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WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$52.1M -$11.3M -192,725 -18%
Bank of America
2
Bank of America
North Carolina
$34.6M -$2.63K -45 -0%
Truist Financial
3
Truist Financial
North Carolina
$28.8M -$1.46M -24,897 -5%
DC
4
Davenport & Co
Virginia
$28.4M +$1.14M +19,488 +4%
Morgan Stanley
5
Morgan Stanley
New York
$26.5M +$279K +4,765 +1%
FIM
6
Freedom Investment Management
Connecticut
$19.7M +$207K +3,542 +1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$16.9M +$32.7K +559 +0.2%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$16.1M +$575K +9,829 +4%
IC
9
IEQ Capital
California
$11.9M +$702K +12,000 +6%
HighTower Advisors
10
HighTower Advisors
Illinois
$10.5M -$165K -2,819 -2%
PAG
11
Private Advisor Group
New Jersey
$10.4M +$652K +11,138 +7%
CCA
12
Clearwater Capital Advisors
Illinois
$8.9M -$19.7K -336 -0.2%
CPC
13
Consolidated Planning Corp
Georgia
$8.82M +$165K +2,826 +2%
Wells Fargo
14
Wells Fargo
California
$7.58M -$31.1K -532 -0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.45M -$358K -6,124 -5%
LPL Financial
16
LPL Financial
California
$6.93M -$2.05M -34,975 -23%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.97M -$3.87M -66,096 -39%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$5.94M -$5.13M -87,675 -46%
SPIA
19
Steward Partners Investment Advisory
New York
$5.88M +$70.5K +1,205 +1%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.71M +$268K +4,581 +6%
SF
21
Synovus Financial
Georgia
$4.56M +$406K +6,931 +10%
EH
22
Equitable Holdings
New York
$4.48M +$96.2K +1,644 +2%
LW
23
Lauer Wealth
Indiana
$4.34M -$150K -2,555 -3%
BCG
24
Breakwater Capital Group
New Jersey
$4.23M +$185K +3,166 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.14M -$347K -5,936 -8%
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