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WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$44.8M -$11.2M -224,834 -21%
UBS Group
2
UBS Group
Switzerland
$39.5M +$2.19M +44,144 +6%
Truist Financial
3
Truist Financial
North Carolina
$33.2M -$1.17M -23,554 -4%
Morgan Stanley
4
Morgan Stanley
New York
$25.7M -$3.49M -70,277 -13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.3M -$1.11M -22,346 -5%
3LCM
6
3D/L Capital Management
Connecticut
$21.4M -$1.98M -39,998 -9%
DC
7
Davenport & Co
Virginia
$18.9M -$899K -18,110 -5%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$11.6M +$387K +7,794 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$10.6M +$12.9K +259 +0.1%
IC
10
IEQ Capital
California
$10.1M – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.99M -$838K -16,887 -8%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$9.78M -$466K -9,399 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.13M +$1.6M +32,311 +27%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$7.95M -$806K -16,235 -10%
CCA
15
Clearwater Capital Advisors
Illinois
$7.84M -$2.78K -56 -0%
CPC
16
Consolidated Planning Corp
Georgia
$6.81M +$879K +17,705 +16%
PAG
17
Private Advisor Group
New Jersey
$6.69M +$4.16M +83,919 +199%
CA
18
Cetera Advisors
Colorado
$6.61M +$114K +2,301 +2%
Wells Fargo
19
Wells Fargo
California
$6.1M -$1.05M -21,239 -16%
LPL Financial
20
LPL Financial
California
$6.1M -$286K -5,761 -5%
LW
21
Lauer Wealth
Indiana
$4.74M +$151K +3,040 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.28M -$204K -4,120 -5%
EH
23
Equitable Holdings
New York
$4.16M +$560K +11,280 +17%
TF
24
Theory Financial
Colorado
$3.87M +$122K +2,454 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.7M -$523K -10,530 -13%
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