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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
$39.9M +$3.15M +110,877 +9%
UBS Group
2
UBS Group
Switzerland
$22.4M -$1.05M -36,921 -4%
3AM
3
3D Asset Management
Connecticut
$17.4M -$170K -5,970 -1%
Wells Fargo
4
Wells Fargo
California
$16.4M +$1.69M +59,463 +11%
SWM
5
SVA Wealth Management
Wisconsin
$16.1M +$940K +33,045 +6%
Bank of America
6
Bank of America
North Carolina
$14.3M +$2.45M +86,241 +21%
LW
7
Linscomb Wealth
Texas
$10.6M +$471K +16,566 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.79M -$15.4K -540 -0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.38M +$171K +6,009 +3%
CIC
10
Cutler Investment Counsel
Oregon
$5.21M +$94.1K +3,309 +2%
LPL Financial
11
LPL Financial
California
$4.28M -$853 -30 -0%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.85M +$2.87M +100,986 New
Citigroup
13
Citigroup
New York
$2.09M +$340K +11,964 +19%
UCFA
14
United Capital Financial Advisors
Texas
$2.01M -$43.6K -1,533 -2%
Jane Street
15
Jane Street
New York
$1.9M -$1.52M -53,409 -44%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.72M +$280K +9,852 +19%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.5M +$294K +10,350 +24%
Goldman Sachs
18
Goldman Sachs
New York
$1.26M +$213K +7,476 +20%
CANC
19
Culbertson A N & Co
Virginia
$1.15M +$91.9K +3,231 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.11M -$282K -9,900 -20%
MWP
21
Moller Wealth Partners
$1.1M
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.01M -$31K -1,089 -3%
LIA
23
LBMC Investment Advisors
Tennessee
$898K +$2.22K +78 +0.2%
VFA
24
Voya Financial Advisors
Connecticut
$854K +$16.8K +591 +2%
MFS
25
MSI Financial Services
Massachusetts
$737K +$230K +8,073 +45%