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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 102 M -USD 10 M -350,325 -9%
Bank of America
2
Bank of America
North Carolina
USD 61.1 M -USD 45.8 k -1,611 -0.1%
UBS Group
3
UBS Group
Switzerland
USD 57.2 M -USD 1 M -35,247 -2%
Linscomb Wealth
4
Linscomb Wealth
Texas
USD 56 M -USD 377 k -13,260 -0.6%
Wells Fargo
5
Wells Fargo
California
USD 46.9 M -USD 3.83 M -134,607 -7%
Creative Planning
6
Creative Planning
Kansas
USD 25.5 M +USD 828 k +29,145 +3%
Ameriprise
7
Ameriprise
Minnesota
USD 22.4 M +USD 5.67 M +199,680 +32%
Parsec Financial Management
8
Parsec Financial Management
North Carolina
USD 17.5 M +USD 3.68 M +129,618 +26%
LPL Financial
9
LPL Financial
California
USD 17.1 M +USD 993 k +34,932 +6%
New England Investment & Retirement Group
10
New England Investment & Retirement Group
Massachusetts
USD 12.9 M -USD 2.46 M -86,589 -16%
Cumberland Advisors
11
Cumberland Advisors
Florida
USD 12.6 M -USD 63.1 k -2,220 -0.5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 12.5 M +USD 3.09 M +108,801 +31%
Jacobus Wealth Management
13
Jacobus Wealth Management
Wisconsin
USD 9.6 M +USD 541 k +19,023 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 9.44 M -USD 58.7 k -2,064 -0.6%
LYV
15
Live Your Vision
Pennsylvania
USD 8.66 M +USD 49.2 k +1,731 +0.6%
Clark Capital Management Group
16
Clark Capital Management Group
Pennsylvania
USD 8.24 M -USD 3.55 M -124,773 -29%
Raymond James & Associates
17
Raymond James & Associates
Florida
USD 7.99 M +USD 439 k +15,432 +6%
NewFocus Financial Group
18
NewFocus Financial Group
Washington
USD 7.78 M +USD 214 k +7,524 +3%
ProVise Management Group
19
ProVise Management Group
Florida
USD 7.58 M +USD 308 k +10,827 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
USD 7.26 M -USD 1.09 M -38,475 -13%
JP Morgan Chase
21
JP Morgan Chase
New York
USD 7.07 M +USD 281 k +9,876 +4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
USD 6.77 M +USD 6.99 M +245,865 Nuevas
SVA Wealth Management
23
SVA Wealth Management
Wisconsin
USD 6.57 M +USD 594 k +20,898 +10%
Huntington National Bank
24
Huntington National Bank
Ohio
USD 6.26 M -USD 5.51 M -193,884 Cerradas
Ladenburg Thalmann Financial Services
25
Ladenburg Thalmann Financial Services
Florida
USD 5.74 M -USD 841 k -29,580 -12%
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