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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
$126M -$2.79M -85,880 -2%
Bank of America
2
Bank of America
North Carolina
$96.5M -$10.3M -317,087 -10%
LW
3
Linscomb Wealth
Texas
$84.4M +$192K +5,902 +0.2%
Ameriprise
4
Ameriprise
Minnesota
$55.1M -$6.06M -186,306 -11%
UBS Group
5
UBS Group
Switzerland
$53.6M -$8.32M -255,766 -14%
CWP
6
Concord Wealth Partners
Virginia
$44M +$41.1M +1,265,449 New
LPL Financial
7
LPL Financial
California
$42.9M -$1.62M -49,786 -4%
Creative Planning
8
Creative Planning
Kansas
$42.7M -$3.26M -100,218 -8%
Wells Fargo
9
Wells Fargo
California
$33.8M -$8.1M -249,127 -20%
FPIS
10
Financial Planning & Information Services
Wisconsin
$31.8M -$522K -16,040 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$28.1M -$7.42M -228,106 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$26.9M -$8.58M -263,796 -25%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$25.4M +$2.43M +74,813 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21.5M +$788K +24,250 +4%
PA
15
Paracle Advisors
Washington
$20.3M +$1.34M +41,116 +8%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$18.5M -$645K -19,832 -4%
CAN
17
Cetera Advisor Networks
California
$17.2M -$6.88M -211,464 -30%
PWS
18
Private Wealth Strategies
Ohio
$15.2M +$974K +29,947 +7%
UCFA
19
United Capital Financial Advisors
Texas
$15.1M +$368K +11,312 +3%
KAS
20
Kestra Advisory Services
Texas
$13.9M -$2.07M -63,772 -14%
CFG
21
CMC Financial Group
Georgia
$13.5M +$12.7M +389,135 New
AWM
22
AE Wealth Management
Kansas
$13M +$1.48M +45,484 +14%
SW
23
Signify Wealth
Missouri
$12.9M +$12.1M +371,751 New
HNB
24
Huntington National Bank
Ohio
$12.7M – – –
TIA
25
Traphagen Investment Advisors
New Jersey
$12.6M +$11.8M +363,380 New
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