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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 124 M +USD 19 M +626,736 +18%
Bank of America
2
Bank of America
North Carolina
USD 82.5 M +USD 19 M +626,364 +30%
Linscomb Wealth
3
Linscomb Wealth
Texas
USD 63.3 M +USD 1.21 M +39,918 +2%
Wells Fargo
4
Wells Fargo
California
USD 58.9 M +USD 6.48 M +213,486 +12%
UBS Group
5
UBS Group
Switzerland
USD 58.4 M +USD 259 k +8,538 +0.4%
Ameriprise
6
Ameriprise
Minnesota
USD 55.7 M +USD 13.4 M +440,916 +32%
Creative Planning
7
Creative Planning
Kansas
USD 28.5 M +USD 607 k +19,977 +2%
Parsec Financial Management
8
Parsec Financial Management
North Carolina
USD 25.2 M +USD 316 k +10,419 +1%
LPL Financial
9
LPL Financial
California
USD 22.7 M +USD 2.59 M +85,203 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
USD 20.3 M +USD 2.61 M +85,944 +15%
SVA Wealth Management
11
SVA Wealth Management
Wisconsin
USD 19.7 M +USD 1.1 M +36,141 +6%
NFG
12
Noven Financial Group
Colorado
USD 17.2 M -USD 1.71 M -56,298 -9%
Raymond James & Associates
13
Raymond James & Associates
Florida
USD 15.3 M +USD 1.85 M +60,810 +14%
Cardan Capital Partners
14
Cardan Capital Partners
Colorado
USD 14 M +USD 405 k +13,335 +3%
Huntington National Bank
15
Huntington National Bank
Ohio
USD 11.2 M – – –
Baird Financial Group
16
Baird Financial Group
Wisconsin
USD 10.8 M +USD 5.2 M +171,207 +93%
Raymond James Financial Services Advisors
17
Raymond James Financial Services Advisors
Florida
USD 10.7 M +USD 448 k +14,751 +4%
Jacobus Wealth Management
18
Jacobus Wealth Management
Wisconsin
USD 10.5 M -USD 75.2 k -2,475 -0.7%
TMD & Associates
19
TMD & Associates
Arizona
USD 9.8 M +USD 2.32 M +76,320 +31%
NewFocus Financial Group
20
NewFocus Financial Group
Washington
USD 9.7 M +USD 47.6 k +1,566 +0.5%
United Capital Financial Advisors
21
United Capital Financial Advisors
Texas
USD 9.6 M +USD 417 k +13,737 +5%
Signature Estate & Investment Advisors
22
Signature Estate & Investment Advisors
California
USD 9.04 M +USD 2.06 M +67,998 +30%
Merriman Wealth Management
23
Merriman Wealth Management
Washington
USD 8.82 M +USD 8.84 M +291,195 Nuevas
LYV
24
Live Your Vision
Pennsylvania
USD 8.73 M -USD 131 k -4,326 -1%
ProVise Management Group
25
ProVise Management Group
Florida
USD 8.24 M +USD 232 k +7,638 +3%
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