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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
$71.8M -$8.39M -267,267 -10%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.3M -$2.49M -79,353 -5%
Creative Planning
3
Creative Planning
Kansas
$46.7M +$2.82M +89,722 +6%
Bank of America
4
Bank of America
North Carolina
$46.2M -$754K -24,018 -2%
UBS Group
5
UBS Group
Switzerland
$41.3M +$804K +25,617 +2%
LPL Financial
6
LPL Financial
California
$37.1M -$1.36M -43,351 -3%
UCFA
7
United Capital Financial Advisors
Texas
$32.8M +$524K +16,692 +2%
M&T Bank
8
M&T Bank
New York
$26M -$223K -7,092 -0.8%
Wells Fargo
9
Wells Fargo
California
$24M +$163K +5,195 +0.7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.3M -$1.41M -45,051 -7%
Ameriprise
11
Ameriprise
Minnesota
$16.6M -$26.3K -837 -0.2%
VCS
12
Vaughan & Co Securities
New Jersey
$16.1M -$868K -27,649 -5%
KeyBank National Association
13
KeyBank National Association
Ohio
$14.7M +$982K +31,284 +7%
HNB
14
Huntington National Bank
Ohio
$14.1M +$50K +1,592 +4%
EWMCB
15
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.3M -$389K -12,392 -3%
AssetMark Inc
16
AssetMark Inc
California
$12.6M -$81K -2,580 -0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.5M -$216K -6,878 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.68M -$1.16M -37,064 -11%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$9.48M -$194K -6,191 -2%
KAS
20
Kestra Advisory Services
Texas
$9.37M +$185K +5,892 +2%
JFA
21
JNBA Financial Advisors
Minnesota
$8.68M -$2.92M -92,936 -25%
DWM
22
Destination Wealth Management
California
$8.41M -$128K -4,090 -1%
RJA
23
Raymond James & Associates
Florida
$6.67M +$515K +16,418 +8%
B
24
Brightworth
Georgia
$5.82M +$746K +23,764 +14%
PPW
25
Pasadena Private Wealth
California
$5.53M -$106K -3,384 -2%
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