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WisdomTree Emerging Markets SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.24B +$130M +2,464,987 +12%
Bank of America
2
Bank of America
North Carolina
$43.2M +$2.72M +51,842 +7%
PP
3
Palladium Partners
Virginia
$38.7M +$435K +8,281 +1%
WA
4
Waddell & Associates
Tennessee
$29.6M +$998K +18,993 +4%
Morgan Stanley
5
Morgan Stanley
New York
$26.7M +$833K +15,850 +3%
Wells Fargo
6
Wells Fargo
California
$22.7M +$1.32M +25,132 +6%
HighTower Advisors
7
HighTower Advisors
Illinois
$21.4M +$1.36M +25,964 +7%
National Bank of Canada
8
National Bank of Canada
Quebec, Canada
$19.5M +$460K +8,747 +2%
FPIS
9
Financial Planning & Information Services
Wisconsin
$19.3M +$1.57M +29,958 +9%
BFM
10
Boston Financial Management
Massachusetts
$18.5M -$136K -2,585 -0.7%
AWM
11
Aprio Wealth Management
Georgia
$18M +$17.8M +338,096 New
Jane Street
12
Jane Street
New York
$17.3M +$17.1M +324,774 New
GPWA
13
Great Point Wealth Advisors
Massachusetts
$16.4M -$44.9K -854 -0.3%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$15.4M +$342K +6,514 +2%
AFIA
15
America First Investment Advisors
Nebraska
$14.9M +$254K +4,828 +2%
Victory Capital Management
16
Victory Capital Management
Texas
$14.3M
EA
17
Efficient Advisors
Ohio
$12.1M -$2.5M -47,547 -17%
BEAM
18
Baker Ellis Asset Management
Washington
$11.7M +$1.09M +20,696 +10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.58M +$1.1M +20,931 +13%
NCM
20
Neumann Capital Management
California
$8.46M -$131K -2,486 -2%
LPL Financial
21
LPL Financial
California
$7.84M -$2.54M -48,363 -25%
TIM
22
Tortoise Investment Management
New York
$6.88M +$682K +12,977 +11%
OMC
23
Old Mission Capital
Illinois
$6.55M +$3.17M +60,248 +96%
Ameriprise
24
Ameriprise
Minnesota
$6M +$798K +15,178 +16%
SPIA
25
Steward Partners Investment Advisory
New York
$6M +$61K +1,161 +1%