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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 153 M -USD 8.47 M -259,755 -5%
Ameriprise
2
Ameriprise
Minnesota
USD 146 M +USD 16.2 M +497,913 +13%
Bank of America
3
Bank of America
North Carolina
USD 142 M -USD 4.81 M -147,399 -3%
UBS Group
4
UBS Group
Switzerland
USD 86.6 M -USD 7.05 M -216,087 -8%
Wells Fargo
5
Wells Fargo
California
USD 83.2 M +USD 1.78 M +54,696 +2%
Linscomb Wealth
6
Linscomb Wealth
Texas
USD 68.2 M -USD 1.48 M -45,291 -2%
LPL Financial
7
LPL Financial
California
USD 44.6 M +USD 3.56 M +109,113 +9%
Creative Planning
8
Creative Planning
Kansas
USD 38.7 M +USD 1.66 M +50,931 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 30.2 M +USD 505 k +15,477 +2%
Parsec Financial Management
10
Parsec Financial Management
North Carolina
USD 29.8 M +USD 211 k +6,474 +0.7%
SVA Wealth Management
11
SVA Wealth Management
Wisconsin
USD 29.5 M +USD 1.26 M +38,511 +5%
Raymond James & Associates
12
Raymond James & Associates
Florida
USD 25 M -USD 63.9 k -1,959 -0.3%
Huntington National Bank
13
Huntington National Bank
Ohio
USD 19.5 M – – –
NFG
14
Noven Financial Group
Colorado
USD 18.4 M +USD 952 k +29,175 +6%
Raymond James Financial Services Advisors
15
Raymond James Financial Services Advisors
Florida
USD 17.7 M +USD 966 k +29,610 +6%
ProVise Management Group
16
ProVise Management Group
Florida
USD 14 M +USD 435 k +13,332 +3%
Cardan Capital Partners
17
Cardan Capital Partners
Colorado
USD 13.1 M -USD 135 k -4,134 -1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
USD 12.7 M +USD 358 k +10,980 +3%
Jacobus Wealth Management
19
Jacobus Wealth Management
Wisconsin
USD 12.4 M -USD 163 k -4,989 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
USD 12.2 M -USD 9.9 M -303,096 -45%
JP Morgan Private Wealth Advisors
21
JP Morgan Private Wealth Advisors
California
USD 11.8 M +USD 1.12 M +34,350 +11%
United Capital Financial Advisors
22
United Capital Financial Advisors
Texas
USD 11.2 M +USD 270 k +8,277 +3%
LYV
23
Live Your Vision
Pennsylvania
USD 10.4 M +USD 179 k +5,502 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
USD 10.4 M +USD 5.18 M +158,739 +104%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 8.96 M +USD 399 k +12,234 +5%
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