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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
$145M +$16.4M +536,205 +13%
Bank of America
2
Bank of America
North Carolina
$102M +$16M +522,690 +19%
Ameriprise
3
Ameriprise
Minnesota
$82.6M +$23.8M +779,832 +42%
UBS Group
4
UBS Group
Switzerland
$75M +$13.9M +454,731 +24%
Wells Fargo
5
Wells Fargo
California
$68.3M +$6.88M +225,504 +12%
LW
6
Linscomb Wealth
Texas
$65.4M -$279K -9,147 -0.4%
Creative Planning
7
Creative Planning
Kansas
$29.9M +$302K +9,909 +1%
LPL Financial
8
LPL Financial
California
$29.8M +$5.52M +180,729 +24%
PFM
9
Parsec Financial Management
North Carolina
$26.5M +$227K +7,437 +0.9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$24.5M +$3.28M +107,511 +16%
SWM
11
SVA Wealth Management
Wisconsin
$21.7M +$1.24M +40,668 +6%
RJA
12
Raymond James & Associates
Florida
$18.1M +$2.11M +69,072 +14%
NFG
13
Noven Financial Group
Colorado
$15.3M -$2.52M -82,470 -15%
HNB
14
Huntington National Bank
Ohio
$15.2M – – –
CCP
15
Cardan Capital Partners
Colorado
$14.9M +$363K +11,904 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$12.5M +$1.4M +45,858 +13%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$12.3M +$1.04M +34,107 +10%
JWM
18
Jacobus Wealth Management
Wisconsin
$11.2M +$380K +12,438 +4%
Goldman Sachs
19
Goldman Sachs
New York
$10.4M +$2.13M +69,762 +27%
NFG
20
NewFocus Financial Group
Washington
$10.4M +$316K +10,347 +3%
UCFA
21
United Capital Financial Advisors
Texas
$10.1M +$93.4K +3,060 +1%
PMG
22
ProVise Management Group
Florida
$9.56M +$985K +32,274 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.38M +$2.92M +95,604 +47%
LYV
24
Live Your Vision
Pennsylvania
$9.13M +$67.2K +2,202 +0.8%
SEIA
25
Signature Estate & Investment Advisors
California
$8.26M -$1.09M -35,691 -12%
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