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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
$26.9M +$1.07M +38,685 +4%
3AM
2
3D Asset Management
Connecticut
$24.8M -$706K -25,476 -3%
UBS Group
3
UBS Group
Switzerland
$23.8M +$1.81M +65,325 +8%
SWM
4
SVA Wealth Management
Wisconsin
$23.6M +$3.96M +143,103 +21%
Bank of America
5
Bank of America
North Carolina
$13.6M -$2.98M -107,631 -18%
LW
6
Linscomb Wealth
Texas
$13.1M +$499K +18,012 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.82M -$1.16M -41,988 -12%
CIC
8
Cutler Investment Counsel
Oregon
$4.54M +$1.17M +42,390 +36%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.47M -$783K -28,266 -15%
Wells Fargo
10
Wells Fargo
California
$3.73M +$784K +28,284 +27%
Jane Street
11
Jane Street
New York
$3.51M +$1.14M +41,097 +50%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.96M -$1.23M -44,265 -30%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.84M +$761K +27,480 +38%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$2.57M +$90.8K +3,276 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.4M -$32K -1,155 -1%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.28M +$137K +4,935 +7%
KLI
17
Kelman-Lazarov Inc
Tennessee
$1.91M +$184K +6,630 +11%
LPL Financial
18
LPL Financial
California
$1.68M +$43.8K +1,581 +3%
AI
19
Atria Investments
North Carolina
$1.68M +$425K +15,348 +35%
Goldman Sachs
20
Goldman Sachs
New York
$1.61M -$4.16M -150,000 -73%
UCFA
21
United Capital Financial Advisors
Texas
$1.51M -$7.15K -258 -0.5%
CANC
22
Culbertson A N & Co
Virginia
$1.32M -$22.9K -825 -2%
GLRA
23
Gerald L. Ray & Associates
Texas
$1.13M +$818K +29,514 +283%
RJA
24
Raymond James & Associates
Florida
$1.12M +$49.4K +1,782 +5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.02M -$39.1K -1,410 -4%
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