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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
$244M -$1.73M -32,118 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$126M +$856K +15,876 +0.7%
UBS Group
3
UBS Group
Switzerland
$98.9M +$8.21M +152,149 +9%
LPL Financial
4
LPL Financial
California
$97.1M -$5.47M -101,510 -5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$85.8M +$16.8M +311,645 +23%
LW
6
Linscomb Wealth
Texas
$83M -$14.3M -265,741 -14%
Creative Planning
7
Creative Planning
Kansas
$79.8M -$14.2K -264 -0%
Ameriprise
8
Ameriprise
Minnesota
$71.1M -$1.51M -28,000 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$52.7M -$6M -111,268 -10%
Wells Fargo
10
Wells Fargo
California
$52.6M +$144K +2,677 +0.3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$37.5M +$5.25M +97,316 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$27.6M -$2.45M -45,422 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$27.3M -$3.59M -66,529 -11%
KeyBank National Association
14
KeyBank National Association
Ohio
$26.9M +$225K +4,175 +0.8%
IWP
15
IAG Wealth Partners
Wisconsin
$26.3M +$405K +7,504 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$24.5M -$4.45M -82,604 -15%
CCM
17
Coldstream Capital Management
Washington
$24.5M -$1.34M -24,777 -5%
Osaic Holdings
18
Osaic Holdings
Arizona
$21.3M +$1.62M +30,012 +8%
SFGP
19
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$20.4M +$891K +16,525 +4%
TW
20
Trajan Wealth
Arizona
$19.2M +$384K +7,117 +2%
KAS
21
Kestra Advisory Services
Texas
$19.2M -$10M -185,496 -34%
AWM
22
AE Wealth Management
Kansas
$18.8M +$1.24M +22,965 +7%
HNB
23
Huntington National Bank
Ohio
$18.8M +$1.34M +24,817 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$18.6M +$627K +11,634 +3%
MCM
25
MAI Capital Management
Ohio
$17.3M -$190K -3,517 -1%