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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
$69M -$5.65M -207,893 -7%
UBS Group
2
UBS Group
Switzerland
$56.4M +$140K +5,147 +0.2%
LPL Financial
3
LPL Financial
California
$34.7M +$2.16M +79,581 +6%
Bank of America
4
Bank of America
North Carolina
$28.9M -$6.98M -256,808 -18%
Wells Fargo
5
Wells Fargo
California
$26.6M -$1.68M -61,737 -5%
Creative Planning
6
Creative Planning
Kansas
$24.7M +$1.3M +47,667 +5%
UCFA
7
United Capital Financial Advisors
Texas
$21.5M +$313K +11,518 +1%
AssetMark Inc
8
AssetMark Inc
California
$19.9M +$375K +13,801 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17.2M -$492K -18,077 -3%
PFM
10
Parsec Financial Management
North Carolina
$16.8M -$125K -4,598 -0.7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$16.3M +$3.43M +126,007 +23%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.4M -$1.5M -54,998 -9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$12.3M -$1.97M -72,562 -13%
M&T Bank
14
M&T Bank
New York
$12.1M -$68.1K -2,505 -0.5%
SL
15
Salomon & Ludwin
Virginia
$10.4M +$11.6M +424,853 New
Ameriprise
16
Ameriprise
Minnesota
$9.46M +$55.9K +2,054 +0.5%
OCG
17
Opus Capital Group
Ohio
$9.21M -$66K -2,426 -0.6%
PP
18
Palladium Partners
Virginia
$8.43M -$624K -22,937 -6%
EWMCB
19
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.75M +$17.4K +641 +0.2%
DWM
20
Destination Wealth Management
California
$7.65M +$157K +5,758 +2%
RJA
21
Raymond James & Associates
Florida
$7.61M -$370K -13,594 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.42M +$184K +6,776 +2%
FMLI
23
Fukoku Mutual Life Insurance
Japan
$7.36M
Baird Financial Group
24
Baird Financial Group
Wisconsin
$7.24M +$1.26M +46,276 +19%
HNB
25
Huntington National Bank
Ohio
$6.99M