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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
$33M +$1.89M +63,000 +7%
3AM
2
3D Asset Management
Connecticut
$28.1M -$373K -12,447 -1%
SWM
3
SVA Wealth Management
Wisconsin
$27M -$61.6K -2,058 -0.2%
UBS Group
4
UBS Group
Switzerland
$25M -$2.13M -71,013 -8%
Bank of America
5
Bank of America
North Carolina
$16.5M +$784K +26,172 +5%
LW
6
Linscomb Wealth
Texas
$15.8M +$626K +20,913 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.92M -$202K -6,744 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$7.13M +$6.33M +211,353 +2,736%
CIC
9
Cutler Investment Counsel
Oregon
$6.22M +$925K +30,900 +19%
Wells Fargo
10
Wells Fargo
California
$5.41M +$1.03M +34,485 +26%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.94M +$1.08M +35,982 +42%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.73M -$1.29M -42,981 -27%
LPL Financial
13
LPL Financial
California
$3.25M +$1.19M +39,798 +67%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.23M -$34.7K -1,158 -1%
TA
15
TMD & Associates
Arizona
$3.07M +$2.82M +94,305 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.97M +$325K +10,866 +13%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$2.65M -$280K -9,360 -10%
KLI
18
Kelman-Lazarov Inc
Tennessee
$2.33M +$109K +3,642 +5%
AI
19
Atria Investments
North Carolina
$1.96M +$26.8K +894 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.79M +$567K +18,915 +52%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.71M +$590K +19,692 +60%
CANC
22
Culbertson A N & Co
Virginia
$1.46M -$53.1K -1,773 -4%
Goldman Sachs
23
Goldman Sachs
New York
$1.43M -$388K -12,957 -23%
GLRA
24
Gerald L. Ray & Associates
Texas
$1.27M -$22.7K -759 -2%
AssetMark Inc
25
AssetMark Inc
California
$1.2M +$59K +1,971 +6%
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