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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
$66M +$5.82M +254,277 +10%
UBS Group
2
UBS Group
Switzerland
$37.8M +$36.6M +1,597,926 New
Wells Fargo
3
Wells Fargo
California
$29.7M -$2.54M -110,937 -8%
Bank of America
4
Bank of America
North Carolina
$23.3M -$263K -11,487 -1%
BUB
5
BBVA USA Bancshares
Texas
$22.8M -$3.07M -134,061 -12%
PP
6
Palladium Partners
Virginia
$18.1M +$178K +7,800 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$16.5M +$1.03M +44,823 +7%
LPL Financial
8
LPL Financial
California
$16.1M +$628K +27,429 +4%
Creative Planning
9
Creative Planning
Kansas
$9.89M +$1.7M +74,343 +22%
BTS
10
BB&T Securities
Virginia
$9.68M +$528K +23,085 +129%
HCM
11
Hengehold Capital Management
Ohio
$9.22M +$8.22M +359,211 +1,172%
PI
12
Placemark Investments
Illinois
$9.04M +$2.21M +96,441 +34%
CLA
13
Cranberry Lake Advisors
Texas
$7.23M – – –
Goldman Sachs
14
Goldman Sachs
New York
$7.12M +$3.72M +162,540 +117%
SWM
15
SVA Wealth Management
Wisconsin
$7.11M +$671K +29,331 +11%
VC
16
Vicus Capital
Pennsylvania
$5.95M +$5.52M +241,455 +2,406%
OCG
17
Opus Capital Group
Ohio
$5.03M +$105K +4,590 +2%
JWM
18
Jacobus Wealth Management
Wisconsin
$4.99M -$23.3K -1,020 -0.5%
AssetMark Inc
19
AssetMark Inc
California
$4.99M +$43.4K +1,896 +0.9%
VCAM
20
Valentine Capital Asset Management
California
$4.66M -$1.03M -45,045 -19%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.6M +$302K +13,194 +7%
PFM
22
Parsec Financial Management
North Carolina
$4.5M -$77.3K -3,378 -2%
EAM
23
Evanson Asset Management
California
$4.4M +$1.04M +45,405 +32%
CA
24
Cumberland Advisors
Florida
$4.02M +$3.89M +169,920 New
Jane Street
25
Jane Street
New York
$3.57M +$2.69M +117,522 +352%
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