW
10
ACG Wealth
Georgia
$5.96M +$548K +17,972 +11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.91M +$712K +23,373 +15%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.75M -$1.08M -35,340 -17%
DC
13
Davenport & Co
Virginia
$5.59M -$197K -6,472 -4%
CCA
14
Clearwater Capital Advisors
Illinois
$4.63M +$241K +7,902 +6%
LPL Financial
15
LPL Financial
California
$4.31M +$393K +12,894 +11%
PAG
16
Private Advisor Group
New Jersey
$4.09M -$5M -163,944 -57%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$3.96M -$6.76M -221,859 -65%
PA
18
PSI Advisors
Florida
$2.92M -$18.2K -598 -0.7%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.92M -$882K -28,939 -24%
CPC
20
Consolidated Planning Corp
Georgia
$2.85M -$394K -12,923 -13%
TRCT
21
Tower Research Capital (TRC)
New York
$2.76M +$211K +6,928 +9%
NFC
22
Northeast Financial Consultants
Connecticut
$2.39M -$1.44M -47,175 -39%
Citadel Advisors
23
Citadel Advisors
Florida
$2.28M -$6.61M -216,891 -76%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.09M -$1.96M -64,435 -50%
CANC
25
Culbertson A N & Co
Virginia
$1.9M -$1.43K -47 -0.1%