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WisdomTree US SmallCap Dividend Fund
DES

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41M +$40.4M +2,108,574 New
U
2
UBS
Switzerland
$29M +$28.6M +1,490,967 New
Bank of America
3
Bank of America
North Carolina
$26.8M +$26.4M +1,377,327 New
BUB
4
BBVA USA Bancshares
Texas
$18.5M +$18.3M +953,355 New
Wells Fargo
5
Wells Fargo
California
$17.2M +$17M +884,028 New
LPL Financial
6
LPL Financial
California
$16.8M +$16.5M +862,107 New
HCM
7
Hengehold Capital Management
Ohio
$12.3M +$12.1M +629,997 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.13M +$9M +469,449 New
PP
9
Palladium Partners
Virginia
$8.9M +$8.77M +457,395 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$7.92M +$7.81M +407,325 New
LYV
11
Live Your Vision
Pennsylvania
$7.74M +$7.31M +381,258 New
CCMG
12
Clark Capital Management Group
Pennsylvania
$6.81M +$6.71M +350,019 New
ST
13
Spinnaker Trust
Maine
$6.25M +$6.16M +321,078 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.15M +$5.08M +264,780 New
PFM
15
Parsec Financial Management
North Carolina
$4.69M +$4.62M +240,951 New
GF
16
Genworth Financial
Virginia
$4.39M +$4.33M +225,771 New
UCFA
17
United Capital Financial Advisors
Texas
$4.37M +$4.31M +224,604 New
IT
18
Investors Trust
Texas
$3.16M +$3.12M +162,549 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.14M +$3.1M +161,487 New
B
20
Baird
Wisconsin
$3M +$2.96M +154,293 New
JP Morgan Chase
21
JP Morgan Chase
New York
$2.42M +$2.39M +124,590 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.41M +$2.37M +123,813 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.4M +$2.36M +123,180 New
Creative Planning
24
Creative Planning
Kansas
$2.3M +$2.27M +118,473 New
JWM
25
Jacobus Wealth Management
Wisconsin
$2.29M +$2.26M +117,765 New
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