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WisdomTree US SmallCap Earnings Fund
EES

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.6M +$1.27M +53,637 +5%
3AM
2
3D Asset Management
Connecticut
$23.4M +$6.98M +295,500 +48%
UBS Group
3
UBS Group
Switzerland
$20.2M +$610K +25,824 +3%
SWM
4
SVA Wealth Management
Wisconsin
$16.9M +$1.38M +58,410 +10%
Bank of America
5
Bank of America
North Carolina
$16.4M +$4.3M +182,091 +40%
LW
6
Linscomb Wealth
Texas
$11.3M +$556K +23,520 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.44M +$3.01M +127,224 +53%
Goldman Sachs
8
Goldman Sachs
New York
$5.3M – – –
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.22M -$603K -25,518 -11%
LPL Financial
10
LPL Financial
California
$3.1M -$2.07M -87,690 -41%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.8M -$1.78M -75,426 -41%
Wells Fargo
12
Wells Fargo
California
$2.74M -$2.14M -90,789 -46%
CIC
13
Cutler Investment Counsel
Oregon
$2.71M +$123K +5,196 +5%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.14M +$479K +20,286 +32%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.84M +$134K +5,652 +9%
UCFA
16
United Capital Financial Advisors
Texas
$1.38M -$75.3K -3,186 -6%
KLI
17
Kelman-Lazarov Inc
Tennessee
$1.33M +$1.23M +52,029 New
CANC
18
Culbertson A N & Co
Virginia
$1.31M +$22.5K +951 +2%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$1.18M -$783K -33,150 -42%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.17M +$312K +13,215 +41%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.02M -$706K -29,895 -43%
RJA
22
Raymond James & Associates
Florida
$925K +$853K +36,087 New
AI
23
Atria Investments
North Carolina
$894K +$312K +13,218 +61%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$893K -$340K -14,385 -29%
LIA
25
LBMC Investment Advisors
Tennessee
$824K +$1.42K +60 +0.2%
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