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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
$62.2M +$4.03M +173,490 +7%
UBS Group
2
UBS Group
Switzerland
$35.9M +$1.33M +57,516 +4%
Wells Fargo
3
Wells Fargo
California
$33M -$249K -10,743 -0.8%
Bank of America
4
Bank of America
North Carolina
$23.6M +$1.27M +54,795 +6%
UCFA
5
United Capital Financial Advisors
Texas
$20.7M -$109K -4,692 -0.5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.5M -$781K -33,645 -4%
PV
7
Private Vista
Illinois
$20M +$576K +24,816 +3%
PP
8
Palladium Partners
Virginia
$17.9M -$23.4K -1,008 -0.1%
FIG
9
FundX Investment Group
California
$14.2M +$13.8M +594,081 New
LPL Financial
10
LPL Financial
California
$13.3M -$12.4M -532,788 -49%
Creative Planning
11
Creative Planning
Kansas
$12.9M +$536K +23,118 +4%
PFM
12
Parsec Financial Management
North Carolina
$11.8M +$289K +12,456 +3%
SWM
13
SVA Wealth Management
Wisconsin
$10.7M -$29.4K -1,266 -0.3%
AssetMark Inc
14
AssetMark Inc
California
$10.2M -$707K -30,480 -7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$10M +$1.12M +48,372 +13%
HCM
16
Hengehold Capital Management
Ohio
$10M -$180K -7,773 -2%
OCG
17
Opus Capital Group
Ohio
$9.42M +$21K +906 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.8M +$4.89M +210,918 +182%
SIA
19
Starfire Investment Advisers
Michigan
$7.37M +$426K +18,360 +6%
CLA
20
Cranberry Lake Advisors
Texas
$6.81M – – –
Goldman Sachs
21
Goldman Sachs
New York
$6.75M +$74.3K +3,204 +1%
EWMCB
22
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.53M +$285K +12,291 +5%
LYV
23
Live Your Vision
Pennsylvania
$6.33M +$4.26M +183,765 +226%
JWM
24
Jacobus Wealth Management
Wisconsin
$5.94M -$15.2K -657 -0.3%
BFG
25
Beacon Financial Group
Texas
$5.24M +$15.7K +675 +0.3%
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