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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
$1.64B +$48.6M +1,038,157 +3%
Bank of America
2
Bank of America
North Carolina
$64.4M -$2.63M -56,268 -4%
UA
3
Unison Advisors
District of Columbia
$55.3M +$406K +8,688 +0.8%
Cerity Partners
4
Cerity Partners
New York
$38.6M +$413K +8,833 +1%
Morgan Stanley
5
Morgan Stanley
New York
$31.6M -$1.6M -34,270 -5%
HighTower Advisors
6
HighTower Advisors
Illinois
$26.3M +$1.18M +25,297 +5%
LPL Financial
7
LPL Financial
California
$23M +$10.7M +228,532 +98%
Wells Fargo
8
Wells Fargo
California
$20.6M -$1.51M -32,314 -7%
FPIS
9
Financial Planning & Information Services
Wisconsin
$20M -$2.19M -46,740 -10%
EB
10
Eastern Bank
Massachusetts
$19.7M -$35.1K -750 -0.2%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$19.5M +$62.5K +1,337 +0.3%
BFM
12
Boston Financial Management
Massachusetts
$18.1M -$358K -7,652 -2%
GVAG
13
Great Valley Advisor Group
Delaware
$15.4M +$454K +9,700 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$14.5M -$2.5M -53,553 -16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$14.4M +$347K +7,411 +3%
HCM
16
Hengehold Capital Management
Ohio
$14.2M +$140K +2,991 +1%
Victory Capital Management
17
Victory Capital Management
Texas
$14.2M – – –
GPWA
18
Great Point Wealth Advisors
Massachusetts
$13.7M +$674K +14,407 +6%
BWM
19
BKM Wealth Management
Wisconsin
$13M +$413M +8,824,648 New
BW
20
BIP Wealth
Georgia
$12.5M +$872K +18,641 +8%
MWA
21
MFA Wealth Advisors
Pennsylvania
$11.7M +$261K +5,570 +2%
RVPG
22
Relative Value Partners Group
$10.6M +$2.27M +48,610 +30%
EWMCB
23
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.2M -$460K -9,838 -5%
CCA
24
Checchi Capital Advisers
California
$10.2M +$5.56M +118,869 +140%
CAG
25
Csenge Advisory Group
Florida
$10.1M +$59.2K +1,265 +0.6%
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