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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
$49.8M +$5.68M +276,381 +13%
U
2
UBS
Switzerland
$35.6M +$4.36M +212,214 +14%
Bank of America
3
Bank of America
North Carolina
$30.5M +$1.68M +81,531 +6%
Wells Fargo
4
Wells Fargo
California
$24M +$5.46M +265,596 +30%
BUB
5
BBVA USA Bancshares
Texas
$20.3M +$406K +19,737 +2%
LPL Financial
6
LPL Financial
California
$18.6M +$151K +7,332 +0.9%
PP
7
Palladium Partners
Virginia
$14M +$4.39M +213,459 +47%
HCM
8
Hengehold Capital Management
Ohio
$12.9M -$257K -12,516 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$11.3M +$1.44M +70,146 +15%
CCMG
10
Clark Capital Management Group
Pennsylvania
$9.05M +$1.72M +83,661 +24%
LYV
11
Live Your Vision
Pennsylvania
$8.2M +$232K +11,310 +3%
ST
12
Spinnaker Trust
Maine
$7.22M +$511K +24,837 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.14M -$383K -18,651 -7%
PFM
14
Parsec Financial Management
North Carolina
$4.83M -$199K -9,675 -4%
UCFA
15
United Capital Financial Advisors
Texas
$4.34M -$348K -16,926 -8%
AssetMark Inc
16
AssetMark Inc
California
$3.94M +$3.88M +188,811 New
EM
17
EnTrustPermal Management
New York
$3.86M +$3.8M +184,734 New
JWM
18
Jacobus Wealth Management
Wisconsin
$3.76M +$1.28M +62,175 +53%
Creative Planning
19
Creative Planning
Kansas
$3.74M +$1.24M +60,471 +51%
B
20
Baird
Wisconsin
$3.5M +$270K +13,155 +9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.99M +$415K +20,211 +16%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.51M -$89.2K -4,341 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.45M -$5.96M -289,818 -71%
BCI
24
Brinker Capital Investments
Pennsylvania
$2.17M +$193K +9,390 +10%
CW
25
Cobiz Wealth
Colorado
$2.16M -$107K -5,229 -5%
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