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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
$1.33B +$31.4M +685,468 +2%
Bank of America
2
Bank of America
North Carolina
$62.5M +$5.06M +110,332 +9%
UA
3
Unison Advisors
District of Columbia
$52.9M +$11.7M +255,498 +28%
Cerity Partners
4
Cerity Partners
New York
$34.6M +$839K +18,305 +2%
Morgan Stanley
5
Morgan Stanley
New York
$27.7M +$3.96M +86,292 +17%
FPIS
6
Financial Planning & Information Services
Wisconsin
$22.1M -$707K -15,412 -3%
Wells Fargo
7
Wells Fargo
California
$21M -$2.83M -61,695 -12%
HighTower Advisors
8
HighTower Advisors
Illinois
$20.8M +$993K +21,644 +5%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$17.8M +$108K +2,359 +0.6%
BFM
10
Boston Financial Management
Massachusetts
$16.5M +$411K +8,956 +3%
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.4M -$148K -3,230 -1%
GVAG
12
Great Valley Advisor Group
Delaware
$13.3M -$614K -13,389 -4%
HCM
13
Hengehold Capital Management
Ohio
$13M +$13M +284,551 New
Victory Capital Management
14
Victory Capital Management
Texas
$13M – – –
EB
15
Eastern Bank
Massachusetts
$11.6M +$11.6M +253,228 New
GPWA
16
Great Point Wealth Advisors
Massachusetts
$11.2M +$402K +8,765 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$10.9M +$2M +43,643 +23%
RVPG
18
Relative Value Partners Group
$10.9M +$1.79M +38,978 +20%
MWA
19
MFA Wealth Advisors
Pennsylvania
$9.95M +$9.96M +217,234 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$9.89M +$3.37M +73,482 +52%
EA
21
Efficient Advisors
Ohio
$9.8M -$111K -2,424 -1%
BW
22
BIP Wealth
Georgia
$8.96M +$8.98M +195,855 New
CAG
23
Csenge Advisory Group
Florida
$8.94M +$146K +3,185 +2%
Ameriprise
24
Ameriprise
Minnesota
$8.51M +$25.9K +564 +0.3%
UBS Group
25
UBS Group
Switzerland
$7.78M -$795K -17,340 -9%
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