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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
$77.5M -$1.07M -31,834 -1%
Bank of America
2
Bank of America
North Carolina
$60.6M -$10.9M -323,009 -15%
UBS Group
3
UBS Group
Switzerland
$55.4M +$328K +9,763 +0.6%
LPL Financial
4
LPL Financial
California
$51.6M -$20.8M -617,789 -28%
Creative Planning
5
Creative Planning
Kansas
$46.2M -$1.03M -30,511 -2%
M&T Bank
6
M&T Bank
New York
$34.6M +$451K +13,423 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$30.9M -$178K -5,290 -0.5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$30.6M +$3.56M +105,850 +12%
KeyBank National Association
9
KeyBank National Association
Ohio
$22M +$50.3K +1,497 +0.2%
Wells Fargo
10
Wells Fargo
California
$20.4M -$7.71M -229,157 -26%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$20.1M -$1.89M -56,147 -8%
Ameriprise
12
Ameriprise
Minnesota
$20M -$6.74M -200,365 -24%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$19M +$1.87M +55,477 +10%
HNB
14
Huntington National Bank
Ohio
$17.4M – – –
KAS
15
Kestra Advisory Services
Texas
$13.8M +$3.97M +118,145 +38%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$11.9M +$4.12M +122,564 +49%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$11.1M +$174K +5,179 +2%
Corient Private Wealth
18
Corient Private Wealth
Florida
$10.8M +$2.83K +84 +0%
DWM
19
Destination Wealth Management
California
$9.88M -$105K -3,119 -1%
VA
20
Valmark Advisers
Ohio
$9.69M +$1.28M +38,142 +14%
Truist Financial
21
Truist Financial
North Carolina
$9.52M +$321K +9,547 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$7.86M +$49.4K +1,470 +0.6%
BW
23
BIP Wealth
Georgia
$7.82M +$686K +20,410 +9%
Stifel Financial
24
Stifel Financial
Missouri
$7.46M +$35.5K +1,055 +0.5%
AssetMark Inc
25
AssetMark Inc
California
$7.14M -$147K -4,372 -2%
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