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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
$151M +$955K +29,613 +0.6%
Bank of America
2
Bank of America
North Carolina
$130M +$23.9M +742,257 +23%
Ameriprise
3
Ameriprise
Minnesota
$102M +$16.4M +509,679 +19%
UBS Group
4
UBS Group
Switzerland
$89.1M +$11.6M +358,320 +15%
Wells Fargo
5
Wells Fargo
California
$74M +$3.42M +105,969 +5%
LW
6
Linscomb Wealth
Texas
$68.3M +$717K +22,215 +1%
LPL Financial
7
LPL Financial
California
$37.2M +$6.72M +208,422 +22%
Creative Planning
8
Creative Planning
Kansas
$32.9M +$2M +62,112 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$28.9M +$19.1M +592,311 +199%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$27.9M +$2.61M +80,853 +10%
PFM
11
Parsec Financial Management
North Carolina
$27.9M +$550K +17,052 +2%
SWM
12
SVA Wealth Management
Wisconsin
$25.9M +$3.48M +108,015 +16%
RJA
13
Raymond James & Associates
Florida
$22.5M +$3.76M +116,547 +20%
HNB
14
Huntington National Bank
Ohio
$18.4M – – –
NFG
15
Noven Financial Group
Colorado
$16.5M +$691K +21,435 +4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$15.6M +$2.67M +82,803 +21%
CCP
17
Cardan Capital Partners
Colorado
$12.6M -$2.69M -83,424 -18%
PMG
18
ProVise Management Group
Florida
$12.4M +$2.54M +78,777 +26%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$12M -$713K -22,095 -6%
JWM
20
Jacobus Wealth Management
Wisconsin
$11.8M +$144K +4,464 +1%
NFG
21
NewFocus Financial Group
Washington
$10.7M -$41.9K -1,299 -0.4%
UCFA
22
United Capital Financial Advisors
Texas
$10.5M +$81.8K +2,535 +0.8%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$9.85M +$1.56M +48,366 +19%
LYV
24
Live Your Vision
Pennsylvania
$9.54M +$102K +3,147 +1%
SEIA
25
Signature Estate & Investment Advisors
California
$8.85M +$311K +9,645 +4%
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