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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
$58M +$5.64M +233,670 +11%
LW
2
Linscomb Wealth
Texas
$50.3M +$4.8M +199,050 +11%
U
3
UBS
Switzerland
$35.9M +$4.02M +166,716 +13%
Bank of America
4
Bank of America
North Carolina
$34.1M +$5.56M +230,637 +20%
Wells Fargo
5
Wells Fargo
California
$30M +$1.13M +46,998 +4%
CCMG
6
Clark Capital Management Group
Pennsylvania
$13.8M +$743K +30,798 +6%
Creative Planning
7
Creative Planning
Kansas
$12.7M +$2.22M +91,857 +22%
NEIRG
8
New England Investment & Retirement Group
Massachusetts
$11.2M +$15.1K +627 +0.1%
LPL Financial
9
LPL Financial
California
$10.1M +$1.52M +62,955 +18%
LYV
10
Live Your Vision
Pennsylvania
$8.35M -$107K -4,437 -1%
JWM
11
Jacobus Wealth Management
Wisconsin
$7.79M +$495K +20,520 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.28M +$1.49M +61,968 +32%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.86M +$466K +19,299 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.73M -$76.9K -3,189 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.67M +$363K +15,039 +7%
TT
16
Tower Trust
Indiana
$4.88M +$338K +14,031 +8%
Ameriprise
17
Ameriprise
Minnesota
$4.87M +$414K +17,148 +10%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M -$846K -35,052 -16%
PFM
19
Parsec Financial Management
North Carolina
$4.36M -$58.9K -2,442 -1%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.41M -$515K -21,342 -13%
SI
21
Stephens Inc
Arkansas
$2.88M +$42K +1,740 +2%
BCI
22
Brinker Capital Investments
Pennsylvania
$2.65M +$77.2K +3,201 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.45M -$2.73M -113,229 -54%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.36M +$255K +10,575 +13%
BFG
25
Beacon Financial Group
Texas
$2.28M +$178K +7,395 +9%
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