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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
$33.6M +$1.01M +31,391 +3%
3AM
2
3D Asset Management
Connecticut
$31.4M +$3.55M +110,327 +13%
Bank of America
3
Bank of America
North Carolina
$30.1M +$13.7M +425,182 +84%
SWM
4
SVA Wealth Management
Wisconsin
$28M +$1.26M +39,031 +5%
UBS Group
5
UBS Group
Switzerland
$25.3M +$566K +17,563 +2%
LW
6
Linscomb Wealth
Texas
$16.3M +$675K +20,964 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.66M -$153K -4,752 -2%
Wells Fargo
8
Wells Fargo
California
$9.45M +$4.09M +127,129 +76%
CIC
9
Cutler Investment Counsel
Oregon
$6.48M +$322K +9,995 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.75M +$1.85M +57,332 +47%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.62M +$428K +13,290 +13%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3.15M +$204K +6,328 +7%
TA
13
TMD & Associates
Arizona
$3.1M +$57.5K +1,785 +2%
LPL Financial
14
LPL Financial
California
$2.7M -$459K -14,237 -14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.64M -$1.06M -32,925 -29%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.46M +$767K +23,827 +45%
KLI
17
Kelman-Lazarov Inc
Tennessee
$2.32M +$10.2K +318 +0.4%
AI
18
Atria Investments
North Carolina
$2.2M +$259K +8,029 +13%
Jane Street
19
Jane Street
New York
$2.16M +$2.16M +67,166 New
JMPWA
20
JP Morgan Private Wealth Advisors
California
$1.76M -$864K -26,811 -33%
UCFA
21
United Capital Financial Advisors
Texas
$1.69M -$30.6K -949 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.68M -$88.4K -2,746 -5%
CANC
23
Culbertson A N & Co
Virginia
$1.63M +$186K +5,778 +13%
CCA
24
Clearwater Capital Advisors
Illinois
$1.41M +$365K +11,318 +34%
AssetMark Inc
25
AssetMark Inc
California
$1.34M +$157K +4,890 +13%
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