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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
$245M -$8.47M -163,540 -3%
Morgan Stanley
2
Morgan Stanley
New York
$123M -$1.47M -28,373 -1%
LPL Financial
3
LPL Financial
California
$104M -$1.45M -28,062 -1%
LW
4
Linscomb Wealth
Texas
$95.6M -$133K -2,567 -0.1%
UBS Group
5
UBS Group
Switzerland
$92.4M -$1.14M -21,977 -1%
Creative Planning
6
Creative Planning
Kansas
$79.6M +$186K +3,600 +0.2%
Ameriprise
7
Ameriprise
Minnesota
$72.6M +$683K +13,197 +1%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$61.3M +$4.35M +83,943 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$55.3M -$3.62M -69,855 -6%
Wells Fargo
10
Wells Fargo
California
$48.9M -$2.47M -47,719 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$31.9M -$7.31M -141,149 -19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$31.3M +$1.98M +38,242 +7%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$30M +$8.6M +166,053 +41%
KAS
14
Kestra Advisory Services
Texas
$28.9M -$383K -7,387 -1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$28.6M +$898K +17,333 +3%
CCM
16
Coldstream Capital Management
Washington
$26.6M -$716K -13,826 -3%
KeyBank National Association
17
KeyBank National Association
Ohio
$26.1M +$142K +2,745 +0.6%
IWP
18
IAG Wealth Partners
Wisconsin
$25.4M +$760K +14,670 +3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$24M +$396K +7,650 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$19.7M -$32.8M -633,367 -63%
Osaic Holdings
21
Osaic Holdings
Arizona
$19.5M -$20.7K -400 -0.1%
SFGP
22
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$19M +$224K +4,328 +1%
TW
23
Trajan Wealth
Arizona
$18.9M -$600K -11,584 -3%
MPW
24
Melone Private Wealth
Michigan
$18.2M +$697K +13,457 +4%
HNB
25
Huntington National Bank
Ohio
$17.9M