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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
$57.9M +$3.9M +179,097 +8%
Bank of America
2
Bank of America
North Carolina
$32.9M -$77.3K -3,546 -0.2%
U
3
UBS
Switzerland
$32.7M -$5.55M -254,760 -15%
Wells Fargo
4
Wells Fargo
California
$26.4M +$371K +17,010 +1%
BUB
5
BBVA USA Bancshares
Texas
$23.1M +$1.08M +49,719 +5%
LPL Financial
6
LPL Financial
California
$19.4M -$206K -9,435 -1%
PP
7
Palladium Partners
Virginia
$16M +$791K +36,285 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14M +$1.71M +78,507 +15%
HCM
9
Hengehold Capital Management
Ohio
$13M -$926K -42,459 -7%
LYV
10
Live Your Vision
Pennsylvania
$8.61M -$255K -11,715 -3%
CCMG
11
Clark Capital Management Group
Pennsylvania
$8.55M -$1.21M -55,395 -13%
VCAM
12
Valentine Capital Asset Management
California
$5.67M +$5.47M +250,965 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.47M -$89.1K -4,089 -2%
AP
14
Advisors Preferred
Maryland
$5.41M +$5.22M +239,460 New
PFM
15
Parsec Financial Management
North Carolina
$5.09M -$133K -6,099 -3%
ST
16
Spinnaker Trust
Maine
$4.8M -$2.91M -133,617 -39%
Creative Planning
17
Creative Planning
Kansas
$4.74M +$670K +30,735 +17%
JWM
18
Jacobus Wealth Management
Wisconsin
$4.59M +$509K +23,370 +13%
AssetMark Inc
19
AssetMark Inc
California
$4.38M +$105K +4,806 +3%
OCG
20
Opus Capital Group
Ohio
$4.3M +$4.14M +190,110 New
UCFA
21
United Capital Financial Advisors
Texas
$4.28M -$404K -18,510 -9%
B
22
Baird
Wisconsin
$3.78M -$1.44K -66 -0%
EM
23
EnTrustPermal Management
New York
$3.72M -$435K -19,965 -11%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.5M +$246K +11,304 +8%
PI
25
Placemark Investments
Illinois
$2.85M +$2.75M +126,174 New
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