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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 158 M +USD 6.13 M +189,303 +4%
Bank of America
2
Bank of America
North Carolina
USD 144 M +USD 13.6 M +420,183 +11%
Ameriprise
3
Ameriprise
Minnesota
USD 127 M +USD 24.8 M +765,498 +24%
UBS Group
4
UBS Group
Switzerland
USD 91.7 M +USD 2.38 M +73,440 +3%
Wells Fargo
5
Wells Fargo
California
USD 79.5 M +USD 5.33 M +164,613 +7%
Linscomb Wealth
6
Linscomb Wealth
Texas
USD 68.2 M -USD 348 k -10,734 -0.5%
LPL Financial
7
LPL Financial
California
USD 40 M +USD 2.55 M +78,738 +7%
Creative Planning
8
Creative Planning
Kansas
USD 36.2 M +USD 3.16 M +97,506 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 29 M +USD 1.08 M +33,414 +4%
Parsec Financial Management
10
Parsec Financial Management
North Carolina
USD 28.9 M +USD 991 k +30,573 +4%
SVA Wealth Management
11
SVA Wealth Management
Wisconsin
USD 27.6 M +USD 1.57 M +48,459 +6%
Raymond James & Associates
12
Raymond James & Associates
Florida
USD 24.5 M +USD 2.02 M +62,217 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
USD 21.8 M -USD 7.17 M -221,388 -25%
Huntington National Bank
14
Huntington National Bank
Ohio
USD 19.1 M – – –
NFG
15
Noven Financial Group
Colorado
USD 17 M +USD 499 k +15,390 +3%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 16.3 M +USD 644 k +19,875 +4%
ProVise Management Group
17
ProVise Management Group
Florida
USD 13.2 M +USD 752 k +23,208 +6%
Cardan Capital Partners
18
Cardan Capital Partners
Colorado
USD 13 M +USD 273 k +8,418 +2%
Jacobus Wealth Management
19
Jacobus Wealth Management
Wisconsin
USD 12.3 M +USD 478 k +14,763 +4%
Baird Financial Group
20
Baird Financial Group
Wisconsin
USD 12 M +USD 55.8 k +1,722 +0.5%
United Capital Financial Advisors
21
United Capital Financial Advisors
Texas
USD 10.7 M +USD 102 k +3,156 +1%
JP Morgan Private Wealth Advisors
22
JP Morgan Private Wealth Advisors
California
USD 10.4 M +USD 539 k +16,647 +5%
LYV
23
Live Your Vision
Pennsylvania
USD 10.1 M +USD 447 k +13,794 +5%
MML Investors Services
24
MML Investors Services
Massachusetts
USD 9.6 M +USD 9.6 M +295,773 Nuevas
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 8.36 M -USD 150 k -4,635 -2%
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