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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
$95.7M -$5.28M -197,799 -5%
Bank of America
2
Bank of America
North Carolina
$56.8M +$7.35M +275,139 +16%
UBS Group
3
UBS Group
Switzerland
$56.6M +$626K +23,445 +1%
Wells Fargo
4
Wells Fargo
California
$40.4M -$7.12M -266,634 -16%
UCFA
5
United Capital Financial Advisors
Texas
$24.7M +$280K +10,476 +1%
LPL Financial
6
LPL Financial
California
$24.1M +$468K +17,502 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.6M +$199K +7,455 +0.9%
PP
8
Palladium Partners
Virginia
$22.5M +$277K +10,356 +1%
Creative Planning
9
Creative Planning
Kansas
$22.4M -$219K -8,214 -1%
AssetMark Inc
10
AssetMark Inc
California
$18.1M +$2.86M +106,989 +20%
PFM
11
Parsec Financial Management
North Carolina
$17.2M +$241K +9,018 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.3M -$5.2M -194,628 -26%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.1M -$2.11M -78,924 -14%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$11.3M +$2.41M +90,069 +29%
OCG
15
Opus Capital Group
Ohio
$11.1M -$40K -1,497 -0.4%
HNB
16
Huntington National Bank
Ohio
$9.66M – – –
CLA
17
Cranberry Lake Advisors
Texas
$9.56M – – –
SIA
18
Starfire Investment Advisers
Michigan
$9.31M +$10.4K +390 +0.1%
PV
19
Private Vista
Illinois
$9.28M -$1.28M -47,841 -13%
Ameriprise
20
Ameriprise
Minnesota
$9.19M +$1.48M +55,293 +20%
JWM
21
Jacobus Wealth Management
Wisconsin
$9.02M +$392K +14,670 +5%
DWM
22
Destination Wealth Management
California
$8.68M +$393K +14,721 +5%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.67M +$525K +19,662 +7%
SWM
24
SVA Wealth Management
Wisconsin
$7.28M +$8.66K +324 +0.1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.87M +$440K +16,482 +7%
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