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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.7M +$19.3M +708,057 +119%
UBS Group
2
UBS Group
Switzerland
$23.4M +$825K +30,291 +4%
3AM
3
3D Asset Management
Connecticut
$17.6M -$652K -23,934 -4%
SWM
4
SVA Wealth Management
Wisconsin
$15.1M +$791K +29,043 +6%
Wells Fargo
5
Wells Fargo
California
$14.7M +$1.11M +40,818 +8%
Bank of America
6
Bank of America
North Carolina
$11.8M +$2.01M +73,803 +21%
LW
7
Linscomb Wealth
Texas
$10.1M +$454K +16,665 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.79M +$26.7K +981 +0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.2M +$2.72M +99,783 +83%
CIC
10
Cutler Investment Counsel
Oregon
$5.11M -$352K -12,915 -7%
LPL Financial
11
LPL Financial
California
$4.34M -$1.3M -47,790 -24%
Jane Street
12
Jane Street
New York
$3.4M -$3.9M -143,124 -54%
UCFA
13
United Capital Financial Advisors
Texas
$2.04M -$143K -5,268 -7%
Citigroup
14
Citigroup
New York
$1.75M +$355K +13,047 +27%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.43M +$352K +12,912 +34%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.39M -$363K -13,323 -21%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.2M +$655K +24,063 +129%
MWP
18
Moller Wealth Partners
$1.09M -$31.1K -1,140 -3%
CANC
19
Culbertson A N & Co
Virginia
$1.05M
Goldman Sachs
20
Goldman Sachs
New York
$1.04M +$1.01M +37,008 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.04M +$193K +7,068 +24%
Citadel Advisors
22
Citadel Advisors
Florida
$951K -$1.99M -72,906 -68%
LIA
23
LBMC Investment Advisors
Tennessee
$894K
VFA
24
Voya Financial Advisors
Connecticut
$841K +$811K +29,769 New
BHB
25
Bank Hapoalim BM
Israel
$737K -$66.2K -2,430 -9%