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WisdomTree US MidCap Fund
EZM

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$63.9M +$50M +774,832 +397%
UBS Group
2
UBS Group
Switzerland
$40.5M -$3.32M -51,424 -8%
DC
3
Davenport & Co
Virginia
$37.4M -$6.4M -99,140 -15%
Bank of America
4
Bank of America
North Carolina
$33.5M -$1.65M -25,591 -5%
Morgan Stanley
5
Morgan Stanley
New York
$30.5M +$255K +3,946 +0.9%
Truist Financial
6
Truist Financial
North Carolina
$25.7M -$1.69M -26,208 -6%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$21.4M +$940K +14,555 +5%
FIM
8
Freedom Investment Management
Connecticut
$20.6M -$869K -13,447 -4%
IC
9
IEQ Capital
California
$13.5M – – –
CPC
10
Consolidated Planning Corp
Georgia
$13.2M +$338K +5,226 +3%
CCA
11
Clearwater Capital Advisors
Illinois
$11.9M +$74K +1,145 +0.6%
PAG
12
Private Advisor Group
New Jersey
$10.9M -$2.98M -46,136 -22%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.4M -$1.05M -16,321 -9%
Raymond James Financial
14
Raymond James Financial
Florida
$9.29M -$111K -1,711 -1%
JP Morgan Chase
15
JP Morgan Chase
New York
$8.2M -$279K -4,314 -3%
SPIA
16
Steward Partners Investment Advisory
New York
$8.08M +$196K +3,040 +3%
Wells Fargo
17
Wells Fargo
California
$6.3M -$104K -1,613 -2%
PWM
18
Provident Wealth Management
Tennessee
$6.24M +$134K +2,080 +2%
BCG
19
Breakwater Capital Group
New Jersey
$6.21M +$169K +2,610 +3%
EH
20
Equitable Holdings
New York
$5.95M +$539K +8,342 +10%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.68M -$303K -4,687 -5%
SF
22
Synovus Financial
Georgia
$5.68M +$258K +3,999 +5%
TF
23
Theory Financial
Colorado
$5.42M -$60.9K -943 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.34M -$125K -1,936 -2%
DKCM
25
Davidson Kahn Capital Management
California
$5.28M +$582K +9,004 +13%
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