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WisdomTree US SmallCap Earnings Fund
EES

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 50.4 M +USD 511 k +8,044 +1%
UBS Group
2
UBS Group
Switzerland
USD 47.8 M -USD 634 k -9,986 -1%
LPL Financial
3
LPL Financial
California
USD 40.4 M +USD 51.3 k +808 +0.1%
Bank of America
4
Bank of America
North Carolina
USD 33.4 M -USD 2.18 M -34,353 -7%
Ameriprise
5
Ameriprise
Minnesota
USD 30.2 M -USD 444 k -6,990 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 23.5 M -USD 931 k -14,667 -4%
Savant Capital
7
Savant Capital
Illinois
USD 21.4 M +USD 10.6 M +166,973 +96%
Key Financial Inc
8
Key Financial Inc
Pennsylvania
USD 19.9 M +USD 377 k +5,936 +2%
Raymond James Financial
9
Raymond James Financial
Florida
USD 10 M -USD 3.6 M -56,640 -28%
Wells Fargo
10
Wells Fargo
California
USD 9.8 M -USD 47.9 k -755 -0.5%
Arkadios Wealth Advisors
11
Arkadios Wealth Advisors
Georgia
USD 9.41 M -USD 1.13 M -17,871 -11%
Linscomb Wealth
12
Linscomb Wealth
Texas
USD 9.01 M -USD 344 k -5,416 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 8.99 M +USD 222 k +3,501 +3%
Mariner
14
Mariner
Kansas
USD 7.28 M -USD 1.07 M -16,831 -14%
SPA
15
Shore Point Advisors
New Jersey
USD 6.36 M -USD 25.3 k -398 -0.4%
TWM
16
TopTier Wealth Management
Wisconsin
USD 6.32 M -USD 91.9 k -1,448 -2%
Waverly Advisors
17
Waverly Advisors
Alabama
USD 5.34 M -USD 3.81 k -60 -0.1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 5.19 M -USD 121 k -1,913 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
USD 5.04 M +USD 1.72 M +27,144 +58%
Amplius Wealth Advisors
20
Amplius Wealth Advisors
Pennsylvania
USD 4.45 M -USD 3.12 M -49,214 -43%
Osaic Holdings
21
Osaic Holdings
Arizona
USD 4.42 M +USD 1.51 M +23,810 +57%
CANC
22
Culbertson A N & Co
Virginia
USD 4.14 M -USD 42.3 k -666 -1%
NewSquare Capital
23
NewSquare Capital
Pennsylvania
USD 3.89 M +USD 84.9 k +1,338 +2%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
USD 3.4 M +USD 204 k +3,215 +7%
JP Morgan Chase
25
JP Morgan Chase
New York
USD 3.34 M +USD 35.6 k +561 +1%
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