# WISDOMTREE TR US MIDCAP DIVID

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.

## Summary

- Issuer: WISDOMTREE TR
- Class: US MIDCAP DIVID
- CUSIP: 97717W505
- 13F holders: 490
- 13F value: $2.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $97.1M | 1,848,389 |
| [Linscomb Wealth, Inc.](https://search.stillhousedata.com/firm/106779) | Houston, TX | $86.3M | 1,527,377 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $84.2M | 1,629,505 |
| [Creative Planning](https://search.stillhousedata.com/firm/105348) | 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](https://search.stillhousedata.com/firm/8032) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $24.5M | 466,862 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717w505.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.