WISDOMTREE TR US MIDCAP DIVID is a security (CUSIP 97717W505) tracked across SEC portfolio filings. 490 institutional managers reported $2.1B on Form 13F as of 2026-06-30.
Showing 15 of 490 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $244.1M | 4,645,518 |
| MORGAN STANLEY | NEW YORK, NY | $125.6M | 2,390,779 |
| UBS Group AG | Zurich, V8 | $98.9M | 1,883,131 |
| LPL Financial LLC | FORT MILL, SC | $97.1M | 1,848,389 |
| Linscomb Wealth, Inc. | Houston, TX | $86.3M | 1,527,377 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $84.2M | 1,629,505 |
| Creative Planning | Overland Park, KS | $79.8M | 1,518,247 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $52.7M | 1,003,719 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $52.6M | 1,001,100 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $37.5M | 712,930 |
| KEYBANK NATIONAL ASSOCIATION/OH | BROOKLYN, OH | $32.1M | 567,317 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $28.5M | 503,822 |
| Royal Bank of Canada | TORONTO, A6 | $27.6M | 526,235 |
| IAG Wealth Partners, LLC | WAUKESHA, WI | $26.6M | 470,081 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $24.5M | 466,862 |