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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
$48M +$1.2M +33,321 +3%
SWM
2
SVA Wealth Management
Wisconsin
$41.4M +$797K +22,071 +2%
Bank of America
3
Bank of America
North Carolina
$32.3M +$2.12M +58,772 +7%
LW
4
Linscomb Wealth
Texas
$25.9M +$753K +20,843 +3%
3AM
5
3D Asset Management
Connecticut
$16.9M -$380K -10,521 -2%
UBS Group
6
UBS Group
Switzerland
$16.5M -$16.8M -464,634 -50%
DLIC
7
Daido Life Insurance Company
Japan
$13M – – –
AW
8
ACG Wealth
Georgia
$10.4M +$9.47M +262,191 +936%
HFA
9
Huber Financial Advisors
Illinois
$10.1M +$8.69M +240,476 +603%
Wells Fargo
10
Wells Fargo
California
$10.1M -$3.74M -103,620 -27%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.98M -$631K -17,459 -6%
Ameriprise
12
Ameriprise
Minnesota
$9.95M +$3.41M +94,272 +52%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$9.65M -$357K -9,882 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$9.59M +$3.95M +109,227 +69%
CCFM
15
Clear Creek Financial Management
Washington
$7.88M +$7.94M +219,652 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.87M +$251K +6,950 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$7.26M -$35K -969 -0.5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.47M +$3.7M +102,333 +131%
SWP
19
Stratos Wealth Partners
Ohio
$5.3M +$4.48M +124,122 +525%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.12M -$445K -12,322 -8%
DC
21
Davenport & Co
Virginia
$4.76M +$691K +19,134 +17%
CIC
22
Cutler Investment Counsel
Oregon
$4.63M -$4.52K -125 -0.1%
Citigroup
23
Citigroup
New York
$3.93M +$2.81M +77,739 +244%
LPL Financial
24
LPL Financial
California
$3.61M -$770K -21,326 -17%
SAM
25
Smithbridge Asset Management
Pennsylvania
$3.12M +$13K +360 +0.4%
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