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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
$107M -$16M -544,091 -13%
Bank of America
2
Bank of America
North Carolina
$89.3M -$18.3M -621,181 -17%
LW
3
Linscomb Wealth
Texas
$69.9M +$1.21M +41,016 +2%
UBS Group
4
UBS Group
Switzerland
$52M -$6.72M -227,993 -11%
Ameriprise
5
Ameriprise
Minnesota
$51.1M -$179K -6,073 -0.3%
SWM
6
SVA Wealth Management
Wisconsin
$47.9M -$12M -407,299 -20%
Creative Planning
7
Creative Planning
Kansas
$38.4M -$1.65M -55,933 -4%
LPL Financial
8
LPL Financial
California
$37.1M -$2.45M -83,268 -6%
Wells Fargo
9
Wells Fargo
California
$35.3M -$3.84M -130,357 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$30M -$1.27M -43,110 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$29.7M +$331K +11,247 +1%
FPIS
12
Financial Planning & Information Services
Wisconsin
$26.9M +$617K +20,947 +2%
CAN
13
Cetera Advisor Networks
California
$20.4M -$347K -11,771 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$19M -$3.42M -115,932 -15%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$17.2M -$32.6K -1,107 -0.2%
HNB
16
Huntington National Bank
Ohio
$16.1M – – –
Baird Financial Group
17
Baird Financial Group
Wisconsin
$15.9M -$574K -19,469 -3%
PA
18
Paracle Advisors
Washington
$15.6M +$656K +22,250 +4%
KAS
19
Kestra Advisory Services
Texas
$13.4M +$13.7M +465,357 New
UCFA
20
United Capital Financial Advisors
Texas
$12.2M +$569K +19,324 +5%
PWS
21
Private Wealth Strategies
Ohio
$11.8M +$1.36M +46,057 +13%
IWP
22
IAG Wealth Partners
Wisconsin
$9.58M +$817K +27,722 +9%
AWM
23
AE Wealth Management
Kansas
$9.46M -$2.71M -91,843 -22%
RJA
24
Raymond James & Associates
Florida
$9.45M -$1.44M -48,764 -13%
SS
25
Simplicity Solutions
Minnesota
$9.15M -$2.56M -86,710 -22%
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