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WisdomTree Emerging Markets SmallCap Dividend Fund
DGS

Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$989M +$101M +1,855,296 +11%
PP
2
Palladium Partners
Virginia
$38.9M +$1.44M +26,445 +4%
Bank of America
3
Bank of America
North Carolina
$37.9M +$1.1M +20,178 +3%
WA
4
Waddell & Associates
Tennessee
$27.5M +$459K +8,456 +2%
Wells Fargo
5
Wells Fargo
California
$26.1M -$5.62M -103,479 -17%
Morgan Stanley
6
Morgan Stanley
New York
$22.8M -$380K -6,988 -2%
BFM
7
Boston Financial Management
Massachusetts
$19M +$199K +3,668 +1%
FPIS
8
Financial Planning & Information Services
Wisconsin
$16.8M +$124K +2,290 +0.7%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$16.2M +$299K +5,501 +2%
Victory Capital Management
10
Victory Capital Management
Texas
$15.2M – – –
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.7M -$585K -10,771 -4%
EA
12
Efficient Advisors
Ohio
$14.4M +$586K +10,794 +4%
AFIA
13
America First Investment Advisors
Nebraska
$14.3M -$184K -3,385 -1%
BEAM
14
Baker Ellis Asset Management
Washington
$9.99M +$175K +3,225 +2%
APF
15
Alaska Permanent Fund
Alaska
$9.64M +$9.79M +180,245 New
NCM
16
Neumann Capital Management
California
$8.48M -$21.6K -398 -0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.24M -$221K -4,066 -3%
LPL Financial
18
LPL Financial
California
$7.9M +$2.17M +39,879 +37%
UBS Group
19
UBS Group
Switzerland
$6.6M -$239K -4,395 -3%
TIM
20
Tortoise Investment Management
New York
$6.04M +$814K +14,980 +15%
SPIA
21
Steward Partners Investment Advisory
New York
$5.78M +$126K +2,323 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$5.43M +$367K +6,748 +7%
Ameriprise
23
Ameriprise
Minnesota
$5.33M +$57.9K +1,066 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.04M +$4.79M +88,178 +1,436%
KAS
25
Kestra Advisory Services
Texas
$4.53M +$2.53M +46,526 +122%
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