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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
$55.3M +$9.44M +259,362 +20%
3AM
2
3D Asset Management
Connecticut
$33.5M -$551K -15,128 -2%
SWM
3
SVA Wealth Management
Wisconsin
$30.9M -$385K -10,582 -1%
UBS Group
4
UBS Group
Switzerland
$25.5M -$1.06M -29,000 -4%
LW
5
Linscomb Wealth
Texas
$23.5M +$1.9M +52,051 +9%
Bank of America
6
Bank of America
North Carolina
$23M +$415K +11,396 +2%
Wells Fargo
7
Wells Fargo
California
$13.8M +$3.33M +91,390 +31%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.88M +$86.7K +2,381 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.82M -$1.32M -36,248 -18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.04M +$1.5M +41,293 +41%
CIC
11
Cutler Investment Counsel
Oregon
$4.85M -$2.82M -77,457 -36%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$4.8M +$426K +11,687 +10%
DLIC
13
Daido Life Insurance Company
Japan
$4.6M +$4.69M +128,819 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.27M +$107K +2,925 +3%
UBS AM
15
UBS AM
Illinois
$2.91M +$2.96M +81,320 New
KLI
16
Kelman-Lazarov Inc
Tennessee
$2.8M -$35K -960 -1%
AI
17
Atria Investments
North Carolina
$2.64M +$59.2K +1,625 +2%
LPL Financial
18
LPL Financial
California
$2.54M +$290K +7,950 +13%
CCA
19
Clearwater Capital Advisors
Illinois
$2.35M +$120K +3,309 +5%
MWM
20
Marietta Wealth Management
Georgia
$2.33M +$2.37M +65,219 New
FA
21
Forefront Analytics
Pennsylvania
$2.33M -$832K -22,841 -26%
CANC
22
Culbertson A N & Co
Virginia
$2.28M -$163K -4,485 -7%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$2.17M +$504K +13,844 +29%
Ameriprise
24
Ameriprise
Minnesota
$1.65M +$120K +3,308 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.6M +$156K +4,285 +11%
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