We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$43.7M +$2.22M +43,748 +5%
Truist Financial
2
Truist Financial
North Carolina
$32.6M -$2.28M -44,913 -6%
UBS Group
3
UBS Group
Switzerland
$31.4M -$767K -15,136 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.6M +$2.96M +58,427 +10%
Morgan Stanley
5
Morgan Stanley
New York
$27.4M -$3.61M -71,193 -11%
3LCM
6
3D/L Capital Management
Connecticut
$21.1M -$90.3K -1,782 -0.4%
DC
7
Davenport & Co
Virginia
$14M +$766K +15,110 +5%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$11.2M -$3.61M -71,172 -23%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.3M -$663K -13,083 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.99M +$8.07M +159,278 +438%
IC
11
IEQ Capital
California
$8.73M – – –
HighTower Advisors
12
HighTower Advisors
Illinois
$7.63M -$206K -4,057 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.56M -$91.6K -1,808 -1%
Wells Fargo
14
Wells Fargo
California
$7.13M +$1.62M +32,059 +26%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$7.05M -$11.5K -227 -0.1%
CCA
16
Clearwater Capital Advisors
Illinois
$6.67M -$374K -7,375 -5%
LPL Financial
17
LPL Financial
California
$5.83M -$26.2M -517,402 -80%
CA
18
Cetera Advisors
Colorado
$5.58M +$620K +12,230 +11%
CPC
19
Consolidated Planning Corp
Georgia
$5.11M +$217K +4,285 +4%
PAG
20
Private Advisor Group
New Jersey
$4.51M +$339K +6,679 +7%
CTC
21
Central Trust Company
Missouri
$4.49M +$369K +7,283 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.14M -$2.01M -39,659 -31%
AW
23
ACG Wealth
Georgia
$3.83M +$23.6K +466 +0.6%
PA
24
PSI Advisors
Florida
$3.66M -$108K -2,125 -3%
MG
25
Mather Group
Illinois
$3.21M +$2.52M +49,743 +246%
1
2 3 4 5