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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
$24M -$3.25M -124,971 -12%
3AM
2
3D Asset Management
Connecticut
$23.8M -$326K -12,534 -1%
UBS Group
3
UBS Group
Switzerland
$20.4M -$351K -13,473 -2%
SWM
4
SVA Wealth Management
Wisconsin
$18.1M +$732K +28,134 +4%
Bank of America
5
Bank of America
North Carolina
$15.5M -$1.35M -51,831 -8%
LW
6
Linscomb Wealth
Texas
$11.7M +$131K +5,019 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.31M -$378K -14,538 -4%
Goldman Sachs
8
Goldman Sachs
New York
$5.45M – – –
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.9M -$453K -17,418 -9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.92M +$1.04M +39,798 +36%
CIC
11
Cutler Investment Counsel
Oregon
$3.11M +$315K +12,093 +11%
Wells Fargo
12
Wells Fargo
California
$2.72M -$93K -3,573 -3%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$2.31M +$1.09M +41,763 +91%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.27M +$72.2K +2,775 +3%
Jane Street
15
Jane Street
New York
$2.18M +$1.56M +59,949 +262%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.99M +$779K +29,940 +66%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.92M +$32.4K +1,245 +2%
KLI
18
Kelman-Lazarov Inc
Tennessee
$1.63M +$244K +9,381 +18%
LPL Financial
19
LPL Financial
California
$1.52M -$1.71M -65,520 -53%
UCFA
20
United Capital Financial Advisors
Texas
$1.41M -$2.19K -84 -0.2%
CANC
21
Culbertson A N & Co
Virginia
$1.25M -$95K -3,651 -7%
AI
22
Atria Investments
North Carolina
$1.16M +$237K +9,117 +26%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.05M -$1.48K -57 -0.1%
RJA
24
Raymond James & Associates
Florida
$994K +$43.2K +1,659 +5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$988K +$70.3K +2,700 +8%
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