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WisdomTree US MidCap Dividend Fund
DON

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Ameriprise
1
Ameriprise
Minnesota
USD 169 M +USD 13.4 M +391,557 +9%
Morgan Stanley
2
Morgan Stanley
New York
USD 164 M +USD 2.32 M +67,932 +1%
Bank of America
3
Bank of America
North Carolina
USD 139 M -USD 10.6 M -308,812 -7%
UBS Group
4
UBS Group
Switzerland
USD 94.2 M +USD 2.45 M +71,690 +3%
Wells Fargo
5
Wells Fargo
California
USD 87.7 M -USD 340 k -9,928 -0.4%
Linscomb Wealth
6
Linscomb Wealth
Texas
USD 65.9 M -USD 6.14 M -179,473 -9%
LPL Financial
7
LPL Financial
California
USD 52.3 M +USD 4.94 M +144,464 +11%
Creative Planning
8
Creative Planning
Kansas
USD 43.3 M +USD 2.29 M +66,860 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 33.3 M +USD 1.27 M +37,177 +4%
Parsec Financial Management
10
Parsec Financial Management
North Carolina
USD 32.5 M +USD 886 k +25,882 +3%
SVA Wealth Management
11
SVA Wealth Management
Wisconsin
USD 32.5 M +USD 1.19 M +34,892 +4%
Raymond James & Associates
12
Raymond James & Associates
Florida
USD 24.6 M -USD 1.86 M -54,291 -7%
Raymond James Financial Services Advisors
13
Raymond James Financial Services Advisors
Florida
USD 21.2 M +USD 2.38 M +69,613 +13%
NFG
14
Noven Financial Group
Colorado
USD 19.6 M +USD 176 k +5,153 +0.9%
Huntington National Bank
15
Huntington National Bank
Ohio
USD 19.3 M – – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
USD 15.2 M +USD 4.04 M +117,962 +38%
ProVise Management Group
17
ProVise Management Group
Florida
USD 14.9 M +USD 59.3 k +1,734 +0.4%
Cardan Capital Partners
18
Cardan Capital Partners
Colorado
USD 14 M +USD 120 k +3,495 +0.9%
Baird Financial Group
19
Baird Financial Group
Wisconsin
USD 13.3 M -USD 157 k -4,577 -1%
JP Morgan Private Wealth Advisors
20
JP Morgan Private Wealth Advisors
California
USD 12.1 M -USD 387 k -11,324 -3%
United Capital Financial Advisors
21
United Capital Financial Advisors
Texas
USD 12 M +USD 155 k +4,539 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 10.5 M +USD 990 k +28,937 +11%
Jane Street
23
Jane Street
New York
USD 9.45 M +USD 4.51 M +131,748 +97%
Curi RMB Capital
24
Curi RMB Capital
Illinois
USD 9.29 M +USD 9.01 M +263,244 Nuevas
Destination Wealth Management
25
Destination Wealth Management
California
USD 9.28 M +USD 53.3 k +1,558 +0.6%
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