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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
$82.1M +$10.6M +358,272 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.8M -$5.11M -173,235 -9%
Creative Planning
3
Creative Planning
Kansas
$47.9M -$325K -11,030 -0.7%
Bank of America
4
Bank of America
North Carolina
$46.2M +$9.41M +318,824 +27%
UBS Group
5
UBS Group
Switzerland
$40.8M -$506K -17,135 -1%
LPL Financial
6
LPL Financial
California
$33.7M +$2.29M +77,516 +8%
UCFA
7
United Capital Financial Advisors
Texas
$31.3M +$223K +7,553 +0.8%
M&T Bank
8
M&T Bank
New York
$30.2M -$2.91M -98,791 -9%
Wells Fargo
9
Wells Fargo
California
$23.1M +$2.9M +98,342 +15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$20.9M +$536K +18,181 +3%
VCS
11
Vaughan & Co Securities
New Jersey
$18.3M +$663K +22,476 +4%
Ameriprise
12
Ameriprise
Minnesota
$16.6M +$324K +10,996 +2%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.8M +$186K +6,299 +1%
KeyBank National Association
14
KeyBank National Association
Ohio
$13.6M +$837K +28,373 +7%
AssetMark Inc
15
AssetMark Inc
California
$13.1M -$5.81M -196,979 -32%
HNB
16
Huntington National Bank
Ohio
$11.7M – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$11.5M +$218K +7,388 +2%
JFA
18
JNBA Financial Advisors
Minnesota
$11.4M +$1.22M +41,364 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.3M -$974K -33,015 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$11.2M +$1.74M +59,069 +20%
DWM
21
Destination Wealth Management
California
$8.93M -$593K -20,106 -7%
KAS
22
Kestra Advisory Services
Texas
$8.7M -$1.27M -43,179 -13%
RJA
23
Raymond James & Associates
Florida
$5.79M -$583K -19,745 -10%
HA
24
HC Advisors
Georgia
$5.33M +$152K +5,158 +3%
SL
25
Salomon & Ludwin
Virginia
$5.14M -$409K -13,865 -8%
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