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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
$69.5M -$122K -4,057 -0.2%
Creative Planning
2
Creative Planning
Kansas
$46M +$1.5M +50,058 +3%
Bank of America
3
Bank of America
North Carolina
$46M -$855K -28,500 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$41.1M -$701K -23,352 -2%
UBS Group
5
UBS Group
Switzerland
$40.9M +$2.55M +85,095 +6%
LPL Financial
6
LPL Financial
California
$38.5M +$2.29M +76,421 +6%
UCFA
7
United Capital Financial Advisors
Texas
$31M +$57.5K +1,917 +0.2%
M&T Bank
8
M&T Bank
New York
$27.7M +$417K +13,904 +1%
Ameriprise
9
Ameriprise
Minnesota
$19.4M +$736K +24,536 +4%
Wells Fargo
10
Wells Fargo
California
$19M -$1.13M -37,721 -5%
AssetMark Inc
11
AssetMark Inc
California
$17.3M +$4.85M +161,778 +36%
KeyBank National Association
12
KeyBank National Association
Ohio
$15.6M +$354K +11,805 +2%
HNB
13
Huntington National Bank
Ohio
$15.5M – – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.4M -$1.05M -35,095 -6%
VCS
15
Vaughan & Co Securities
New Jersey
$14M -$197K -6,567 -1%
AWM
16
AE Wealth Management
Kansas
$12.9M +$13.7M +455,769 New
EWMCB
17
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$12.2M +$116K +3,850 +0.9%
Osaic Holdings
18
Osaic Holdings
Arizona
$11.4M +$489K +16,293 +4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$11.2M +$8.07M +269,015 +210%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.17M +$1.11M +36,935 +13%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$8.57M -$153K -5,106 -2%
KAS
22
Kestra Advisory Services
Texas
$8.33M -$110K -3,663 -1%
DWM
23
Destination Wealth Management
California
$7.95M -$96.6K -3,220 -1%
RJA
24
Raymond James & Associates
Florida
$7.94M +$314K +10,454 +4%
DSCM
25
Del-Sette Capital Management
New York
$7.92M -$3.78M -125,996 -31%
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