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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
$153M -$8.47M -259,755 -5%
Ameriprise
2
Ameriprise
Minnesota
$146M +$16.2M +497,913 +13%
Bank of America
3
Bank of America
North Carolina
$142M -$4.81M -147,399 -3%
UBS Group
4
UBS Group
Switzerland
$86.6M -$7.05M -216,087 -8%
Wells Fargo
5
Wells Fargo
California
$83.2M +$1.78M +54,696 +2%
LW
6
Linscomb Wealth
Texas
$68.2M -$1.48M -45,291 -2%
LPL Financial
7
LPL Financial
California
$44.6M +$3.56M +109,113 +9%
Creative Planning
8
Creative Planning
Kansas
$38.7M +$1.66M +50,931 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$30.2M +$505K +15,477 +2%
PFM
10
Parsec Financial Management
North Carolina
$29.8M +$211K +6,474 +0.7%
SWM
11
SVA Wealth Management
Wisconsin
$29.5M +$1.26M +38,511 +5%
RJA
12
Raymond James & Associates
Florida
$25M -$63.9K -1,959 -0.3%
HNB
13
Huntington National Bank
Ohio
$19.5M – – –
NFG
14
Noven Financial Group
Colorado
$18.4M +$952K +29,175 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$17.7M +$966K +29,610 +6%
PMG
16
ProVise Management Group
Florida
$14M +$435K +13,332 +3%
CCP
17
Cardan Capital Partners
Colorado
$13.1M -$135K -4,134 -1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$12.7M +$358K +10,980 +3%
JWM
19
Jacobus Wealth Management
Wisconsin
$12.4M -$163K -4,989 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12.2M -$9.89M -303,096 -45%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$11.8M +$1.12M +34,350 +11%
UCFA
22
United Capital Financial Advisors
Texas
$11.2M +$270K +8,277 +3%
LYV
23
Live Your Vision
Pennsylvania
$10.4M +$179K +5,502 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$10.4M +$5.18M +158,739 +104%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.96M +$399K +12,234 +5%
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