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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
$68.6M +$477K +20,055 +0.7%
UBS Group
2
UBS Group
Switzerland
$42M -$9.83M -413,139 -19%
Wells Fargo
3
Wells Fargo
California
$29.9M -$1.19M -49,887 -4%
Bank of America
4
Bank of America
North Carolina
$26.6M +$131K +5,508 +0.5%
UCFA
5
United Capital Financial Advisors
Texas
$20.1M -$514K -21,612 -2%
PP
6
Palladium Partners
Virginia
$18.8M +$149K +6,276 +0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$17.4M +$742K +31,179 +4%
LPL Financial
8
LPL Financial
California
$16.9M +$310K +13,020 +2%
Creative Planning
9
Creative Planning
Kansas
$10.2M +$298K +12,531 +3%
HCM
10
Hengehold Capital Management
Ohio
$9.7M +$37.5K +1,578 +0.4%
PFM
11
Parsec Financial Management
North Carolina
$9.29M +$1.12M +47,007 +13%
SWM
12
SVA Wealth Management
Wisconsin
$9.18M +$281K +11,829 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.72M +$1.96M +82,461 +29%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.22M -$180K -7,557 -2%
Goldman Sachs
15
Goldman Sachs
New York
$8.21M +$171K +7,209 +2%
CLA
16
Cranberry Lake Advisors
Texas
$7.61M +$250K +10,500 +3%
GWM
17
Gupta Wealth Management
California
$7.5M -$439K -18,435 -5%
SIA
18
Starfire Investment Advisers
Michigan
$6.48M +$23.2K +975 +0.4%
VC
19
Vicus Capital
Pennsylvania
$5.95M -$227K -9,564 -4%
OCG
20
Opus Capital Group
Ohio
$5.69M +$526K +22,125 +10%
AssetMark Inc
21
AssetMark Inc
California
$5.66M -$32.7K -1,374 -0.6%
JWM
22
Jacobus Wealth Management
Wisconsin
$5.66M +$382K +16,050 +7%
EAM
23
Evanson Asset Management
California
$5.12M +$512K +21,543 +11%
EWMCB
24
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.11M +$2.24M +94,374 +77%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.63M -$139K -5,856 -3%
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