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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 103 M +USD 10 M +345,624 +11%
Bank of America
2
Bank of America
North Carolina
USD 62.6 M -USD 2.42 M -83,403 -4%
Linscomb Wealth
3
Linscomb Wealth
Texas
USD 61.1 M -USD 1.28 M -44,208 -2%
UBS Group
4
UBS Group
Switzerland
USD 57.3 M +USD 671 k +23,115 +1%
Wells Fargo
5
Wells Fargo
California
USD 51.7 M +USD 5.69 M +195,915 +13%
Ameriprise
6
Ameriprise
Minnesota
USD 41.7 M +USD 9.6 M +329,259 +31%
Creative Planning
7
Creative Planning
Kansas
USD 27.4 M +USD 1.14 M +39,363 +4%
Parsec Financial Management
8
Parsec Financial Management
North Carolina
USD 24.6 M +USD 234 k +8,064 +1%
LPL Financial
9
LPL Financial
California
USD 20.1 M -USD 15.6 M -537,975 -44%
NFG
10
Noven Financial Group
Colorado
USD 18.6 M +USD 3.24 M +111,477 +22%
SVA Wealth Management
11
SVA Wealth Management
Wisconsin
USD 18.3 M +USD 879 k +30,288 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 17.4 M +USD 243 k +8,361 +1%
Cardan Capital Partners
13
Cardan Capital Partners
Colorado
USD 13.3 M +USD 539 k +18,579 +4%
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 13.3 M +USD 3.85 M +132,729 +43%
Jacobus Wealth Management
15
Jacobus Wealth Management
Wisconsin
USD 10.4 M -USD 402 k -13,863 -4%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 10.1 M +USD 1.3 M +44,871 +15%
Huntington National Bank
17
Huntington National Bank
Ohio
USD 9.6 M – – –
NewFocus Financial Group
18
NewFocus Financial Group
Washington
USD 9.49 M +USD 464 k +15,990 +5%
United Capital Financial Advisors
19
United Capital Financial Advisors
Texas
USD 9.14 M +USD 7.46 M +257,013 +538%
LYV
20
Live Your Vision
Pennsylvania
USD 8.72 M -USD 124 k -4,281 -1%
JP Morgan Private Wealth Advisors
21
JP Morgan Private Wealth Advisors
California
USD 7.91 M -USD 507 k -17,481 -6%
ProVise Management Group
22
ProVise Management Group
Florida
USD 7.88 M +USD 380 k +13,101 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
USD 7.63 M -USD 6.76 M -232,821 -48%
TMD & Associates
24
TMD & Associates
Arizona
USD 7.37 M +USD 7.17 M +247,095 Nuevas
Goldman Sachs
25
Goldman Sachs
New York
USD 7.28 M +USD 3.98 M +137,001 +128%
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