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WisdomTree US MidCap Dividend Fund

名前 保有額 取引額 株数
増減
保有比率の
変化
Morgan Stanley
1
Morgan Stanley
New York
$7483万 +$588万 +224,547 +9%
Linscomb Wealth
2
Linscomb Wealth
Texas
$5799万 +$193万 +73,728 +4%
Bank of America
3
Bank of America
North Carolina
$5163万 +$1664万 +635,703 +50%
Wells Fargo
4
Wells Fargo
California
$4187万 +$463万 +176,916 +13%
UBS
5
UBS
Switzerland
$4026万 +$369万 +140,832 +11%
Creative Planning
6
Creative Planning
Kansas
$2059万 +$363万 +138,849 +22%
Clark Capital Management Group
7
Clark Capital Management Group
Pennsylvania
$1632万 +$46.1万 +17,628 +3%
New England Investment & Retirement Group
8
New England Investment & Retirement Group
Massachusetts
$1406万 +$247万 +94,314 +21%
LPL Financial
9
LPL Financial
California
$1394万 +$104万 +39,621 +8%
Jacobus Wealth Management
10
Jacobus Wealth Management
Wisconsin
$908万 -$829万 -316,734 -49%
LYV
11
Live Your Vision
Pennsylvania
$897万 -$28.2万 -10,791 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$770万 +$101万 +38,712 +16%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$752万 +$57.5万 +21,954 +9%
Ameriprise
14
Ameriprise
Minnesota
$693万 +$101万 +38,421 +18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$663万 -$213万 -81,273 -25%
Old National Bancorp
16
Old National Bancorp
Indiana
$525万 +$505万 +192,795 新規
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$500万 -$59.8万 -22,863 -11%
ProVise Management Group
18
ProVise Management Group
Florida
$435万 +$394万 +150,675 +1,660%
CLA (CliftonLarsonAllen) Wealth Advisors
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$431万 -$14.7万 -5,604 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$430万 +$44.5万 +16,995 +12%
Stifel Financial
21
Stifel Financial
Missouri
$414万 +$44.1万 +16,839 +12%
Parsec Financial Management
22
Parsec Financial Management
North Carolina
$396万 -$14.3万 -5,445 -4%
United Capital Financial Advisors
23
United Capital Financial Advisors
Texas
$383万 -$62.3万 -23,805 -14%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$350万 +$280万 +106,854 +495%
SVA Wealth Management
25
SVA Wealth Management
Wisconsin
$337万 +$48万 +18,330 +17%