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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$62.5M +$3.32M +89,932 +6%
Morgan Stanley
2
Morgan Stanley
New York
$50.4M -$216K -5,844 -0.4%
SWM
3
SVA Wealth Management
Wisconsin
$44.8M +$720K +19,503 +2%
LW
4
Linscomb Wealth
Texas
$29.3M +$1.01M +27,255 +4%
3AM
5
3D Asset Management
Connecticut
$18.4M -$375K -10,153 -2%
HFA
6
Huber Financial Advisors
Illinois
$15.2M +$1.28M +34,735 +10%
UBS Group
7
UBS Group
Switzerland
$13.8M -$478K -12,931 -3%
Ameriprise
8
Ameriprise
Minnesota
$12.3M -$1.33M -36,012 -12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11M +$675K +18,280 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.6M -$230K -6,228 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.2M +$1.03M +27,810 +12%
CCFM
12
Clear Creek Financial Management
Washington
$9.49M +$3.05M +82,515 +49%
AW
13
ACG Wealth
Georgia
$8.46M -$2.58M -69,725 -24%
Wells Fargo
14
Wells Fargo
California
$8.1M +$325K +8,785 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.38M -$68K -1,841 -0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.98M +$269K +7,269 +4%
PWS
17
Private Wealth Strategies
Ohio
$6.5M +$6.24M +168,933 New
SWP
18
Stratos Wealth Partners
Ohio
$5.94M +$111K +3,008 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.57M -$156K -4,215 -3%
DC
20
Davenport & Co
Virginia
$5.53M +$478K +12,940 +10%
AWM
21
AE Wealth Management
Kansas
$5.1M +$768K +20,802 +19%
LPL Financial
22
LPL Financial
California
$4.68M +$909K +24,612 +25%
HCA
23
Heck Capital Advisors
Wisconsin
$4.65M +$359K +9,732 +9%
9WM
24
9258 Wealth Management
Ohio
$4.32M +$4.15M +112,465 New
CIC
25
Cutler Investment Counsel
Oregon
$4.24M -$505K -13,664 -11%