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WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1
Davenport & Co
Virginia
$41.2M +$4.14M +70,318 +12%
UBS Group
2
UBS Group
Switzerland
$41.1M +$2.2M +37,451 +6%
Bank of America
3
Bank of America
North Carolina
$33M +$1.08M +18,410 +4%
Morgan Stanley
4
Morgan Stanley
New York
$28.3M +$280K +4,763 +1%
Truist Financial
5
Truist Financial
North Carolina
$25.7M -$1.04M -17,623 -4%
FIM
6
Freedom Investment Management
Connecticut
$20.1M +$817K +13,879 +4%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$19.2M +$1.06M +18,007 +6%
PAG
8
Private Advisor Group
New Jersey
$13.1M +$213K +3,623 +2%
IC
9
IEQ Capital
California
$12.7M – – –
LPL Financial
10
LPL Financial
California
$12.1M -$209K -3,549 -2%
CPC
11
Consolidated Planning Corp
Georgia
$12M +$676K +11,485 +6%
CCA
12
Clearwater Capital Advisors
Illinois
$11M +$418K +7,103 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.8M -$98.5K -1,673 -0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$8.81M -$1.11M -18,888 -12%
JP Morgan Chase
15
JP Morgan Chase
New York
$7.95M -$1.55M -26,316 -17%
SPIA
16
Steward Partners Investment Advisory
New York
$7.38M +$864K +14,677 +14%
Wells Fargo
17
Wells Fargo
California
$6.01M -$42.7K -726 -0.7%
PWM
18
Provident Wealth Management
Tennessee
$5.72M +$66.8K +1,135 +1%
BCG
19
Breakwater Capital Group
New Jersey
$5.66M +$142K +2,410 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.62M -$87.5K -1,486 -2%
TF
21
Theory Financial
Colorado
$5.25M +$935K +15,876 +23%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.12M -$1.13M -19,148 -19%
SF
23
Synovus Financial
Georgia
$5.08M -$416K -7,069 -8%
EH
24
Equitable Holdings
New York
$5.06M -$361K -6,134 -7%
DKCM
25
Davidson Kahn Capital Management
California
$4.4M +$241K +4,088 +6%
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