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WisdomTree US MidCap Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$66.8M -$1.85M -32,212 -3%
Bank of America
2
Bank of America
North Carolina
$36.5M -$6.92M -120,428 -17%
Truist Financial
3
Truist Financial
North Carolina
$31.9M -$780K -13,573 -3%
DC
4
Davenport & Co
Virginia
$28.8M +$2.56M +44,556 +10%
Morgan Stanley
5
Morgan Stanley
New York
$27.7M -$1.39M -24,140 -5%
FIM
6
Freedom Investment Management
Connecticut
$20.6M -$1.44M -25,008 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.8M -$7.04M -122,493 -30%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$16.4M +$86.6K +1,508 +0.6%
IC
9
IEQ Capital
California
$11.8M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$11.6M +$8.36M +145,557 +324%
HighTower Advisors
11
HighTower Advisors
Illinois
$11.3M -$739K -12,862 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.3M +$2.86M +49,869 +42%
PAG
13
Private Advisor Group
New Jersey
$10.3M +$1.21M +21,108 +14%
CA
14
Cetera Advisors
Colorado
$10.2M +$2.46M +42,755 +34%
LPL Financial
15
LPL Financial
California
$9.45M -$14.4M -250,956 -62%
CCA
16
Clearwater Capital Advisors
Illinois
$9.42M +$47.2K +821 +0.5%
CPC
17
Consolidated Planning Corp
Georgia
$9.14M +$291K +5,074 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.24M -$503K -8,764 -6%
Wells Fargo
19
Wells Fargo
California
$8.04M +$328K +5,705 +5%
SPIA
20
Steward Partners Investment Advisory
New York
$6.14M +$5.54M +96,500 +2,338%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.74M -$59.2K -1,030 -1%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.7M -$3.51M -61,172 -44%
EH
23
Equitable Holdings
New York
$4.63M -$965K -16,796 -18%
LW
24
Lauer Wealth
Indiana
$4.46M -$839K -14,604 -16%
SF
25
Synovus Financial
Georgia
$4.4M +$450K +7,840 +12%