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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$52M +$11.3M +231,268 +24%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$31.3M +$3.34M +68,609 +11%
UBS Group
3
UBS Group
Switzerland
$30.4M +$406K +8,334 +1%
Truist Financial
4
Truist Financial
North Carolina
$29.4M -$1.98M -40,757 -6%
Morgan Stanley
5
Morgan Stanley
New York
$20.9M -$5.94M -122,033 -20%
3LCM
6
3D/L Capital Management
Connecticut
$19.8M -$410K -8,424 -2%
SWP
7
Stratos Wealth Partners
Ohio
$17M +$18.5M +379,744 +5,962%
DC
8
Davenport & Co
Virginia
$14.5M +$1.19M +24,366 +8%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$10.1M -$688K -14,132 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.84M +$1.05M +21,537 +11%
IC
11
IEQ Capital
California
$8.35M
HighTower Advisors
12
HighTower Advisors
Illinois
$7.26M -$39.5K -811 -0.5%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$7.26M +$565K +11,610 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.03M -$1.74M -35,820 -18%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.83M -$449K -9,230 -6%
CCA
16
Clearwater Capital Advisors
Illinois
$6.75M +$412K +8,461 +6%
CA
17
Cetera Advisors
Colorado
$5.42M +$89K +1,828 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.35M +$5.46M +112,127 +1,175%
Wells Fargo
19
Wells Fargo
California
$5.23M -$1.76M -36,240 -23%
CPC
20
Consolidated Planning Corp
Georgia
$4.89M +$7.93K +163 +0.1%
CTC
21
Central Trust Company
Missouri
$4.46M +$179K +3,681 +4%
LPL Financial
22
LPL Financial
California
$4.38M -$1.33M -27,336 -22%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.97M +$24.3K +499 +0.6%
PAG
24
Private Advisor Group
New Jersey
$3.94M -$415K -8,525 -9%
AW
25
ACG Wealth
Georgia
$3.81M +$164K +3,370 +4%