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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$57.9M -$466K -20,988 -0.8%
U
2
UBS
Switzerland
$32.3M -$671K -30,228 -2%
Bank of America
3
Bank of America
North Carolina
$29.6M -$3.41M -153,666 -11%
Wells Fargo
4
Wells Fargo
California
$28.5M +$1.94M +87,231 +7%
BUB
5
BBVA USA Bancshares
Texas
$24.1M +$784K +35,298 +3%
LPL Financial
6
LPL Financial
California
$18.6M -$986K -44,418 -5%
PP
7
Palladium Partners
Virginia
$17.1M +$946K +42,606 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.1M -$6.13K -276 -0%
JWM
9
Jacobus Wealth Management
Wisconsin
$9.76M +$5.04M +227,205 +112%
CCMG
10
Clark Capital Management Group
Pennsylvania
$9.01M +$393K +17,709 +5%
VCAM
11
Valentine Capital Asset Management
California
$7.88M +$2.12M +95,595 +38%
CLA
12
Cranberry Lake Advisors
Texas
$6.89M +$6.73M +303,000 New
Creative Planning
13
Creative Planning
Kansas
$5.49M +$701K +31,569 +15%
SWM
14
SVA Wealth Management
Wisconsin
$5.4M +$2.63M +118,479 +100%
ST
15
Spinnaker Trust
Maine
$5.31M +$470K +21,156 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.94M -$550K -24,789 -10%
PFM
17
Parsec Financial Management
North Carolina
$4.76M -$351K -15,807 -7%
PI
18
Placemark Investments
Illinois
$4.08M +$1.18M +53,124 +42%
EM
19
EnTrustPermal Management
New York
$3.82M +$66.6K +3,000 +2%
B
20
Baird
Wisconsin
$3.79M -$21.5K -969 -0.6%
UCFA
21
United Capital Financial Advisors
Texas
$3.78M -$513K -23,127 -12%
AssetMark Inc
22
AssetMark Inc
California
$3.78M -$613K -27,615 -14%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.52M +$1.33K +60 +0%
EAM
24
Evanson Asset Management
California
$3M +$729K +32,850 +33%
Stifel Financial
25
Stifel Financial
Missouri
$2.84M +$2.77M +124,725 New