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WisdomTree US SmallCap Earnings Fund
EES

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Scotia Capital
Ontario, Canada
$620K +$590K +22,803 New
LIA
27
LBMC Investment Advisors
Tennessee
$604K +$21.7K +840 +4%
JP Morgan Chase
28
JP Morgan Chase
New York
$580K +$197K +7,626 +56%
FIM
29
Freedom Investment Management
Connecticut
$518K -$4.66K -180 -0.9%
CWM
30
Concert Wealth Management
California
$483K +$10.1K +390 +2%
BHB
31
Bank Hapoalim BM
Israel
$413K +$393K +15,192 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$363K +$45K +1,737 +15%
UCFA
33
United Capital Financial Advisors
Texas
$361K -$8.93K -345 -3%
SWM
34
SVA Wealth Management
Wisconsin
$349K +$332K +12,843 New
MFS
35
MSI Financial Services
Massachusetts
$309K -$23.9K -924 -8%
BFS
36
Bradley Foster & Sargent
Connecticut
$290K -$71K -2,745 -20%
BBA
37
BLB&B Advisors
Pennsylvania
$276K -$29.5K -1,140 -10%
Northern Trust
38
Northern Trust
Illinois
$204K +$194K +7,500 New
Creative Planning
39
Creative Planning
Kansas
$157K +$24.4K +942 +19%
NES
40
New England Securities
New York
$155K -$10.3K -399 -7%
WRM
41
Westport Resources Management
Connecticut
$52K – – –
Deutsche Bank
42
Deutsche Bank
Germany
$29K -$18.6K -720 -40%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$24K +$23.3K +900 New
CFA
44
Carroll Financial Associates
North Carolina
$19K – – –
CEMP
45
Compass Efficient Model Portfolios
Tennessee
$15K -$36.4K -1,407 -72%
CG
46
Colony Group
Massachusetts
$9K +$8.54K +330 New
VIA
47
Vantage Investment Advisors
Pennsylvania
$9K +$8.77K +339 New
TRCT
48
Tower Research Capital (TRC)
New York
$5K +$4.5K +174 New
Goldman Sachs
49
Goldman Sachs
New York
– -$438K -17,766 Closed
FAAS
50
First Allied Advisory Services
California
– -$238K -9,585 Closed
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