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WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$56M -$213K -3,550 -0.4%
Bank of America
2
Bank of America
North Carolina
$37.7M +$390K +6,507 +1%
DC
3
Davenport & Co
Virginia
$32.2M +$1.47M +24,489 +5%
Truist Financial
4
Truist Financial
North Carolina
$29.8M -$1.19M -19,866 -4%
Morgan Stanley
5
Morgan Stanley
New York
$29.7M +$1.02M +17,040 +4%
FIM
6
Freedom Investment Management
Connecticut
$20.5M -$689K -11,496 -3%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$17.6M +$205K +3,414 +1%
IC
8
IEQ Capital
California
$12.8M – – –
PAG
9
Private Advisor Group
New Jersey
$11.9M +$654K +10,911 +6%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.2M -$172K -2,868 -2%
CPC
11
Consolidated Planning Corp
Georgia
$10.1M +$535K +8,923 +6%
CCA
12
Clearwater Capital Advisors
Illinois
$9.87M +$266K +4,435 +3%
Wells Fargo
13
Wells Fargo
California
$8.22M +$42.2K +703 +0.5%
LPL Financial
14
LPL Financial
California
$7.88M +$388K +6,471 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.62M -$405K -6,750 -5%
JP Morgan Chase
16
JP Morgan Chase
New York
$7.47M +$2.29M +38,237 +47%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.16M +$2.59M +43,151 +60%
SPIA
18
Steward Partners Investment Advisory
New York
$6.3M -$44.6K -743 -0.7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.21M -$11.5M -192,534 -66%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.92M -$472K -7,868 -8%
WIA
21
World Investment Advisors
California
$5.47M +$5.26M +87,703 New
SF
22
Synovus Financial
Georgia
$5.29M +$353K +5,885 +7%
BCG
23
Breakwater Capital Group
New Jersey
$4.98M +$403K +6,716 +9%
EH
24
Equitable Holdings
New York
$4.95M +$118K +1,960 +3%
LW
25
Lauer Wealth
Indiana
$4.55M -$4.86K -81 -0.1%
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