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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3D Asset Management
Connecticut
$23.2M -$11.5M -429,486 -32%
U
2
UBS
Switzerland
$20.4M +$232K +8,685 +1%
GI
3
Gradient Investments
Minnesota
$17.4M +$1.81M +67,881 +11%
SWM
4
SVA Wealth Management
Wisconsin
$12.6M +$412K +15,432 +3%
Wells Fargo
5
Wells Fargo
California
$12.2M -$1.44M -53,973 -10%
Morgan Stanley
6
Morgan Stanley
New York
$11.3M -$4.03M -150,855 -25%
LW
7
Linscomb Wealth
Texas
$8.2M +$501K +18,750 +6%
Bank of America
8
Bank of America
North Carolina
$7.1M +$880K +32,976 +13%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.69M -$916K -34,326 -12%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.3M -$353K -13,239 -5%
CIC
11
Cutler Investment Counsel
Oregon
$5.31M +$271K +10,167 +5%
LPL Financial
12
LPL Financial
California
$5.22M -$288K -10,776 -5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.55M -$5.23M -195,744 -58%
Ameriprise
14
Ameriprise
Minnesota
$3.1M -$120K -4,482 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.72M +$1.32M +49,374 +86%
SG Americas Securities
16
SG Americas Securities
New York
$2.13M +$402K +15,042 +22%
UCFA
17
United Capital Financial Advisors
Texas
$1.81M -$42.7K -1,599 -2%
VKH
18
Virtu KCG Holdings
New York
$1.62M +$1.71M +63,915 New
PI
19
Placemark Investments
Illinois
$1.58M +$127K +4,749 +8%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.22M +$182K +6,822 +17%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$1.11M
MWP
22
Moller Wealth Partners
$1.01M
CANC
23
Culbertson A N & Co
Virginia
$924K -$28K -1,050 -3%
AIG
24
American International Group
New York
$915K +$151K +5,640 +19%
Citigroup
25
Citigroup
New York
$870K -$148K -5,547 -14%