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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
$77.3M +$695K +21,493 +0.9%
Bank of America
2
Bank of America
North Carolina
$52.6M +$3.33M +102,849 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$50.5M +$98.2K +3,036 +0.2%
Creative Planning
4
Creative Planning
Kansas
$49.8M +$58.6K +1,813 +0.1%
UBS Group
5
UBS Group
Switzerland
$44.4M +$380K +11,754 +0.9%
LPL Financial
6
LPL Financial
California
$40.7M +$1.18M +36,521 +3%
UCFA
7
United Capital Financial Advisors
Texas
$35.4M +$371K +11,484 +1%
M&T Bank
8
M&T Bank
New York
$27.8M +$95.7K +2,959 +0.4%
Wells Fargo
9
Wells Fargo
California
$27.8M +$2.14M +66,143 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$18.6M -$1.93M -59,649 -10%
Ameriprise
11
Ameriprise
Minnesota
$17.4M -$244K -7,554 -1%
VCS
12
Vaughan & Co Securities
New Jersey
$17.2M +$15.9K +492 +0.1%
KeyBank National Association
13
KeyBank National Association
Ohio
$16.7M +$962K +29,754 +6%
HNB
14
Huntington National Bank
Ohio
$15.5M -$1.43M -44,108 Closed
EWMCB
15
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.3M +$117K +3,613 +0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$13.5M +$1.28M +39,658 +11%
AssetMark Inc
17
AssetMark Inc
California
$13.3M -$131K -4,053 -1%
DSCM
18
Del-Sette Capital Management
New York
$12.7M +$12.5M +387,553 New
KAS
19
Kestra Advisory Services
Texas
$10.1M +$140K +4,317 +1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$10.1M +$13.9K +429 +0.1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9.31M -$988K -30,566 -10%
DWM
22
Destination Wealth Management
California
$9.19M +$221K +6,835 +3%
RJA
23
Raymond James & Associates
Florida
$8.35M +$1.22M +37,638 +17%
JFA
24
JNBA Financial Advisors
Minnesota
$8.2M -$1.04M -32,059 -11%
B
25
Brightworth
Georgia
$6.96M +$748K +23,124 +12%
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