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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$164M -$4.74M -134,994 -3%
Morgan Stanley
2
Morgan Stanley
New York
$132M -$11.2M -320,051 -8%
Bank of America
3
Bank of America
North Carolina
$132M -$4.96M -141,233 -4%
UBS Group
4
UBS Group
Switzerland
$96.7M -$1.55M -44,316 -2%
Wells Fargo
5
Wells Fargo
California
$71.7M -$9.75M -277,904 -12%
LW
6
Linscomb Wealth
Texas
$63.4M -$1.46M -41,671 -2%
LPL Financial
7
LPL Financial
California
$59.2M +$3.47M +98,932 +6%
Creative Planning
8
Creative Planning
Kansas
$47.6M +$498K +14,194 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$37.5M +$3.03M +86,459 +9%
SWM
10
SVA Wealth Management
Wisconsin
$36.6M +$25.5M +726,307 +246%
PFM
11
Parsec Financial Management
North Carolina
$35.2M +$775K +22,078 +2%
RJA
12
Raymond James & Associates
Florida
$27.6M +$1.83M +52,205 +7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$23.3M +$2.26M +64,294 +11%
HNB
14
Huntington National Bank
Ohio
$22.7M – – –
NFG
15
Noven Financial Group
Colorado
$22M +$646K +18,426 +3%
IWA
16
Inspirion Wealth Advisors
Illinois
$19.4M +$490K +13,968 +3%
PMG
17
ProVise Management Group
Florida
$15.6M +$65.9K +1,879 +0.4%
CCP
18
Cardan Capital Partners
Colorado
$15.4M -$420K -11,977 -3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$14.8M -$138K -3,940 -0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$12.6M +$622K +17,734 +5%
UCFA
21
United Capital Financial Advisors
Texas
$12.5M -$51.4K -1,464 -0.4%
CRC
22
Curi RMB Capital
Illinois
$12.4M +$83.2K +2,370 +0.7%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$11.5M +$758K +21,601 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.4M -$3.62M -103,089 -24%
AG
25
Advisor Group
Arizona
$9.67M +$2.86M +81,416 +43%
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