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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
$69.7M +$2.53M +107,508 +4%
UBS Group
2
UBS Group
Switzerland
$52.9M +$14.2M +604,104 +38%
Wells Fargo
3
Wells Fargo
California
$31.8M +$1.65M +70,014 +6%
Bank of America
4
Bank of America
North Carolina
$27.1M +$3.34M +141,978 +14%
BUB
5
BBVA USA Bancshares
Texas
$21.2M -$1.92M -81,495 -8%
UCFA
6
United Capital Financial Advisors
Texas
$20.6M +$20.7M +878,760 New
PP
7
Palladium Partners
Virginia
$19.1M +$683K +29,010 +4%
LPL Financial
8
LPL Financial
California
$17M +$670K +28,491 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17M +$266K +11,283 +2%
Creative Planning
10
Creative Planning
Kansas
$10.2M +$110K +4,683 +1%
HCM
11
Hengehold Capital Management
Ohio
$9.89M +$512K +21,747 +6%
SWM
12
SVA Wealth Management
Wisconsin
$9.1M +$1.84M +78,000 +26%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.59M +$7.7M +327,153 +1,078%
PFM
14
Parsec Financial Management
North Carolina
$8.38M +$3.73M +158,373 +83%
Goldman Sachs
15
Goldman Sachs
New York
$8.23M +$973K +41,358 +14%
GWM
16
Gupta Wealth Management
California
$8.12M +$7.95M +337,869 New
CLA
17
Cranberry Lake Advisors
Texas
$7.53M +$176K +7,500 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.94M +$4.11M +174,801 +153%
SIA
19
Starfire Investment Advisers
Michigan
$6.61M +$6.47M +275,022 New
AssetMark Inc
20
AssetMark Inc
California
$5.83M +$742K +31,518 +15%
JWM
21
Jacobus Wealth Management
Wisconsin
$5.41M +$331K +14,085 +7%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.34M +$2.26M +96,138 +76%
OCG
23
Opus Capital Group
Ohio
$5.29M +$172K +7,308 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.87M +$196K +8,328 +4%
EAM
25
Evanson Asset Management
California
$4.72M +$247K +10,503 +6%
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