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WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$49.9M -$10.7M -201,729 -17%
Morgan Stanley
2
Morgan Stanley
New York
$33.5M +$674K +12,725 +2%
UBS Group
3
UBS Group
Switzerland
$32.4M +$1.61M +30,366 +5%
Bank of America
4
Bank of America
North Carolina
$27.6M +$1.83M +34,477 +7%
3LCM
5
3D/L Capital Management
Connecticut
$25.6M -$2.23M -42,087 -8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.6M +$2.04M +38,576 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18.6M -$7.48M -141,200 -28%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$14.2M +$2.39M +45,152 +20%
DC
9
Davenport & Co
Virginia
$11.3M +$1.62M +30,626 +17%
IC
10
IEQ Capital
California
$9.95M +$10.1M +189,928 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.04M +$289K +5,464 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.77M +$2.17K +41 +0%
CCA
13
Clearwater Capital Advisors
Illinois
$7.51M +$197K +3,728 +3%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$7.33M -$65.6K -1,239 -0.9%
Wells Fargo
15
Wells Fargo
California
$7.16M -$542K -10,239 -7%
LPL Financial
16
LPL Financial
California
$6.86M +$527K +9,942 +8%
CPC
17
Consolidated Planning Corp
Georgia
$4.89M +$89.1K +1,682 +2%
AW
18
ACG Wealth
Georgia
$4.82M -$828K -15,628 -15%
PA
19
PSI Advisors
Florida
$4.12M -$95K -1,793 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.11M +$2.95M +55,604 +243%
Osaic Holdings
21
Osaic Holdings
Arizona
$4M +$153K +2,892 +4%
PAG
22
Private Advisor Group
New Jersey
$3.97M -$294K -5,550 -7%
GIA
23
GHP Investment Advisors
Colorado
$3.46M -$80K -1,511 -2%
NFC
24
Northeast Financial Consultants
Connecticut
$3M – – –
CANC
25
Culbertson A N & Co
Virginia
$2.62M -$15.9K -300 -0.6%
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