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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
$103M +$10M +345,624 +11%
Bank of America
2
Bank of America
North Carolina
$62.6M -$2.42M -83,403 -4%
LW
3
Linscomb Wealth
Texas
$61.1M -$1.28M -44,208 -2%
UBS Group
4
UBS Group
Switzerland
$57.3M +$671K +23,115 +1%
Wells Fargo
5
Wells Fargo
California
$51.7M +$5.69M +195,915 +13%
Ameriprise
6
Ameriprise
Minnesota
$41.7M +$9.56M +329,259 +31%
Creative Planning
7
Creative Planning
Kansas
$27.4M +$1.14M +39,363 +4%
PFM
8
Parsec Financial Management
North Carolina
$24.6M +$234K +8,064 +1%
LPL Financial
9
LPL Financial
California
$20.1M -$15.6M -537,975 -44%
NFG
10
Noven Financial Group
Colorado
$18.6M +$3.24M +111,477 +22%
SWM
11
SVA Wealth Management
Wisconsin
$18.3M +$879K +30,288 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.4M +$243K +8,361 +1%
CCP
13
Cardan Capital Partners
Colorado
$13.3M +$539K +18,579 +4%
RJA
14
Raymond James & Associates
Florida
$13.3M +$3.85M +132,729 +43%
JWM
15
Jacobus Wealth Management
Wisconsin
$10.4M -$402K -13,863 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$10.1M +$1.3M +44,871 +15%
HNB
17
Huntington National Bank
Ohio
$9.56M – – –
NFG
18
NewFocus Financial Group
Washington
$9.49M +$464K +15,990 +5%
UCFA
19
United Capital Financial Advisors
Texas
$9.14M +$7.46M +257,013 +538%
LYV
20
Live Your Vision
Pennsylvania
$8.72M -$124K -4,281 -1%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$7.91M -$507K -17,481 -6%
PMG
22
ProVise Management Group
Florida
$7.88M +$380K +13,101 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.63M -$6.76M -232,821 -48%
TA
24
TMD & Associates
Arizona
$7.37M +$7.17M +247,095 New
Goldman Sachs
25
Goldman Sachs
New York
$7.28M +$3.98M +137,001 +128%
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