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WisdomTree US MidCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$194M -$3.28M -78,122 -2%
Morgan Stanley
2
Morgan Stanley
New York
$121M -$31.4M -749,313 -22%
LW
3
Linscomb Wealth
Texas
$87.9M -$2.98M -71,143 -4%
LPL Financial
4
LPL Financial
California
$80.5M -$612K -14,588 -0.8%
UBS Group
5
UBS Group
Switzerland
$76.6M -$4.41K -105 -0%
Creative Planning
6
Creative Planning
Kansas
$75.7M -$51.6K -1,231 -0.1%
Ameriprise
7
Ameriprise
Minnesota
$64.9M +$738K +17,589 +1%
FPIS
8
Financial Planning & Information Services
Wisconsin
$46.9M -$3.12M -74,459 -7%
Wells Fargo
9
Wells Fargo
California
$45.4M +$2.33M +55,425 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$36.5M +$291K +6,945 +0.9%
AWM
11
AE Wealth Management
Kansas
$35.7M +$437K +10,422 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$35.3M -$893K -21,281 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$34.7M +$7.55M +180,017 +31%
SSB
14
Sandy Spring Bank
Maryland
$27.3M -$320K -7,630 -1%
CCM
15
Coldstream Capital Management
Washington
$25.6M +$1.46M +34,821 +7%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$23.8M +$367K +8,740 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$23.5M -$3.15M -75,141 -13%
IWP
18
IAG Wealth Partners
Wisconsin
$22.3M -$54.8K -1,306 -0.3%
CAN
19
Cetera Advisor Networks
California
$22.1M +$644K +15,341 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$21.2M -$140K -3,341 -0.7%
KeyBank National Association
21
KeyBank National Association
Ohio
$20.5M -$393K -9,379 -2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$20.5M +$1.26M +30,006 +7%
RJA
23
Raymond James & Associates
Florida
$19.8M -$391K -9,323 -2%
SIA
24
Soltis Investment Advisors
Utah
$19.6M -$441K -10,523 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$16.1M +$1.09M +26,093 +8%