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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
$8934万 -$1040万 -394,353 -11%
Bank of America
2
Bank of America
North Carolina
$6261万 -$350万 -132,789 -6%
Linscomb Wealth
3
Linscomb Wealth
Texas
$6009万 +$57.9万 +21,960 +1%
UBS Group
4
UBS Group
Switzerland
$5446万 -$840万 -318,591 -14%
Wells Fargo
5
Wells Fargo
California
$4408万 -$118万 -44,757 -3%
LPL Financial
6
LPL Financial
California
$3422万 -$131万 -49,560 -4%
Ameriprise
7
Ameriprise
Minnesota
$3089万 -$150万 -56,913 -5%
Creative Planning
8
Creative Planning
Kansas
$2528万 -$124万 -46,878 -5%
Parsec Financial Management
9
Parsec Financial Management
North Carolina
$2339万 +$136万 +51,411 +7%
SVA Wealth Management
10
SVA Wealth Management
Wisconsin
$1674万 +$283万 +107,370 +23%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1652万 +$224万 +84,936 +17%
NFG
12
Noven Financial Group
Colorado
$1471万 +$1352万 +512,586 新規
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1403万 -$240万 -90,867 -16%
Cardan Capital Partners
14
Cardan Capital Partners
Colorado
$1230万 +$402万 +152,511 +55%
Jacobus Wealth Management
15
Jacobus Wealth Management
Wisconsin
$1037万 +$5.34万 +2,025 +0.6%
Raymond James & Associates
16
Raymond James & Associates
Florida
$894万 +$7.43万 +2,817 +0.9%
NewFocus Financial Group
17
NewFocus Financial Group
Washington
$867万 +$72.3万 +27,414 +10%
LYV
18
Live Your Vision
Pennsylvania
$852万 -$13.4万 -5,088 -2%
Raymond James Financial Services Advisors
19
Raymond James Financial Services Advisors
Florida
$841万 +$2.79万 +1,059 +0.4%
JP Morgan Private Wealth Advisors
20
JP Morgan Private Wealth Advisors
California
$811万 -$53.6万 -20,331 -7%
ProVise Management Group
21
ProVise Management Group
Florida
$721万 -$13.2万 -5,016 -2%
Signature Estate & Investment Advisors
22
Signature Estate & Investment Advisors
California
$606万 +$60.8万 +23,034 +12%
New England Investment & Retirement Group
23
New England Investment & Retirement Group
Massachusetts
$560万 -$641万 -243,147 -55%
Huntington National Bank
24
Huntington National Bank
Ohio
$556万 – – –
JP Morgan Chase
25
JP Morgan Chase
New York
$554万 -$51.5万 -19,506 -9%