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
$133M +$9.14M +266,507 +7%
Bank of America
2
Bank of America
North Carolina
$133M +$14M +408,383 +11%
UBS Group
3
UBS Group
Switzerland
$110M +$22M +641,327 +23%
Ameriprise
4
Ameriprise
Minnesota
$88.3M -$51.1M -1,489,284 -35%
LPL Financial
5
LPL Financial
California
$64.2M +$5.91M +172,353 +9%
LW
6
Linscomb Wealth
Texas
$62.8M +$7.58M +220,933 +13%
Wells Fargo
7
Wells Fargo
California
$46.1M -$19.7M -574,257 -28%
Creative Planning
8
Creative Planning
Kansas
$38.6M -$4.41M -128,702 -10%
SWM
9
SVA Wealth Management
Wisconsin
$35.4M +$1.47M +42,812 +4%
PFM
10
Parsec Financial Management
North Carolina
$32.6M +$822K +23,973 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$32.3M -$2.32M -67,754 -6%
RJA
12
Raymond James & Associates
Florida
$25.9M +$778K +22,698 +3%
HNB
13
Huntington National Bank
Ohio
$25.5M – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19.8M +$9.49M +276,797 +79%
IWA
15
Inspirion Wealth Advisors
Illinois
$17.8M +$110K +3,220 +0.6%
RTC
16
Riverview Trust Company
Washington
$15.9M +$17.3M +504,056 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$14.9M +$9.66M +281,769 +153%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.6M +$3.07M +89,398 +24%
CCP
19
Cardan Capital Partners
Colorado
$13.7M +$257K +7,499 +2%
FPIS
20
Financial Planning & Information Services
Wisconsin
$13.2M +$6.11M +178,193 +74%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$13.1M -$146K -4,253 -1%
PMG
22
ProVise Management Group
Florida
$13M -$715K -20,860 -5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$12.1M +$9.12M +265,834 +228%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$11.7M +$1.27M +37,078 +11%
UCFA
25
United Capital Financial Advisors
Texas
$11.2M -$35.4K -1,032 -0.3%
1
2 3 4 5