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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
$66.3M +$158K +3,961 +0.2%
SWM
2
SVA Wealth Management
Wisconsin
$37.5M +$727K +18,170 +2%
3AM
3
3D Asset Management
Connecticut
$36.7M -$20.8K -520 -0.1%
UBS Group
4
UBS Group
Switzerland
$32.7M +$1.31M +32,803 +4%
Bank of America
5
Bank of America
North Carolina
$32.3M +$3.82M +95,631 +13%
LW
6
Linscomb Wealth
Texas
$27.9M +$830K +20,757 +3%
Wells Fargo
7
Wells Fargo
California
$19.4M +$927K +23,192 +5%
DLIC
8
Daido Life Insurance Company
Japan
$14.4M – – –
HighTower Advisors
9
HighTower Advisors
Illinois
$7.93M +$219K +5,478 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.61M -$455K -11,389 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.35M +$347K +8,687 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.87M +$59.8K +1,495 +1%
CIC
13
Cutler Investment Counsel
Oregon
$5.77M +$81.6K +2,041 +1%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$5.5M +$155K +3,868 +3%
LPL Financial
15
LPL Financial
California
$3.46M +$166K +4,141 +5%
FA
16
Forefront Analytics
Pennsylvania
$3.44M +$20.8K +521 +0.6%
UBS AM
17
UBS AM
Illinois
$3.21M – – –
Ameriprise
18
Ameriprise
Minnesota
$2.98M +$829K +20,740 +38%
KLI
19
Kelman-Lazarov Inc
Tennessee
$2.9M -$204K -5,104 -7%
MWM
20
Marietta Wealth Management
Georgia
$2.82M -$60.8K -1,520 -2%
CANC
21
Culbertson A N & Co
Virginia
$2.75M +$184K +4,600 +7%
CCA
22
Clearwater Capital Advisors
Illinois
$2.74M -$30.2K -755 -1%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$2.49M -$23.8K -596 -0.9%
DC
24
Davenport & Co
Virginia
$2.27M +$628K +15,707 +38%
MIAN
25
Mariner Independent Advisor Network
Kansas
$2.23M +$2.24M +55,983 New
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