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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
$82.8M -$1.18M -36,536 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$51.4M -$1.63M -50,326 -3%
Bank of America
3
Bank of America
North Carolina
$48.5M +$1.25M +38,673 +3%
Creative Planning
4
Creative Planning
Kansas
$45.4M -$3.7M -114,557 -7%
UBS Group
5
UBS Group
Switzerland
$41.9M +$99.1K +3,065 +0.2%
LPL Financial
6
LPL Financial
California
$39.7M +$5.27M +163,072 +15%
UCFA
7
United Capital Financial Advisors
Texas
$33.4M +$1.36M +42,126 +4%
M&T Bank
8
M&T Bank
New York
$27.1M -$3.86M -119,375 -12%
Wells Fargo
9
Wells Fargo
California
$24.7M +$1.07M +33,199 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$21.4M +$79.8K +2,468 +0.4%
VCS
11
Vaughan & Co Securities
New Jersey
$17.6M -$1.23M -38,023 -6%
Ameriprise
12
Ameriprise
Minnesota
$17.2M +$249K +7,689 +1%
KeyBank National Association
13
KeyBank National Association
Ohio
$14.2M +$337K +10,418 +2%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.2M +$14.3K +443 +0.1%
HNB
15
Huntington National Bank
Ohio
$14.1M +$1.37M +42,516 New
AssetMark Inc
16
AssetMark Inc
California
$13.1M -$277K -8,572 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$12.1M +$252K +7,784 +2%
JFA
18
JNBA Financial Advisors
Minnesota
$11.9M +$232K +7,167 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.2M -$357K -11,037 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$10M -$1.45M -44,738 -12%
KAS
21
Kestra Advisory Services
Texas
$9.5M +$602K +18,611 +7%
DWM
22
Destination Wealth Management
California
$8.83M -$312K -9,652 -3%
RJA
23
Raymond James & Associates
Florida
$6.38M +$457K +14,130 +8%
PPW
24
Pasadena Private Wealth
California
$5.83M +$1.69M +52,202 +40%
BFG
25
Beacon Financial Group
Texas
$5.42M -$141K -4,358 -2%
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