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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
$43.3M -$11.2M -313,301 -19%
SWM
2
SVA Wealth Management
Wisconsin
$33.7M +$3.94M +110,434 +12%
UBS Group
3
UBS Group
Switzerland
$25.9M -$495K -13,886 -2%
Bank of America
4
Bank of America
North Carolina
$21.7M -$4.82M -135,255 -17%
LW
5
Linscomb Wealth
Texas
$21.3M -$1.24M -34,632 -5%
3AM
6
3D Asset Management
Connecticut
$15.6M -$15.5M -435,187 -47%
Wells Fargo
7
Wells Fargo
California
$12.7M -$3.23M -90,607 -19%
DLIC
8
Daido Life Insurance Company
Japan
$11.6M – – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.2M +$3.21M +90,052 +54%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.4M +$22.5K +631 +0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.7M +$653K +18,304 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.17M +$496K +13,915 +9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.56M +$3.31M +92,782 +187%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.45M +$29.9K +839 +0.6%
Ameriprise
15
Ameriprise
Minnesota
$4.29M +$2.09M +58,629 +78%
CIC
16
Cutler Investment Counsel
Oregon
$4.14M -$560K -15,715 -11%
LPL Financial
17
LPL Financial
California
$3.64M +$961K +26,952 +31%
BFG
18
Barber Financial Group
Kansas
$2.38M +$1.03M +28,918 +64%
CCA
19
Clearwater Capital Advisors
Illinois
$2.32M +$129K +3,631 +5%
KLI
20
Kelman-Lazarov Inc
Tennessee
$2.28M -$55.9K -1,567 -2%
UBS AM
21
UBS AM
Illinois
$2.27M -$345K -9,686 -12%
CANC
22
Culbertson A N & Co
Virginia
$2.25M +$51.7K +1,451 +2%
RJA
23
Raymond James & Associates
Florida
$2.22M +$1.19M +33,308 +93%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$2.17M +$186K +5,208 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.95M +$424K +11,903 +24%
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