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WisdomTree US MidCap Dividend Fund
DON

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$221M +$1.75M +47,257 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$179M +$3.86M +104,438 +2%
Ameriprise
3
Ameriprise
Minnesota
$135M +$4.76M +128,761 +4%
UBS Group
4
UBS Group
Switzerland
$133M +$517K +13,974 +0.4%
LW
5
Linscomb Wealth
Texas
$79.2M +$597K +16,131 +0.8%
SWM
6
SVA Wealth Management
Wisconsin
$71.4M +$1.23M +33,145 +2%
LPL Financial
7
LPL Financial
California
$61M +$1.73M +46,727 +3%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$59.7M +$1.14M +30,887 +2%
Wells Fargo
9
Wells Fargo
California
$59M +$1.34M +36,333 +2%
Creative Planning
10
Creative Planning
Kansas
$53.3M +$2.56M +69,293 +5%
RJA
11
Raymond James & Associates
Florida
$41.9M -$513K -13,871 -1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$40.2M +$3.85M +104,109 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$40.2M +$3.15M +85,183 +9%
PFM
14
Parsec Financial Management
North Carolina
$32.5M -$4.88M -131,984 -13%
CWM
15
Connecticut Wealth Management
Connecticut
$31.4M -$632K -17,091 -2%
CAN
16
Cetera Advisor Networks
California
$28.3M +$3.61M +97,672 +15%
HNB
17
Huntington National Bank
Ohio
$27.9M – – –
FPIS
18
Financial Planning & Information Services
Wisconsin
$27.3M +$549K +14,858 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$26.1M +$1.3M +35,274 +5%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$25.7M +$1.32M +35,657 +5%
IWA
21
Inspirion Wealth Advisors
Illinois
$23.3M +$84.3K +2,279 +0.4%
RTC
22
Riverview Trust Company
Washington
$20.8M +$1.1M +29,718 +6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$19.9M -$160K -4,325 -0.8%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$18.1M +$800K +21,641 +5%
PA
25
Paracle Advisors
Washington
$16.2M +$865K +23,385 +6%
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