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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
$78.6M +$3.66M +114,658 +5%
Bank of America
2
Bank of America
North Carolina
$52.8M +$1.81M +56,708 +4%
Creative Planning
3
Creative Planning
Kansas
$50.3M +$2.03M +63,592 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$47.1M -$1.85M -58,024 -4%
UBS Group
5
UBS Group
Switzerland
$43.5M +$499K +15,634 +1%
LPL Financial
6
LPL Financial
California
$41.1M +$1.58M +49,530 +4%
UCFA
7
United Capital Financial Advisors
Texas
$35M +$690K +21,607 +2%
M&T Bank
8
M&T Bank
New York
$30.9M +$3.87M +121,180 +14%
Wells Fargo
9
Wells Fargo
California
$22.7M -$4.25M -133,155 -16%
Ameriprise
10
Ameriprise
Minnesota
$21.2M +$4.26M +133,545 +25%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$17.4M -$676K -21,162 -4%
KeyBank National Association
12
KeyBank National Association
Ohio
$17.2M +$1.03M +32,323 +6%
HNB
13
Huntington National Bank
Ohio
$16.7M – – –
VCS
14
Vaughan & Co Securities
New Jersey
$16.1M -$610K -19,100 -4%
AssetMark Inc
15
AssetMark Inc
California
$14.4M +$1.55M +48,685 +12%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.7M -$183K -5,733 -1%
DSCM
17
Del-Sette Capital Management
New York
$13M +$605K +18,947 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$10.1M -$756K -23,679 -6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$9.84M +$25.6K +803 +0.3%
KAS
20
Kestra Advisory Services
Texas
$9.53M -$296K -9,264 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9.18M +$147K +4,612 +2%
DWM
22
Destination Wealth Management
California
$9.08M +$170K +5,309 +2%
RJA
23
Raymond James & Associates
Florida
$8.64M +$541K +16,939 +7%
B
24
Brightworth
Georgia
$6.76M +$3.42K +107 +0.1%
JFA
25
JNBA Financial Advisors
Minnesota
$5.67M -$2.28M -71,519 -29%
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