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WISDOMTREE MID-CAP DIVIDE
WISDOMTREE MID-CAP DIVIDE. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 8 Institutional holders with a total value of $15,818,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SOL Capital Management CO 2,500 224,000 1.42%
2 KCM INVESTMENT ADVISORS LLC 2,859 256,000 1.62%
3 VAUGHAN DAVID INVESTMENTS LLC/IL 3,234 289,000 1.83%
4 SignalPoint Asset Management, LLC 4,580 410,000 2.59%
5 Stillwater Capital Advisors, LLC 11,096 993,000 6.28%
6 MAI Capital Management 21,399 1,915,000 12.11%
7 SYNOVUS FINANCIAL CORP 42,729 3,824,000 24.17%
8 J.P. Morgan Private Wealth Advisors LLC 88,336 7,907,000 49.99%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.