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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
$89.3M -$10.4M -394,353 -11%
Bank of America
2
Bank of America
North Carolina
$62.6M -$3.5M -132,789 -6%
LW
3
Linscomb Wealth
Texas
$60.1M +$579K +21,960 +1%
UBS Group
4
UBS Group
Switzerland
$54.5M -$8.4M -318,591 -14%
Wells Fargo
5
Wells Fargo
California
$44.1M -$1.18M -44,757 -3%
LPL Financial
6
LPL Financial
California
$34.2M -$1.31M -49,560 -4%
Ameriprise
7
Ameriprise
Minnesota
$30.9M -$1.5M -56,913 -5%
Creative Planning
8
Creative Planning
Kansas
$25.3M -$1.24M -46,878 -5%
PFM
9
Parsec Financial Management
North Carolina
$23.4M +$1.36M +51,411 +7%
SWM
10
SVA Wealth Management
Wisconsin
$16.7M +$2.83M +107,370 +23%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.5M +$2.24M +84,936 +17%
NFG
12
Noven Financial Group
Colorado
$14.7M +$13.5M +512,586 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$14M -$2.4M -90,867 -16%
CCP
14
Cardan Capital Partners
Colorado
$12.3M +$4.02M +152,511 +55%
JWM
15
Jacobus Wealth Management
Wisconsin
$10.4M +$53.4K +2,025 +0.6%
RJA
16
Raymond James & Associates
Florida
$8.94M +$74.3K +2,817 +0.9%
NFG
17
NewFocus Financial Group
Washington
$8.67M +$723K +27,414 +10%
LYV
18
Live Your Vision
Pennsylvania
$8.52M -$134K -5,088 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$8.41M +$27.9K +1,059 +0.4%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$8.11M -$536K -20,331 -7%
PMG
21
ProVise Management Group
Florida
$7.21M -$132K -5,016 -2%
SEIA
22
Signature Estate & Investment Advisors
California
$6.06M +$608K +23,034 +12%
NEIRG
23
New England Investment & Retirement Group
Massachusetts
$5.6M -$6.41M -243,147 -55%
HNB
24
Huntington National Bank
Ohio
$5.56M – – –
JP Morgan Chase
25
JP Morgan Chase
New York
$5.54M -$515K -19,506 -9%
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