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WisdomTree US MidCap Dividend Fund
DON

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 74.8 M +USD 5.88 M +224,547 +9%
Linscomb Wealth
2
Linscomb Wealth
Texas
USD 58 M +USD 1.93 M +73,728 +4%
Bank of America
3
Bank of America
North Carolina
USD 51.6 M +USD 16.6 M +635,703 +50%
Wells Fargo
4
Wells Fargo
California
USD 41.9 M +USD 4.63 M +176,916 +13%
UBS
5
UBS
Switzerland
USD 40.3 M +USD 3.69 M +140,832 +11%
Creative Planning
6
Creative Planning
Kansas
USD 20.6 M +USD 3.63 M +138,849 +22%
Clark Capital Management Group
7
Clark Capital Management Group
Pennsylvania
USD 16.3 M +USD 461 k +17,628 +3%
New England Investment & Retirement Group
8
New England Investment & Retirement Group
Massachusetts
USD 14.1 M +USD 2.47 M +94,314 +21%
LPL Financial
9
LPL Financial
California
USD 13.9 M +USD 1.04 M +39,621 +8%
Jacobus Wealth Management
10
Jacobus Wealth Management
Wisconsin
USD 9.08 M -USD 8.29 M -316,734 -49%
LYV
11
Live Your Vision
Pennsylvania
USD 8.97 M -USD 282 k -10,791 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 7.7 M +USD 1.01 M +38,712 +16%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
USD 7.52 M +USD 575 k +21,954 +9%
Ameriprise
14
Ameriprise
Minnesota
USD 6.93 M +USD 1.01 M +38,421 +18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
USD 6.63 M -USD 2.13 M -81,273 -25%
Old National Bancorp
16
Old National Bancorp
Indiana
USD 5.25 M +USD 5.05 M +192,795 Nuevas
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 5 M -USD 598 k -22,863 -11%
ProVise Management Group
18
ProVise Management Group
Florida
USD 4.35 M +USD 3.94 M +150,675 +1,660%
CLA (CliftonLarsonAllen) Wealth Advisors
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 4.31 M -USD 147 k -5,604 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
USD 4.3 M +USD 445 k +16,995 +12%
Stifel Financial
21
Stifel Financial
Missouri
USD 4.14 M +USD 441 k +16,839 +12%
Parsec Financial Management
22
Parsec Financial Management
North Carolina
USD 3.96 M -USD 143 k -5,445 -4%
United Capital Financial Advisors
23
United Capital Financial Advisors
Texas
USD 3.83 M -USD 623 k -23,805 -14%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
USD 3.5 M +USD 2.8 M +106,854 +495%
SVA Wealth Management
25
SVA Wealth Management
Wisconsin
USD 3.37 M +USD 480 k +18,330 +17%
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