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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90.4M -$4.73M -163,951 -5%
UBS Group
2
UBS Group
Switzerland
$66.1M +$602K +20,881 +0.9%
Bank of America
3
Bank of America
North Carolina
$44.4M +$712K +24,685 +2%
Wells Fargo
4
Wells Fargo
California
$34.7M -$6.29M -218,060 -16%
LPL Financial
5
LPL Financial
California
$34.5M +$1.7M +58,986 +5%
Creative Planning
6
Creative Planning
Kansas
$26.7M +$2.34M +81,176 +10%
UCFA
7
United Capital Financial Advisors
Texas
$25.6M -$438K -15,187 -2%
AssetMark Inc
8
AssetMark Inc
California
$22.1M +$441K +15,277 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$21M -$2.31M -80,175 -10%
PFM
10
Parsec Financial Management
North Carolina
$20M +$359K +12,443 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.6M -$2.1M -72,899 -12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$15.9M +$509K +17,630 +3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$15.8M +$1.26M +43,666 +9%
M&T Bank
14
M&T Bank
New York
$14.5M +$509K +17,654 +4%
CWM
15
Cornerstone Wealth Management
Missouri
$12.5M +$10.4M +360,011 +2,890%
OCG
16
Opus Capital Group
Ohio
$11.2M +$2.97K +103 +0%
PP
17
Palladium Partners
Virginia
$11.1M -$12.6M -436,537 -54%
Ameriprise
18
Ameriprise
Minnesota
$11M +$196K +6,791 +2%
CLA
19
Cranberry Lake Advisors
Texas
$10.1M
CRC
20
Curi RMB Capital
Illinois
$9.97M +$76.3K +2,645 +0.8%
DWM
21
Destination Wealth Management
California
$9.54M +$8.12M +281,361 +696%
SIA
22
Starfire Investment Advisers
Michigan
$9.45M -$227K -7,872 -2%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.34M +$49.8K +1,727 +0.6%
RJA
24
Raymond James & Associates
Florida
$9.14M +$2.34M +81,169 +36%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.97M -$86.7K -3,007 -1%