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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
$24.6M -$3.22M -91,990 -13%
SC
2
Savant Capital
Illinois
$21.5M -$1.61M -46,019 -8%
Bank of America
3
Bank of America
North Carolina
$19.7M +$2.93M +83,718 +20%
LW
4
Linscomb Wealth
Texas
$17.5M -$1.55M -44,302 -9%
UBS Group
5
UBS Group
Switzerland
$13.9M -$688K -19,627 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12.2M +$925K +26,402 +9%
EF
7
Empowered Funds
Pennsylvania
$11M +$9.9M +282,524 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.48M -$402K -11,463 -6%
FA
9
Forefront Analytics
Pennsylvania
$7.3M +$411K +11,722 +7%
Ameriprise
10
Ameriprise
Minnesota
$7.25M -$2.3M -65,783 -26%
AW
11
ACG Wealth
Georgia
$5.27M -$1.57M -44,749 -25%
SAM
12
Smithbridge Asset Management
Pennsylvania
$3.95M +$42.1K +1,203 +1%
LPL Financial
13
LPL Financial
California
$3.93M +$199K +5,675 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.88M -$526K -15,017 -13%
Wells Fargo
15
Wells Fargo
California
$3.74M +$351K +10,028 +12%
9WM
16
9258 Wealth Management
Ohio
$3.61M -$123K -3,525 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.43M -$3.31M -94,449 -52%
TVAMP
18
Tennessee Valley Asset Management Partners
Tennessee
$3.38M +$1.49M +42,497 +96%
BFG
19
Berger Financial Group
Minnesota
$2.99M +$2.69M +76,710 New
CAN
20
Cetera Advisor Networks
California
$2.97M -$307K -8,772 -10%
PA
21
PSI Advisors
Florida
$2.6M -$198K -5,664 -8%
CANC
22
Culbertson A N & Co
Virginia
$2.54M -$91.8K -2,620 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$2.1M -$3.15M -90,005 -62%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$2.06M +$1.85M +52,791 New
JMPWA
25
JP Morgan Private Wealth Advisors
California
$1.91M +$201K +5,726 +13%
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