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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
$33.1M +$2.99M +66,990 +11%
UBS Group
2
UBS Group
Switzerland
$29.1M +$11.5M +257,782 +72%
Bank of America
3
Bank of America
North Carolina
$24.8M +$733K +16,447 +3%
SC
4
Savant Capital
Illinois
$23.8M -$2.27M -50,864 -9%
LPL Financial
5
LPL Financial
California
$21.3M +$15.5M +347,969 +344%
LW
6
Linscomb Wealth
Texas
$20.6M -$732K -16,426 -4%
3LCM
7
3D/L Capital Management
Connecticut
$15.8M +$14.8M +332,833 +86,450%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.3M +$5.85M +131,313 +68%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$12.2M -$2.55M -57,299 -18%
EF
10
Empowered Funds
Pennsylvania
$11M – – –
Ameriprise
11
Ameriprise
Minnesota
$10.3M +$1.47M +33,003 +18%
SW
12
Signify Wealth
Missouri
$8.76M +$8.24M +184,887 New
FA
13
Forefront Analytics
Pennsylvania
$8.36M -$491K -11,012 -6%
Wells Fargo
14
Wells Fargo
California
$7.04M +$2.35M +52,648 +55%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.66M +$2.34M +52,539 +60%
AW
16
ACG Wealth
Georgia
$6.06M -$338K -7,591 -6%
SAM
17
Smithbridge Asset Management
Pennsylvania
$4.87M +$52.3K +1,174 +1%
9WM
18
9258 Wealth Management
Ohio
$4.4M – – –
CAN
19
Cetera Advisor Networks
California
$3.36M -$236K -5,299 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.35M -$1.29M -29,014 -29%
PA
21
PSI Advisors
Florida
$3.1M -$58.2K -1,306 -2%
CANC
22
Culbertson A N & Co
Virginia
$3M -$82.3K -1,846 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.39M +$1.25M +27,954 +125%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.23M +$111K +2,499 +6%
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
$2.02M -$1.97M -44,149 -51%
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