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WisdomTree US SmallCap Dividend Fund
DES

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 115 M +USD 2.5 M +64,777 +2%
Bank of America
2
Bank of America
North Carolina
USD 99.4 M -USD 546 k -14,179 -0.6%
LPL Financial
3
LPL Financial
California
USD 56.9 M -USD 1.06 M -27,594 -2%
UBS Group
4
UBS Group
Switzerland
USD 54.7 M -USD 1.67 M -43,326 -3%
Creative Planning
5
Creative Planning
Kansas
USD 54.5 M -USD 295 k -7,654 -0.6%
M&T Bank
6
M&T Bank
New York
USD 42.5 M +USD 145 k +3,760 +0.4%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
USD 35.4 M +USD 785 k +20,381 +2%
Jones Financial Companies
8
Jones Financial Companies
Missouri
USD 34.9 M +USD 3.57 M +92,552 +12%
Wells Fargo
9
Wells Fargo
California
USD 33.5 M +USD 432 k +11,213 +1%
Raymond James Financial
10
Raymond James Financial
Florida
USD 30.4 M +USD 29.2 k +758 +0.1%
KeyBank National Association
11
KeyBank National Association
Ohio
USD 30.2 M +USD 910 k +23,619 +3%
Huntington National Bank
12
Huntington National Bank
Ohio
USD 29 M – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 27.9 M +USD 194 k +5,026 +0.7%
Ameriprise
14
Ameriprise
Minnesota
USD 17.1 M +USD 71.5 k +1,856 +0.4%
Valmark Advisers
15
Valmark Advisers
Ohio
USD 13.6 M -USD 540 k -14,008 -4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
USD 13.3 M +USD 272 k +7,049 +2%
Destination Wealth Management
17
Destination Wealth Management
California
USD 13.2 M -USD 202 k -5,229 -2%
AIM
18
Allen Investment Management
New York
USD 11.9 M – – –
AssetMark Inc
19
AssetMark Inc
California
USD 11.7 M +USD 2.65 M +68,741 +32%
Bank of New York Mellon
20
Bank of New York Mellon
New York
USD 11.4 M +USD 1.16 M +30,029 +12%
Kestra Advisory Services
21
Kestra Advisory Services
Texas
USD 10.9 M -USD 207 k -5,359 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 10.2 M +USD 407 k +10,559 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
USD 9.6 M -USD 206 k -5,340 -2%
Curi RMB Capital
24
Curi RMB Capital
Illinois
USD 9.12 M +USD 75.4 k +1,956 +0.9%
BIP Wealth
25
BIP Wealth
Georgia
USD 8.63 M -USD 58 k -1,504 -0.7%
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