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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
$241M -$836K -16,221 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$123M +$1.5M +29,117 +1%
LPL Financial
3
LPL Financial
California
$101M -$2.05M -39,725 -2%
LW
4
Linscomb Wealth
Texas
$95.2M +$812K +15,767 +0.9%
UBS Group
5
UBS Group
Switzerland
$89.3M -$1.81M -35,222 -2%
Creative Planning
6
Creative Planning
Kansas
$78.4M -$139K -2,702 -0.2%
Ameriprise
7
Ameriprise
Minnesota
$71.3M -$375K -7,281 -0.5%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$69.5M +$9.03M +175,162 +15%
Raymond James Financial
9
Raymond James Financial
Florida
$57.5M +$2.97M +57,569 +5%
Wells Fargo
10
Wells Fargo
California
$51.5M +$3.25M +63,062 +7%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$31.8M +$2.18M +42,363 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$30.3M -$1.14M -22,204 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$29.5M -$1.39M -27,058 -5%
KAS
14
Kestra Advisory Services
Texas
$28.4M -$138K -2,675 -0.5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$28.4M +$127K +2,458 +0.4%
KeyBank National Association
16
KeyBank National Association
Ohio
$26.2M +$440K +8,532 +2%
IWP
17
IAG Wealth Partners
Wisconsin
$25.4M +$405K +7,865 +2%
CCM
18
Coldstream Capital Management
Washington
$25.3M -$898K -17,435 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$19.4M +$204K +3,960 +1%
SFGP
20
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$19.2M +$384K +7,445 +2%
TW
21
Trajan Wealth
Arizona
$18.5M -$158K -3,073 -0.9%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$17.7M -$5.94M -115,352 -25%
HNB
23
Huntington National Bank
Ohio
$17.4M
AWM
24
AE Wealth Management
Kansas
$17.3M +$1.42M +27,552 +9%
MCM
25
MAI Capital Management
Ohio
$17.2M -$233K -4,518 -1%