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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
$41.8M +$2.97M +90,585 +8%
3AM
2
3D Asset Management
Connecticut
$34.1M +$747K +22,810 +2%
SWM
3
SVA Wealth Management
Wisconsin
$30.9M +$377K +11,504 +1%
UBS Group
4
UBS Group
Switzerland
$23.6M -$2.06M -62,985 -9%
Bank of America
5
Bank of America
North Carolina
$20.3M -$839K -25,635 -4%
LW
6
Linscomb Wealth
Texas
$18.9M +$770K +23,510 +5%
Wells Fargo
7
Wells Fargo
California
$10.8M +$338K +10,328 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.69M -$255K -7,791 -3%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.19M -$70.1K -2,140 -1%
CIC
10
Cutler Investment Counsel
Oregon
$4.94M +$140K +4,271 +3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$4.11M +$67.7K +2,069 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4M +$31.7K +967 +0.9%
LPL Financial
13
LPL Financial
California
$3.35M +$436K +13,321 +16%
TA
14
TMD & Associates
Arizona
$3.17M -$67.6K -2,065 -2%
KLI
15
Kelman-Lazarov Inc
Tennessee
$2.8M +$124K +3,801 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.68M -$6.35K -194 -0.3%
AI
17
Atria Investments
North Carolina
$2.65M +$95K +2,902 +4%
CANC
18
Culbertson A N & Co
Virginia
$2.25M +$161K +4,908 +8%
CCA
19
Clearwater Capital Advisors
Illinois
$2.11M +$381K +11,637 +24%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$2.01M +$67.6K +2,064 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.89M +$13.8K +420 +0.8%
AssetMark Inc
22
AssetMark Inc
California
$1.86M +$28.3K +865 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.65M -$509K -15,539 -25%
UCFA
24
United Capital Financial Advisors
Texas
$1.41M -$396K -12,088 -23%
GLRA
25
Gerald L. Ray & Associates
Texas
$1.27M -$42.3K -1,291 -3%
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