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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 145 M +USD 16.4 M +536,205 +13%
Bank of America
2
Bank of America
North Carolina
USD 102 M +USD 16 M +522,690 +19%
Ameriprise
3
Ameriprise
Minnesota
USD 82.6 M +USD 23.8 M +779,832 +42%
UBS Group
4
UBS Group
Switzerland
USD 75 M +USD 13.9 M +454,731 +24%
Wells Fargo
5
Wells Fargo
California
USD 68.3 M +USD 6.88 M +225,504 +12%
Linscomb Wealth
6
Linscomb Wealth
Texas
USD 65.4 M -USD 279 k -9,147 -0.4%
Creative Planning
7
Creative Planning
Kansas
USD 29.9 M +USD 302 k +9,909 +1%
LPL Financial
8
LPL Financial
California
USD 29.8 M +USD 5.52 M +180,729 +24%
Parsec Financial Management
9
Parsec Financial Management
North Carolina
USD 26.5 M +USD 227 k +7,437 +0.9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
USD 24.5 M +USD 3.28 M +107,511 +16%
SVA Wealth Management
11
SVA Wealth Management
Wisconsin
USD 21.7 M +USD 1.24 M +40,668 +6%
Raymond James & Associates
12
Raymond James & Associates
Florida
USD 18.1 M +USD 2.11 M +69,072 +14%
NFG
13
Noven Financial Group
Colorado
USD 15.3 M -USD 2.52 M -82,470 -15%
Huntington National Bank
14
Huntington National Bank
Ohio
USD 15.2 M – – –
Cardan Capital Partners
15
Cardan Capital Partners
Colorado
USD 14.9 M +USD 363 k +11,904 +3%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 12.5 M +USD 1.4 M +45,858 +13%
Baird Financial Group
17
Baird Financial Group
Wisconsin
USD 12.3 M +USD 1.04 M +34,107 +10%
Jacobus Wealth Management
18
Jacobus Wealth Management
Wisconsin
USD 11.2 M +USD 380 k +12,438 +4%
Goldman Sachs
19
Goldman Sachs
New York
USD 10.4 M +USD 2.13 M +69,762 +27%
NewFocus Financial Group
20
NewFocus Financial Group
Washington
USD 10.4 M +USD 316 k +10,347 +3%
United Capital Financial Advisors
21
United Capital Financial Advisors
Texas
USD 10.1 M +USD 93.4 k +3,060 +1%
ProVise Management Group
22
ProVise Management Group
Florida
USD 9.6 M +USD 985 k +32,274 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
USD 9.38 M +USD 2.92 M +95,604 +47%
LYV
24
Live Your Vision
Pennsylvania
USD 9.13 M +USD 67.2 k +2,202 +0.8%
Signature Estate & Investment Advisors
25
Signature Estate & Investment Advisors
California
USD 8.26 M -USD 1.09 M -35,691 -12%
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