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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
$139M -$6.54M -154,458 -4%
Bank of America
2
Bank of America
North Carolina
$116M -$321K -7,573 -0.3%
LW
3
Linscomb Wealth
Texas
$101M -$522K -12,333 -0.5%
UBS Group
4
UBS Group
Switzerland
$61.9M +$418K +9,878 +0.7%
Ameriprise
5
Ameriprise
Minnesota
$53.1M -$948K -22,392 -2%
LPL Financial
6
LPL Financial
California
$49.9M +$4.21M +99,465 +9%
Creative Planning
7
Creative Planning
Kansas
$48.7M -$4.78M -112,938 -9%
Wells Fargo
8
Wells Fargo
California
$40.2M -$841K -19,862 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$39.8M +$691K +16,328 +2%
FPIS
10
Financial Planning & Information Services
Wisconsin
$33.9M -$1.36M -32,248 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$30.1M -$228K -5,391 -0.7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$27.5M +$233K +5,515 +0.8%
TIA
13
Traphagen Investment Advisors
New Jersey
$25M +$311K +7,344 +1%
CCM
14
Coldstream Capital Management
Washington
$24.9M +$25.1M +593,243 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$21.7M +$361K +8,527 +2%
CAN
16
Cetera Advisor Networks
California
$20.9M +$1.49M +35,305 +8%
AWM
17
AE Wealth Management
Kansas
$20.1M +$2.54M +60,080 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$19.8M -$441K -10,426 -2%
UCFA
19
United Capital Financial Advisors
Texas
$19.6M +$947K +22,375 +5%
KAS
20
Kestra Advisory Services
Texas
$17.9M +$538K +12,716 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17.7M -$919K -21,724 -5%
HNB
22
Huntington National Bank
Ohio
$14.8M +$1.18M +27,967 New
JFA
23
JNBA Financial Advisors
Minnesota
$14.8M +$557K +13,149 +4%
IWP
24
IAG Wealth Partners
Wisconsin
$14.1M -$270K -6,376 -2%
RJA
25
Raymond James & Associates
Florida
$13.6M +$287K +6,776 +2%
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