We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$37.4M -$11.2M -178,723 -22%
DC
2
Davenport & Co
Virginia
$35.5M +$2.92M +46,726 +9%
Bank of America
3
Bank of America
North Carolina
$30.7M +$1.49M +23,801 +5%
Morgan Stanley
4
Morgan Stanley
New York
$27.1M -$2.99M -47,923 -10%
Truist Financial
5
Truist Financial
North Carolina
$25.9M -$888K -14,219 -3%
FIM
6
Freedom Investment Management
Connecticut
$18.6M +$35.2K +563 +0.2%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$17.4M -$5.25K -84 -0%
PAG
8
Private Advisor Group
New Jersey
$12.4M +$105K +1,685 +0.8%
IC
9
IEQ Capital
California
$12.2M – – –
LPL Financial
10
LPL Financial
California
$11.9M -$37.8M -605,189 -75%
CPC
11
Consolidated Planning Corp
Georgia
$10.9M +$376K +6,017 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.5M -$82.6K -1,322 -0.7%
CCA
13
Clearwater Capital Advisors
Illinois
$10.2M +$314K +5,032 +3%
Raymond James Financial
14
Raymond James Financial
Florida
$9.63M +$1.85M +29,625 +22%
JP Morgan Chase
15
JP Morgan Chase
New York
$9.24M +$104K +1,671 +1%
SPIA
16
Steward Partners Investment Advisory
New York
$6.25M +$175K +2,809 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.08M -$333K -5,327 -5%
Wells Fargo
18
Wells Fargo
California
$5.84M -$2.06M -33,064 -25%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.51M -$1.58M -25,361 -22%
PWM
20
Provident Wealth Management
Tennessee
$5.45M +$5.71M +91,457 New
SF
21
Synovus Financial
Georgia
$5.32M +$350K +5,605 +7%
BCG
22
Breakwater Capital Group
New Jersey
$5.32M +$508K +8,129 +10%
EH
23
Equitable Holdings
New York
$5.25M +$277K +4,429 +5%
LW
24
Lauer Wealth
Indiana
$4.48M +$159K +2,546 +3%
TF
25
Theory Financial
Colorado
$4.05M +$967K +15,477 +30%
1
2 3 4 5