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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
$55.7M -$1.93M -92,487 -4%
UBS Group
2
UBS Group
Switzerland
$33.1M -$5.76M -276,477 -16%
Wells Fargo
3
Wells Fargo
California
$31.9M +$2.02M +96,837 +7%
LPL Financial
4
LPL Financial
California
$24.4M +$126K +6,060 +0.6%
Bank of America
5
Bank of America
North Carolina
$21.4M -$1.14M -54,498 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.4M +$716K +34,323 +4%
UCFA
7
United Capital Financial Advisors
Texas
$19.9M +$161K +7,710 +0.9%
PV
8
Private Vista
Illinois
$18.7M +$2.11M +100,986 +15%
PP
9
Palladium Partners
Virginia
$17.2M +$42.7K +2,049 +0.3%
Creative Planning
10
Creative Planning
Kansas
$11.8M +$1.31M +63,018 +14%
PFM
11
Parsec Financial Management
North Carolina
$11M +$348K +16,671 +4%
AssetMark Inc
12
AssetMark Inc
California
$10.5M +$3.12M +149,400 +48%
SWM
13
SVA Wealth Management
Wisconsin
$10.3M +$514K +24,669 +6%
HCM
14
Hengehold Capital Management
Ohio
$9.79M +$12.1K +582 +0.1%
OCG
15
Opus Capital Group
Ohio
$9.01M +$569K +27,276 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$8.53M -$250K -11,988 -3%
SIA
17
Starfire Investment Advisers
Michigan
$6.65M +$213K +10,200 +4%
CLA
18
Cranberry Lake Advisors
Texas
$6.53M -$1.88M -90,000 -24%
Goldman Sachs
19
Goldman Sachs
New York
$6.4M +$3.59M +172,101 +161%
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6M +$276K +13,236 +5%
GWM
21
Gupta Wealth Management
California
$5.94M -$239K -11,463 -4%
JWM
22
Jacobus Wealth Management
Wisconsin
$5.71M -$23.5K -1,125 -0.4%
BFG
23
Beacon Financial Group
Texas
$5.1M +$50.9K +2,439 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.92M -$76.1K -3,648 -2%
TA
25
TMD & Associates
Arizona
$4.42M -$2.7M -129,567 -40%
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