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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
$101M +$1.45M +50,717 +1%
UBS Group
2
UBS Group
Switzerland
$63.5M +$4.66M +163,635 +8%
Bank of America
3
Bank of America
North Carolina
$56.8M -$1.99M -69,714 -3%
Wells Fargo
4
Wells Fargo
California
$41.8M -$41K -1,440 -0.1%
LPL Financial
5
LPL Financial
California
$28.2M +$3.18M +111,474 +13%
UCFA
6
United Capital Financial Advisors
Texas
$25.6M -$34K -1,194 -0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$23.6M +$90K +3,158 +0.4%
PP
8
Palladium Partners
Virginia
$23.4M +$47.1K +1,653 +0.2%
Creative Planning
9
Creative Planning
Kansas
$23.1M -$112K -3,936 -0.5%
AssetMark Inc
10
AssetMark Inc
California
$20.9M +$2.12M +74,212 +11%
PFM
11
Parsec Financial Management
North Carolina
$18.3M +$500K +17,558 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.7M +$797K +27,964 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$15.2M +$3.43M +120,378 +30%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$15.1M +$459K +16,118 +3%
M&T Bank
15
M&T Bank
New York
$12.4M +$6.94M +243,662 +133%
OCG
16
Opus Capital Group
Ohio
$11M -$488K -17,133 -4%
Ameriprise
17
Ameriprise
Minnesota
$10.1M +$559K +19,596 +6%
CLA
18
Cranberry Lake Advisors
Texas
$9.91M – – –
DWM
19
Destination Wealth Management
California
$9.19M +$186K +6,534 +2%
EWMCB
20
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.8M -$191K -6,684 -2%
HNB
21
Huntington National Bank
Ohio
$8.64M – – –
PV
22
Private Vista
Illinois
$7.82M -$1.77M -62,148 -19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$7.62M +$488K +17,131 +7%
SWM
24
SVA Wealth Management
Wisconsin
$7.29M -$255K -8,941 -3%
RJA
25
Raymond James & Associates
Florida
$7.1M +$40.3K +1,415 +0.6%
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