We are live on ! Find out more
DON icon

WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$137M -$75.1K -1,788 -0.1%
Bank of America
2
Bank of America
North Carolina
$112M -$2.38M -56,754 -2%
LW
3
Linscomb Wealth
Texas
$100M +$388K +9,236 +0.4%
UBS Group
4
UBS Group
Switzerland
$60.6M -$551K -13,125 -0.9%
Ameriprise
5
Ameriprise
Minnesota
$53.3M +$806K +19,203 +2%
Creative Planning
6
Creative Planning
Kansas
$52.5M +$4.51M +107,454 +9%
LPL Financial
7
LPL Financial
California
$49.6M +$374K +8,908 +0.7%
Wells Fargo
8
Wells Fargo
California
$40.1M +$381K +9,073 +0.9%
FPIS
9
Financial Planning & Information Services
Wisconsin
$38.6M +$5.16M +122,840 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$33.7M -$5.77M -137,551 -15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$28.5M -$1.3M -30,941 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$27.5M +$365K +8,703 +1%
CCM
13
Coldstream Capital Management
Washington
$24.9M +$307K +7,304 +1%
AWM
14
AE Wealth Management
Kansas
$23.2M +$3.37M +80,288 +17%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$22.9M +$1.41M +33,506 +6%
CAN
16
Cetera Advisor Networks
California
$20.3M -$363K -8,652 -2%
UCFA
17
United Capital Financial Advisors
Texas
$19.9M +$582K +13,860 +3%
KAS
18
Kestra Advisory Services
Texas
$19.7M +$2M +47,636 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19.6M -$27.9K -664 -0.1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.2M +$1.69M +40,366 +10%
JFA
21
JNBA Financial Advisors
Minnesota
$16.2M +$1.64M +39,045 +11%
HNB
22
Huntington National Bank
Ohio
$14.5M +$64.4K +1,533 +5%
IWP
23
IAG Wealth Partners
Wisconsin
$14.2M +$291K +6,932 +2%
RJA
24
Raymond James & Associates
Florida
$13.8M +$392K +9,326 +3%
KeyBank National Association
25
KeyBank National Association
Ohio
$13.8M +$838K +19,968 +6%