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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
$64.3M +$4.24M +112,887 +7%
SWM
2
SVA Wealth Management
Wisconsin
$35.7M +$1.51M +40,233 +5%
3AM
3
3D Asset Management
Connecticut
$35.7M -$564K -14,998 -2%
UBS Group
4
UBS Group
Switzerland
$30.5M +$2.76M +73,343 +10%
Bank of America
5
Bank of America
North Carolina
$27.7M +$2.7M +71,761 +11%
LW
6
Linscomb Wealth
Texas
$26.3M +$866K +23,029 +4%
Wells Fargo
7
Wells Fargo
California
$17.9M +$2.95M +78,506 +20%
DLIC
8
Daido Life Insurance Company
Japan
$14M +$8.74M +232,533 +181%
HighTower Advisors
9
HighTower Advisors
Illinois
$7.49M +$35K +930 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.86M +$556K +14,801 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.83M +$1.17M +31,198 +26%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.64M +$182K +4,838 +3%
CIC
13
Cutler Investment Counsel
Oregon
$5.53M +$268K +7,122 +5%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.8M – – –
FA
15
Forefront Analytics
Pennsylvania
$3.32M +$777K +20,682 +32%
LPL Financial
16
LPL Financial
California
$3.19M +$431K +11,478 +16%
UBS AM
17
UBS AM
Illinois
$3.12M -$28K -744 -0.9%
KLI
18
Kelman-Lazarov Inc
Tennessee
$3.01M -$26.2K -696 -0.9%
AI
19
Atria Investments
North Carolina
$3M +$138K +3,664 +5%
MWM
20
Marietta Wealth Management
Georgia
$2.79M +$263K +7,005 +11%
CCA
21
Clearwater Capital Advisors
Illinois
$2.69M +$137K +3,647 +6%
CANC
22
Culbertson A N & Co
Virginia
$2.49M +$18.5K +491 +0.8%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$2.44M +$82.4K +2,192 +4%
RJA
24
Raymond James & Associates
Florida
$2.02M +$650K +17,300 +50%
Ameriprise
25
Ameriprise
Minnesota
$1.97M +$294K +7,826 +17%
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