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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
$94.3M +$23.3M +867,075 +32%
LW
2
Linscomb Wealth
Texas
$52.7M -$2.98M -110,823 -5%
Bank of America
3
Bank of America
North Carolina
$47.6M -$1.94M -72,105 -4%
Wells Fargo
4
Wells Fargo
California
$42.9M +$2.87M +106,632 +7%
U
5
UBS
Switzerland
$39.1M +$529K +19,689 +1%
Creative Planning
6
Creative Planning
Kansas
$20.2M +$428K +15,909 +2%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$14.4M +$535K +19,893 +4%
LPL Financial
8
LPL Financial
California
$14M +$785K +29,199 +6%
CCMG
9
Clark Capital Management Group
Pennsylvania
$10.2M -$5.58M -207,366 -35%
JWM
10
Jacobus Wealth Management
Wisconsin
$8.74M +$42.2K +1,569 +0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.1M +$919K +34,173 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.1M +$738K +27,444 +10%
LYV
13
Live Your Vision
Pennsylvania
$8.04M -$411K -15,279 -5%
Ameriprise
14
Ameriprise
Minnesota
$7.64M +$985K +36,630 +14%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$6.01M +$2.74M +101,889 +79%
PMG
16
ProVise Management Group
Florida
$5.01M +$872K +32,418 +20%
ONB
17
Old National Bancorp
Indiana
$4.94M -$89K -3,309 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.61M +$494K +18,381 +12%
Stifel Financial
19
Stifel Financial
Missouri
$4.28M +$324K +12,045 +8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.15M -$2.27M -84,420 -35%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.04M -$87.2K -3,243 -2%
PFM
22
Parsec Financial Management
North Carolina
$3.74M -$50K -1,860 -1%
SG Americas Securities
23
SG Americas Securities
New York
$3.46M +$1.88M +69,852 +111%
BCI
24
Brinker Capital Investments
Pennsylvania
$3.36M +$451K +16,758 +15%
SWM
25
SVA Wealth Management
Wisconsin
$3.36M +$133K +4,956 +4%