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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
$102M -$9.96M -350,325 -9%
Bank of America
2
Bank of America
North Carolina
$61.1M -$45.8K -1,611 -0.1%
UBS Group
3
UBS Group
Switzerland
$57.2M -$1M -35,247 -2%
LW
4
Linscomb Wealth
Texas
$56M -$377K -13,260 -0.6%
Wells Fargo
5
Wells Fargo
California
$46.9M -$3.83M -134,607 -7%
Creative Planning
6
Creative Planning
Kansas
$25.5M +$828K +29,145 +3%
Ameriprise
7
Ameriprise
Minnesota
$22.4M +$5.67M +199,680 +32%
PFM
8
Parsec Financial Management
North Carolina
$17.5M +$3.68M +129,618 +26%
LPL Financial
9
LPL Financial
California
$17.1M +$993K +34,932 +6%
NEIRG
10
New England Investment & Retirement Group
Massachusetts
$12.9M -$2.46M -86,589 -16%
CA
11
Cumberland Advisors
Florida
$12.7M -$63.1K -2,220 -0.5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.5M +$3.09M +108,801 +31%
JWM
13
Jacobus Wealth Management
Wisconsin
$9.65M +$541K +19,023 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.44M -$58.7K -2,064 -0.6%
LYV
15
Live Your Vision
Pennsylvania
$8.66M +$49.2K +1,731 +0.6%
CCMG
16
Clark Capital Management Group
Pennsylvania
$8.24M -$3.55M -124,773 -29%
RJA
17
Raymond James & Associates
Florida
$7.99M +$439K +15,432 +6%
NFG
18
NewFocus Financial Group
Washington
$7.78M +$214K +7,524 +3%
PMG
19
ProVise Management Group
Florida
$7.58M +$308K +10,827 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.26M -$1.09M -38,475 -13%
JP Morgan Chase
21
JP Morgan Chase
New York
$7.07M +$281K +9,876 +4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$6.77M +$6.99M +245,865 New
SWM
23
SVA Wealth Management
Wisconsin
$6.57M +$594K +20,898 +10%
HNB
24
Huntington National Bank
Ohio
$6.26M -$5.51M -193,884 Closed
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5.74M -$841K -29,580 -12%
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