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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 89.3 M -USD 10.4 M -394,353 -11%
Bank of America
2
Bank of America
North Carolina
USD 62.6 M -USD 3.5 M -132,789 -6%
Linscomb Wealth
3
Linscomb Wealth
Texas
USD 60.1 M +USD 579 k +21,960 +1%
UBS Group
4
UBS Group
Switzerland
USD 54.5 M -USD 8.4 M -318,591 -14%
Wells Fargo
5
Wells Fargo
California
USD 44.1 M -USD 1.18 M -44,757 -3%
LPL Financial
6
LPL Financial
California
USD 34.2 M -USD 1.31 M -49,560 -4%
Ameriprise
7
Ameriprise
Minnesota
USD 30.9 M -USD 1.5 M -56,913 -5%
Creative Planning
8
Creative Planning
Kansas
USD 25.3 M -USD 1.24 M -46,878 -5%
Parsec Financial Management
9
Parsec Financial Management
North Carolina
USD 23.4 M +USD 1.36 M +51,411 +7%
SVA Wealth Management
10
SVA Wealth Management
Wisconsin
USD 16.7 M +USD 2.83 M +107,370 +23%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 16.5 M +USD 2.24 M +84,936 +17%
NFG
12
Noven Financial Group
Colorado
USD 14.7 M +USD 13.5 M +512,586 Nuevas
Bank of New York Mellon
13
Bank of New York Mellon
New York
USD 14 M -USD 2.4 M -90,867 -16%
Cardan Capital Partners
14
Cardan Capital Partners
Colorado
USD 12.3 M +USD 4.02 M +152,511 +55%
Jacobus Wealth Management
15
Jacobus Wealth Management
Wisconsin
USD 10.4 M +USD 53.4 k +2,025 +0.6%
Raymond James & Associates
16
Raymond James & Associates
Florida
USD 8.94 M +USD 74.3 k +2,817 +0.9%
NewFocus Financial Group
17
NewFocus Financial Group
Washington
USD 8.67 M +USD 723 k +27,414 +10%
LYV
18
Live Your Vision
Pennsylvania
USD 8.52 M -USD 134 k -5,088 -2%
Raymond James Financial Services Advisors
19
Raymond James Financial Services Advisors
Florida
USD 8.41 M +USD 27.9 k +1,059 +0.4%
JP Morgan Private Wealth Advisors
20
JP Morgan Private Wealth Advisors
California
USD 8.11 M -USD 536 k -20,331 -7%
ProVise Management Group
21
ProVise Management Group
Florida
USD 7.21 M -USD 132 k -5,016 -2%
Signature Estate & Investment Advisors
22
Signature Estate & Investment Advisors
California
USD 6.06 M +USD 608 k +23,034 +12%
New England Investment & Retirement Group
23
New England Investment & Retirement Group
Massachusetts
USD 5.6 M -USD 6.41 M -243,147 -55%
Huntington National Bank
24
Huntington National Bank
Ohio
USD 5.56 M – – –
JP Morgan Chase
25
JP Morgan Chase
New York
USD 5.54 M -USD 515 k -19,506 -9%
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