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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
$94.1M +$17.5K +645 +0%
Bank of America
2
Bank of America
North Carolina
$62.1M -$2.06M -75,666 -3%
UBS Group
3
UBS Group
Switzerland
$59.5M -$488K -17,934 -0.8%
LW
4
Linscomb Wealth
Texas
$55.6M -$42.3K -1,554 -0.1%
Wells Fargo
5
Wells Fargo
California
$42.4M +$287K +10,536 +0.7%
LPL Financial
6
LPL Financial
California
$33.8M +$17.4M +638,163 +102%
Ameriprise
7
Ameriprise
Minnesota
$30.3M +$3.69M +135,639 +14%
Creative Planning
8
Creative Planning
Kansas
$24.9M +$313K +11,517 +1%
PFM
9
Parsec Financial Management
North Carolina
$20.5M +$726K +26,682 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$15.6M +$9.55M +351,297 +154%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$13.2M +$558K +20,529 +4%
SWM
12
SVA Wealth Management
Wisconsin
$12.8M +$1.22M +44,751 +10%
NEIRG
13
New England Investment & Retirement Group
Massachusetts
$11.8M -$82 -3 -0%
JWM
14
Jacobus Wealth Management
Wisconsin
$9.64M +$139K +5,100 +1%
CCMG
15
Clark Capital Management Group
Pennsylvania
$8.73M +$468K +17,208 +6%
RJA
16
Raymond James & Associates
Florida
$8.29M +$478K +17,571 +6%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$8.13M -$193K -7,095 -2%
LYV
18
Live Your Vision
Pennsylvania
$8.1M -$265K -9,753 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.83M +$768K +28,248 +11%
CCP
20
Cardan Capital Partners
Colorado
$7.41M +$7.51M +276,138 New
NFG
21
NewFocus Financial Group
Washington
$7.37M -$516K -18,969 -6%
PMG
22
ProVise Management Group
Florida
$6.87M -$213K -7,848 -3%
HNB
23
Huntington National Bank
Ohio
$6.34M – – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$6.12M +$4.97M +182,556 +402%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.7M -$1.3M -47,646 -18%
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