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WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$50.4M -$5.89M -91,903 -10%
LPL Financial
2
LPL Financial
California
$50.3M +$43.4M +677,825 +537%
DC
3
Davenport & Co
Virginia
$34.3M +$2.13M +33,220 +6%
Morgan Stanley
4
Morgan Stanley
New York
$31.4M +$1.68M +26,150 +5%
Bank of America
5
Bank of America
North Carolina
$30.7M -$7.24M -113,012 -19%
Truist Financial
6
Truist Financial
North Carolina
$28M -$1.9M -29,623 -6%
FIM
7
Freedom Investment Management
Connecticut
$19.5M -$1.15M -17,982 -5%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$18.3M +$633K +9,874 +3%
PAG
9
Private Advisor Group
New Jersey
$12.9M +$960K +14,985 +8%
IC
10
IEQ Capital
California
$12.8M – – –
HighTower Advisors
11
HighTower Advisors
Illinois
$11.1M -$89.2K -1,392 -0.8%
CPC
12
Consolidated Planning Corp
Georgia
$11.1M +$992K +15,488 +10%
CCA
13
Clearwater Capital Advisors
Illinois
$10.4M +$533K +8,315 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$9.59M +$2.15M +33,628 +28%
Raymond James Financial
15
Raymond James Financial
Florida
$8.24M +$8.45M +131,897 New
Wells Fargo
16
Wells Fargo
California
$8.19M -$55.4K -865 -0.7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.36M -$287K -4,481 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.71M -$477K -7,447 -6%
SPIA
19
Steward Partners Investment Advisory
New York
$6.38M +$59.8K +933 +0.9%
LWM
20
Lionshead Wealth Management
New York
$5.62M +$5.76M +89,899 New
WIA
21
World Investment Advisors
California
$5.47M -$14.4K -225 -0.3%
EH
22
Equitable Holdings
New York
$5.23M +$273K +4,259 +5%
SF
23
Synovus Financial
Georgia
$5.23M -$77.3K -1,207 -1%
BCG
24
Breakwater Capital Group
New Jersey
$5.07M +$79.1K +1,235 +2%
LW
25
Lauer Wealth
Indiana
$4.72M +$140K +2,183 +3%
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