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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
$46.7M +$3.29M +92,293 +8%
3AM
2
3D Asset Management
Connecticut
$34.5M -$832K -23,359 -2%
SWM
3
SVA Wealth Management
Wisconsin
$32.4M +$377K +10,582 +1%
UBS Group
4
UBS Group
Switzerland
$26.9M +$2.45M +68,642 +10%
Bank of America
5
Bank of America
North Carolina
$22.9M +$1.81M +50,788 +9%
LW
6
Linscomb Wealth
Texas
$21.9M +$2.31M +64,813 +12%
Wells Fargo
7
Wells Fargo
California
$10.6M -$524K -14,711 -5%
CIC
8
Cutler Investment Counsel
Oregon
$7.72M +$2.57M +72,069 +51%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.2M -$1.77M -49,764 -20%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.89M +$482K +13,528 +8%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$4.44M +$187K +5,244 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.22M +$85.5K +2,399 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.61M +$823K +23,104 +30%
FA
14
Forefront Analytics
Pennsylvania
$3.19M +$3.13M +87,938 New
KLI
15
Kelman-Lazarov Inc
Tennessee
$2.88M -$24.8K -697 -0.9%
AI
16
Atria Investments
North Carolina
$2.62M -$119K -3,328 -4%
CANC
17
Culbertson A N & Co
Virginia
$2.47M +$143K +4,010 +6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.38M +$2.35M +65,855 New
LPL Financial
19
LPL Financial
California
$2.29M -$1.16M -32,566 -34%
CCA
20
Clearwater Capital Advisors
Illinois
$2.27M +$92.8K +2,606 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.99M +$38.3K +1,076 +2%
AssetMark Inc
22
AssetMark Inc
California
$1.78M -$137K -3,858 -7%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$1.7M -$376K -10,567 -18%
Ameriprise
24
Ameriprise
Minnesota
$1.55M +$1.04M +29,129 +212%
MIAN
25
Mariner Independent Advisor Network
Kansas
$1.5M +$1.45M +40,774 New
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