We are live on ! Find out more
EES icon

WisdomTree US SmallCap Earnings Fund
EES

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.1M -$1.73M -48,021 -4%
SWM
2
SVA Wealth Management
Wisconsin
$40.8M +$2.82M +78,276 +7%
UBS Group
3
UBS Group
Switzerland
$33.4M +$4.2M +116,391 +14%
Bank of America
4
Bank of America
North Carolina
$30.4M +$6.01M +166,685 +25%
LW
5
Linscomb Wealth
Texas
$25.3M +$1.24M +34,347 +5%
3AM
6
3D Asset Management
Connecticut
$17.4M -$228K -6,332 -1%
Wells Fargo
7
Wells Fargo
California
$13.9M -$437K -12,105 -3%
DLIC
8
Daido Life Insurance Company
Japan
$13M – – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.7M +$1.43M +39,620 +15%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$10.1M +$5.04M +139,763 +101%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.67M +$1.25M +34,682 +20%
HighTower Advisors
12
HighTower Advisors
Illinois
$7.35M +$140K +3,880 +2%
Ameriprise
13
Ameriprise
Minnesota
$6.6M +$1.79M +49,513 +37%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.71M +$567K +15,708 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.59M -$228K -6,314 -4%
CIC
16
Cutler Investment Counsel
Oregon
$4.66M -$6.1K -169 -0.1%
LPL Financial
17
LPL Financial
California
$4.4M +$296K +8,212 +7%
DC
18
Davenport & Co
Virginia
$4.1M +$2.01M +55,749 +96%
SAM
19
Smithbridge Asset Management
Pennsylvania
$3.13M +$3.12M +86,565 New
RJA
20
Raymond James & Associates
Florida
$2.92M +$420K +11,641 +17%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.81M +$616K +17,074 +28%
UBS AM
22
UBS AM
Illinois
$2.56M – – –
JMPWA
23
JP Morgan Private Wealth Advisors
California
$2.55M +$108K +3,003 +4%
CANC
24
Culbertson A N & Co
Virginia
$2.44M -$98K -2,715 -4%
KLI
25
Kelman-Lazarov Inc
Tennessee
$2.44M -$131K -3,624 -5%
1
2 3 4 5