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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
$60.5M +$7.46M +307,673 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$48.8M -$755K -31,130 -2%
Creative Planning
3
Creative Planning
Kansas
$41.2M -$2.39M -98,320 -6%
UBS Group
4
UBS Group
Switzerland
$35.3M +$1.09M +44,934 +4%
Bank of America
5
Bank of America
North Carolina
$31M +$378K +15,566 +1%
M&T Bank
6
M&T Bank
New York
$28.4M +$743K +30,614 +3%
LPL Financial
7
LPL Financial
California
$26.7M +$336K +13,842 +1%
UCFA
8
United Capital Financial Advisors
Texas
$26.6M +$283K +11,660 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17.3M +$465K +19,164 +3%
Wells Fargo
10
Wells Fargo
California
$17.1M -$4.49M -185,193 -22%
AssetMark Inc
11
AssetMark Inc
California
$16.4M -$678K -27,966 -4%
VCS
12
Vaughan & Co Securities
New Jersey
$15.1M +$410K +16,892 +3%
Ameriprise
13
Ameriprise
Minnesota
$13.8M -$666K -27,442 -5%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.6M +$277K +11,437 +3%
KeyBank National Association
15
KeyBank National Association
Ohio
$10.8M -$367K -15,123 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.5M +$4.32M +177,864 +82%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.64M +$372K +15,351 +4%
JFA
18
JNBA Financial Advisors
Minnesota
$8.67M +$3.56M +146,811 +82%
KAS
19
Kestra Advisory Services
Texas
$8.54M -$9.1M -375,261 -54%
DWM
20
Destination Wealth Management
California
$8.16M -$2.4M -98,826 -24%
HNB
21
Huntington National Bank
Ohio
$8.15M – – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.96M -$6.39M -263,565 -47%
CCP
23
Cardan Capital Partners
Colorado
$5.64M +$145K +5,961 +3%
RJA
24
Raymond James & Associates
Florida
$5.47M -$888K -36,600 -15%
BFG
25
Beacon Financial Group
Texas
$5.12M -$63.6K -2,622 -1%
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