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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 164 M -USD 4.74 M -134,994 -3%
Morgan Stanley
2
Morgan Stanley
New York
USD 132 M -USD 11.2 M -320,051 -8%
Bank of America
3
Bank of America
North Carolina
USD 132 M -USD 4.96 M -141,233 -4%
UBS Group
4
UBS Group
Switzerland
USD 96.7 M -USD 1.55 M -44,316 -2%
Wells Fargo
5
Wells Fargo
California
USD 71.7 M -USD 9.8 M -277,904 -12%
Linscomb Wealth
6
Linscomb Wealth
Texas
USD 63.4 M -USD 1.46 M -41,671 -2%
LPL Financial
7
LPL Financial
California
USD 59.2 M +USD 3.47 M +98,932 +6%
Creative Planning
8
Creative Planning
Kansas
USD 47.6 M +USD 498 k +14,194 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 37.5 M +USD 3.03 M +86,459 +9%
SVA Wealth Management
10
SVA Wealth Management
Wisconsin
USD 36.6 M +USD 25.5 M +726,307 +246%
Parsec Financial Management
11
Parsec Financial Management
North Carolina
USD 35.2 M +USD 775 k +22,078 +2%
Raymond James & Associates
12
Raymond James & Associates
Florida
USD 27.6 M +USD 1.83 M +52,205 +7%
Raymond James Financial Services Advisors
13
Raymond James Financial Services Advisors
Florida
USD 23.3 M +USD 2.26 M +64,294 +11%
Huntington National Bank
14
Huntington National Bank
Ohio
USD 22.7 M – – –
NFG
15
Noven Financial Group
Colorado
USD 22 M +USD 646 k +18,426 +3%
Inspirion Wealth Advisors
16
Inspirion Wealth Advisors
Illinois
USD 19.4 M +USD 490 k +13,968 +3%
ProVise Management Group
17
ProVise Management Group
Florida
USD 15.6 M +USD 65.9 k +1,879 +0.4%
Cardan Capital Partners
18
Cardan Capital Partners
Colorado
USD 15.4 M -USD 420 k -11,977 -3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
USD 14.8 M -USD 138 k -3,940 -0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 12.6 M +USD 622 k +17,734 +5%
United Capital Financial Advisors
21
United Capital Financial Advisors
Texas
USD 12.5 M -USD 51.4 k -1,464 -0.4%
Curi RMB Capital
22
Curi RMB Capital
Illinois
USD 12.4 M +USD 83.2 k +2,370 +0.7%
Baird Financial Group
23
Baird Financial Group
Wisconsin
USD 11.5 M +USD 758 k +21,601 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
USD 11.4 M -USD 3.62 M -103,089 -24%
Advisor Group
25
Advisor Group
Arizona
USD 9.7 M +USD 2.86 M +81,416 +43%
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