We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$124M +$19M +626,736 +18%
Bank of America
2
Bank of America
North Carolina
$82.5M +$19M +626,364 +30%
LW
3
Linscomb Wealth
Texas
$63.3M +$1.21M +39,918 +2%
Wells Fargo
4
Wells Fargo
California
$58.9M +$6.48M +213,486 +12%
UBS Group
5
UBS Group
Switzerland
$58.4M +$259K +8,538 +0.4%
Ameriprise
6
Ameriprise
Minnesota
$55.7M +$13.4M +440,916 +32%
Creative Planning
7
Creative Planning
Kansas
$28.5M +$607K +19,977 +2%
PFM
8
Parsec Financial Management
North Carolina
$25.2M +$316K +10,419 +1%
LPL Financial
9
LPL Financial
California
$22.7M +$2.59M +85,203 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$20.3M +$2.61M +85,944 +15%
SWM
11
SVA Wealth Management
Wisconsin
$19.7M +$1.1M +36,141 +6%
NFG
12
Noven Financial Group
Colorado
$17.2M -$1.71M -56,298 -9%
RJA
13
Raymond James & Associates
Florida
$15.3M +$1.85M +60,810 +14%
CCP
14
Cardan Capital Partners
Colorado
$14M +$405K +13,335 +3%
HNB
15
Huntington National Bank
Ohio
$11.2M – – –
Baird Financial Group
16
Baird Financial Group
Wisconsin
$10.8M +$5.2M +171,207 +93%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$10.7M +$448K +14,751 +4%
JWM
18
Jacobus Wealth Management
Wisconsin
$10.5M -$75.2K -2,475 -0.7%
TA
19
TMD & Associates
Arizona
$9.8M +$2.32M +76,320 +31%
NFG
20
NewFocus Financial Group
Washington
$9.68M +$47.6K +1,566 +0.5%
UCFA
21
United Capital Financial Advisors
Texas
$9.65M +$417K +13,737 +5%
SEIA
22
Signature Estate & Investment Advisors
California
$9.04M +$2.06M +67,998 +30%
MWM
23
Merriman Wealth Management
Washington
$8.82M +$8.84M +291,195 New
LYV
24
Live Your Vision
Pennsylvania
$8.73M -$131K -4,326 -1%
PMG
25
ProVise Management Group
Florida
$8.24M +$232K +7,638 +3%
1
2 3 4 5