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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
$36.3M +$1.99M +61,578 +6%
3AM
2
3D Asset Management
Connecticut
$31.3M -$671K -20,778 -2%
SWM
3
SVA Wealth Management
Wisconsin
$28.6M +$106K +3,286 +0.4%
UBS Group
4
UBS Group
Switzerland
$24.2M -$1.55M -48,073 -6%
Bank of America
5
Bank of America
North Carolina
$19.9M -$10.5M -325,671 -35%
LW
6
Linscomb Wealth
Texas
$17M +$362K +11,217 +2%
Wells Fargo
7
Wells Fargo
California
$9.78M +$148K +4,582 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.42M -$1.41M -43,747 -15%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.88M +$18.6K +576 +0.3%
CIC
10
Cutler Investment Counsel
Oregon
$4.5M -$2.08M -64,351 -32%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.79M +$569K +17,596 +18%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.72M +$26.3K +813 +0.7%
TA
13
TMD & Associates
Arizona
$3.05M -$105K -3,250 -3%
BCM
14
Barometer Capital Management
Ontario, Canada
$2.79M +$2.74M +84,900 New
LPL Financial
15
LPL Financial
California
$2.71M -$92.2K -2,854 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.52M +$10.1K +313 +0.4%
KLI
17
Kelman-Lazarov Inc
Tennessee
$2.51M +$139K +4,313 +6%
AI
18
Atria Investments
North Carolina
$2.39M +$145K +4,498 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.06M -$617K -19,082 -23%
CANC
20
Culbertson A N & Co
Virginia
$1.95M +$282K +8,735 +17%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$1.82M +$24.1K +745 +1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.76M +$39.1K +1,210 +2%
UCFA
23
United Capital Financial Advisors
Texas
$1.72M -$194 -6 -0%
AssetMark Inc
24
AssetMark Inc
California
$1.72M +$339K +10,501 +25%
CCA
25
Clearwater Capital Advisors
Illinois
$1.58M +$107K +3,302 +7%
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