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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.6M +$10.5M +459,351 +28%
LW
2
Linscomb Wealth
Texas
$42.3M +$5.78M +252,393 +16%
U
3
UBS
Switzerland
$29.6M -$2.96M -129,180 -9%
Wells Fargo
4
Wells Fargo
California
$26.9M +$342K +14,922 +1%
Bank of America
5
Bank of America
North Carolina
$26.4M +$2.96M +129,066 +13%
CCMG
6
Clark Capital Management Group
Pennsylvania
$12.2M +$978K +42,666 +9%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$10.4M +$1.04M +45,471 +11%
Creative Planning
8
Creative Planning
Kansas
$9.73M +$3.25M +141,699 +51%
LPL Financial
9
LPL Financial
California
$8.09M +$2.65M +115,560 +51%
LYV
10
Live Your Vision
Pennsylvania
$7.89M +$219K +9,570 +3%
JWM
11
Jacobus Wealth Management
Wisconsin
$6.78M +$741K +32,340 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.41M +$4.7M +205,290 +729%
UCFA
13
United Capital Financial Advisors
Texas
$5.32M +$5.26M +229,533 New
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.17M +$5.12M +223,326 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.01M +$359K +15,648 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.93M +$597K +26,046 +14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.9M +$3.12M +136,254 +181%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.42M +$1M +43,821 +30%
TT
19
Tower Trust
Indiana
$4.22M +$301K +13,113 +8%
Ameriprise
20
Ameriprise
Minnesota
$4.16M +$543K +23,688 +15%
PFM
21
Parsec Financial Management
North Carolina
$4.12M -$143K -6,246 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.67M +$896K +39,099 +33%
Deutsche Bank
23
Deutsche Bank
Germany
$3.1M +$2.01M +87,921 +192%
SI
24
Stephens Inc
Arkansas
$2.64M +$99.8K +4,353 +4%
SNC
25
Stifel Nicolaus & Co
Missouri
$2.44M +$1.93M +84,153 +395%