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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$50.2M -$8.04M -233,810 -14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.7M -$1.11M -32,336 -4%
3AM
3
3D Asset Management
Connecticut
$22.2M -$1.97M -57,343 -8%
Morgan Stanley
4
Morgan Stanley
New York
$21M -$6.94M -201,707 -25%
UBS Group
5
UBS Group
Switzerland
$15.8M -$6.2M -180,224 -28%
Bank of America
6
Bank of America
North Carolina
$15.2M -$2.45M -71,285 -14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$14.8M -$13M -377,688 -47%
Wells Fargo
8
Wells Fargo
California
$6.42M -$261K -7,573 -4%
DC
9
Davenport & Co
Virginia
$5.89M +$33.5K +974 +0.6%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.89M -$146K -4,257 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.63M -$576K -16,734 -9%
AW
12
ACG Wealth
Georgia
$5.18M -$1.08M -31,477 -17%
CCA
13
Clearwater Capital Advisors
Illinois
$4.91M +$52.5K +1,526 +1%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$4.85M +$700K +20,350 +17%
LPL Financial
15
LPL Financial
California
$4.2M -$328K -9,534 -7%
PA
16
PSI Advisors
Florida
$3.02M -$44.9K -1,305 -1%
CPC
17
Consolidated Planning Corp
Georgia
$3M +$7.6K +221 +0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.82M +$630K +18,315 +29%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.71M -$348K -10,105 -11%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.3M -$4.28M -124,537 -65%
GIA
21
GHP Investment Advisors
Colorado
$2.06M +$125K +3,634 +6%
NFC
22
Northeast Financial Consultants
Connecticut
$2.06M -$455K -13,215 -18%
PAG
23
Private Advisor Group
New Jersey
$2.04M -$2.23M -64,924 -52%
CANC
24
Culbertson A N & Co
Virginia
$1.94M -$57.6K -1,673 -3%
NA
25
NewEdge Advisors
Louisiana
$1.83M +$14.9K +434 +0.8%