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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
$89.7M -$826K -27,455 -0.9%
UBS Group
2
UBS Group
Switzerland
$68.2M +$1.97M +65,482 +3%
Bank of America
3
Bank of America
North Carolina
$42.6M -$1.89M -62,894 -4%
LPL Financial
4
LPL Financial
California
$39.7M +$5.13M +170,334 +15%
Wells Fargo
5
Wells Fargo
California
$34M -$762K -25,327 -2%
Creative Planning
6
Creative Planning
Kansas
$28.5M +$1.76M +58,650 +7%
UCFA
7
United Capital Financial Advisors
Texas
$25.7M +$120K +3,997 +0.5%
AssetMark Inc
8
AssetMark Inc
California
$23.6M +$1.52M +50,660 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$21.3M +$303K +10,065 +1%
PFM
10
Parsec Financial Management
North Carolina
$20.5M +$495K +16,459 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19M +$2.47M +82,115 +15%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$17.1M +$1.25M +41,678 +8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$16M +$112K +3,710 +0.7%
M&T Bank
14
M&T Bank
New York
$14.7M +$166K +5,516 +1%
Ameriprise
15
Ameriprise
Minnesota
$11.4M +$281K +9,325 +2%
OCG
16
Opus Capital Group
Ohio
$11.2M -$31K -1,031 -0.3%
PP
17
Palladium Partners
Virginia
$10.9M -$270K -8,986 -2%
CLA
18
Cranberry Lake Advisors
Texas
$10.1M – – –
CRC
19
Curi RMB Capital
Illinois
$10M +$32.3K +1,075 +0.3%
RJA
20
Raymond James & Associates
Florida
$9.61M +$465K +15,448 +5%
HNB
21
Huntington National Bank
Ohio
$9.38M – – –
EWMCB
22
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.37M +$12.3K +408 +0.1%
PAG
23
Private Advisor Group
New Jersey
$9.14M +$8.83M +293,314 +2,046%
DWM
24
Destination Wealth Management
California
$9.1M -$468K -15,551 -5%
FMLI
25
Fukoku Mutual Life Insurance
Japan
$8.91M +$9.03M +300,000 New
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