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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
$97M +$598K +22,296 +0.6%
UBS Group
2
UBS Group
Switzerland
$53.6M +$312K +11,634 +0.6%
Bank of America
3
Bank of America
North Carolina
$47M +$7.48M +278,643 +19%
Wells Fargo
4
Wells Fargo
California
$45.8M +$2.83M +105,438 +7%
UCFA
5
United Capital Financial Advisors
Texas
$23.4M +$76.6K +2,856 +0.3%
LPL Financial
6
LPL Financial
California
$22.6M -$290K -10,788 -1%
Creative Planning
7
Creative Planning
Kansas
$21.7M +$955K +35,571 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$21.5M -$1.37M -50,964 -6%
PP
9
Palladium Partners
Virginia
$21.2M +$384K +14,325 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$19.9M -$1.2M -44,820 -6%
PFM
11
Parsec Financial Management
North Carolina
$16.2M +$611K +22,782 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$15.6M +$275K +10,236 +2%
AssetMark Inc
13
AssetMark Inc
California
$14.5M +$1.48M +55,149 +11%
RJA
14
Raymond James & Associates
Florida
$12.3M +$821K +30,609 +7%
OCG
15
Opus Capital Group
Ohio
$10.7M +$16.7K +624 +0.2%
HNB
16
Huntington National Bank
Ohio
$10.5M – – –
PV
17
Private Vista
Illinois
$10.4M -$3.01M -112,233 -23%
CLA
18
Cranberry Lake Advisors
Texas
$9.15M – – –
SIA
19
Starfire Investment Advisers
Michigan
$8.9M +$93.6K +3,489 +1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$8.4M +$84.8K +3,159 +1%
JWM
21
Jacobus Wealth Management
Wisconsin
$8.25M +$572K +21,315 +7%
DWM
22
Destination Wealth Management
California
$7.92M +$451K +16,788 +6%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.78M -$82.8K -3,087 -1%
Ameriprise
24
Ameriprise
Minnesota
$7.72M -$157K -5,850 -2%
JCM
25
Janney Capital Management
Pennsylvania
$7.57M -$105K -3,930 -1%
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