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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
$99.6M -$1.32M -48,651 -1%
LW
2
Linscomb Wealth
Texas
$55.6M -$791K -29,250 -1%
Bank of America
3
Bank of America
North Carolina
$51.8M +$886K +32,751 +2%
UBS Group
4
UBS Group
Switzerland
$51M +$49.4M +1,827,042 New
Wells Fargo
5
Wells Fargo
California
$43.3M -$2.55M -94,173 -6%
Creative Planning
6
Creative Planning
Kansas
$24.2M +$2.59M +95,910 +12%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$16.1M +$623K +23,013 +4%
LPL Financial
8
LPL Financial
California
$14.7M -$443K -16,356 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$12.1M +$7.46M +275,613 +173%
Ameriprise
10
Ameriprise
Minnesota
$11.4M +$3.17M +117,177 +40%
CCMG
11
Clark Capital Management Group
Pennsylvania
$11M +$28.1K +1,038 +0.3%
JWM
12
Jacobus Wealth Management
Wisconsin
$9.78M +$417K +15,402 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$9.29M +$610K +22,536 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.09M +$409K +15,120 +5%
LYV
15
Live Your Vision
Pennsylvania
$8.71M +$35.5K +1,314 +0.4%
RJA
16
Raymond James & Associates
Florida
$7.79M +$5.2M +192,273 +222%
Jane Street
17
Jane Street
New York
$6.79M +$3.65M +135,093 +125%
PMG
18
ProVise Management Group
Florida
$6.19M +$805K +29,757 +15%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$5.7M +$5.04M +186,105 +1,023%
JP Morgan Chase
20
JP Morgan Chase
New York
$5.2M +$262K +9,678 +5%
ONB
21
Old National Bancorp
Indiana
$5.16M -$122K -4,515 -2%
IWA
22
Inspirion Wealth Advisors
Illinois
$5.01M +$4.86M +179,490 New
Stifel Financial
23
Stifel Financial
Missouri
$4.9M +$311K +11,490 +7%
SWM
24
SVA Wealth Management
Wisconsin
$4.33M +$710K +26,235 +20%
PFM
25
Parsec Financial Management
North Carolina
$4.14M +$135K +5,004 +3%
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