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WisdomTree US MidCap Dividend Fund
DON

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Stifel Financial
26
Stifel Financial
Missouri
USD 17 M -USD 232 k -4,205 -1%
HighTower Advisors
27
HighTower Advisors
Illinois
USD 16.5 M -USD 205 k -3,712 -1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
USD 16.5 M +USD 890 k +16,158 +6%
TBFA
29
Three Bearings Fiduciary Advisors
New Hampshire
USD 16.1 M +USD 50.9 k +924 +0.3%
Kestra Advisory Services
30
Kestra Advisory Services
Texas
USD 16 M -USD 4.52 M -81,997 -22%
JP Morgan Chase
31
JP Morgan Chase
New York
USD 13.9 M -USD 970 k -17,606 -7%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
USD 13.7 M +USD 864 k +15,674 +7%
Destination Wealth Management
33
Destination Wealth Management
California
USD 13.6 M +USD 194 k +3,521 +1%
Avantax Planning Partners
34
Avantax Planning Partners
Iowa
USD 13.3 M +USD 140 k +2,533 +1%
Concord Wealth Partners
35
Concord Wealth Partners
Virginia
USD 13.3 M -USD 140 k -2,546 -1%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
USD 13.1 M -USD 1.79 M -32,538 -12%
Avidian Wealth Enterprises
37
Avidian Wealth Enterprises
Texas
USD 13 M -USD 98.1 k -1,781 -0.8%
Precedent Wealth Partners
38
Precedent Wealth Partners
Texas
USD 12.6 M -USD 427 k -7,745 -3%
LKWM
39
Lee-Kelleher Wealth Management
Maryland
USD 12.6 M +USD 88.4 k +1,605 +0.7%
Curi RMB Capital
40
Curi RMB Capital
Illinois
USD 12.1 M -USD 377 k -6,842 -3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
USD 11.9 M -USD 902 k -16,370 -7%
Farther Finance Advisors
42
Farther Finance Advisors
California
USD 11.2 M +USD 1.69 M +30,727 +18%
Atlantic Union Bankshares
43
Atlantic Union Bankshares
Virginia
USD 10.8 M -USD 2.77 M -50,240 -21%
CX Institutional
44
CX Institutional
Indiana
USD 10.1 M +USD 23.4 k +425 +0.2%
Corient Private Wealth
45
Corient Private Wealth
Florida
USD 10 M +USD 6.51 M +118,236 +199%
WPIC
46
White Pine Investment Company
Michigan
USD 10 M +USD 118 k +2,145 +1%
Bank of New York Mellon
47
Bank of New York Mellon
New York
USD 10 M +USD 1.11 M +20,157 +13%
Concord Asset Management (Virginia)
48
Concord Asset Management (Virginia)
Virginia
USD 9.44 M -USD 321 k -5,821 -3%
FAS Wealth Partners
49
FAS Wealth Partners
Kansas
USD 9.42 M +USD 1.04 M +18,788 +13%
MPW
50
Melone Private Wealth
Michigan
USD 8.58 M +USD 80.1 k +1,454 +1%
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