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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
$120M -$6.95M -257,340 -6%
Bank of America
2
Bank of America
North Carolina
$105M -$41.2M -1,527,085 -29%
LW
3
Linscomb Wealth
Texas
$67.4M +$6.86M +254,118 +12%
SWM
4
SVA Wealth Management
Wisconsin
$58.4M +$2.61M +96,705 +5%
UBS Group
5
UBS Group
Switzerland
$57.4M -$27.6M -1,023,058 -34%
Ameriprise
6
Ameriprise
Minnesota
$50.5M -$52.3M -1,937,301 -52%
Creative Planning
7
Creative Planning
Kansas
$39.2M +$2.47M +91,639 +7%
LPL Financial
8
LPL Financial
California
$38.7M -$4M -148,227 -10%
Wells Fargo
9
Wells Fargo
California
$38.3M +$4.68M +173,382 +15%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$30.6M +$29.1M +1,079,309 New
Osaic Holdings
11
Osaic Holdings
Arizona
$29.1M +$96.6K +3,576 +0.3%
FPIS
12
Financial Planning & Information Services
Wisconsin
$25.8M +$3.13M +115,934 +15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$21.9M -$9.78M -362,168 -32%
CAN
14
Cetera Advisor Networks
California
$20.3M -$2.04M -75,678 -10%
IWA
15
Inspirion Wealth Advisors
Illinois
$18.4M -$158K -5,868 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.9M -$2.5M -92,598 -13%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$16.1M +$6.43M +238,103 +72%
HNB
18
Huntington National Bank
Ohio
$16M – – –
PA
19
Paracle Advisors
Washington
$14.7M +$2.37M +87,594 +20%
AWM
20
AE Wealth Management
Kansas
$11.9M +$5.81M +215,188 +106%
UCFA
21
United Capital Financial Advisors
Texas
$11.4M +$43.4K +1,607 +0.4%
SS
22
Simplicity Solutions
Minnesota
$11.4M +$5.66M +209,771 +108%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$10.9M -$1.38M -51,028 -12%
RJA
24
Raymond James & Associates
Florida
$10.6M -$6.86M -254,005 -40%
PWS
25
Private Wealth Strategies
Ohio
$10.2M +$408K +15,118 +4%
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