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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.8M +$36.1M +1,640,025 New
LW
2
Linscomb Wealth
Texas
$34.3M +$34.6M +1,570,893 New
U
3
UBS
Switzerland
$30.7M +$30.9M +1,405,602 New
Wells Fargo
4
Wells Fargo
California
$25M +$25.2M +1,145,481 New
Bank of America
5
Bank of America
North Carolina
$22.1M +$22.2M +1,010,574 New
CCMG
6
Clark Capital Management Group
Pennsylvania
$10.6M +$10.6M +483,165 New
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$8.84M +$8.91M +404,607 New
LYV
8
Live Your Vision
Pennsylvania
$7.45M +$7.28M +330,756 New
Creative Planning
9
Creative Planning
Kansas
$6.08M +$6.12M +278,037 New
JWM
10
Jacobus Wealth Management
Wisconsin
$5.69M +$5.73M +260,358 New
LPL Financial
11
LPL Financial
California
$4.97M +$5M +227,250 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.89M +$4.92M +223,626 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.38M +$4.41M +200,517 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.08M +$4.11M +186,684 New
PFM
15
Parsec Financial Management
North Carolina
$4.02M +$4.05M +184,044 New
TT
16
Tower Trust
Indiana
$3.69M +$3.72M +169,056 New
Ameriprise
17
Ameriprise
Minnesota
$3.38M +$3.41M +154,884 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.21M +$3.23M +146,910 New
IT
19
Investors Trust
Texas
$3.08M +$3.1M +140,886 New
JP Morgan Chase
20
JP Morgan Chase
New York
$2.61M +$2.63M +119,367 New
SI
21
Stephens Inc
Arkansas
$2.39M +$2.41M +109,530 New
BCI
22
Brinker Capital Investments
Pennsylvania
$2.19M +$2.21M +100,374 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.65M +$1.66M +75,381 New
SF
24
Synovus Financial
Georgia
$1.6M +$1.61M +73,260 New
AIG
25
American International Group
New York
$1.41M +$1.42M +64,629 New
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