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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
$35.2M +$660K +13,455 +2%
UBS Group
2
UBS Group
Switzerland
$32.6M +$2.2M +44,782 +7%
Bank of America
3
Bank of America
North Carolina
$26.5M +$633K +12,898 +2%
SC
4
Savant Capital
Illinois
$23.4M -$1.37M -27,834 -6%
LW
5
Linscomb Wealth
Texas
$20.6M -$807K -16,443 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.5M -$458K -9,327 -3%
3LCM
7
3D/L Capital Management
Connecticut
$14.8M -$1.65M -33,639 -10%
LPL Financial
8
LPL Financial
California
$14.3M -$7.81M -159,187 -35%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$12.8M +$160K +3,260 +1%
Ameriprise
10
Ameriprise
Minnesota
$11M +$148K +3,014 +1%
FA
11
Forefront Analytics
Pennsylvania
$8.94M +$217K +4,431 +3%
Wells Fargo
12
Wells Fargo
California
$7.69M +$349K +7,104 +5%
SAM
13
Smithbridge Asset Management
Pennsylvania
$4.95M -$128K -2,618 -3%
9WM
14
9258 Wealth Management
Ohio
$4.58M – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.13M +$634K +12,918 +18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.79M -$3.13M -63,881 -45%
CAN
17
Cetera Advisor Networks
California
$3.48M -$24.6K -502 -0.7%
ZIG
18
Zurich Insurance Group
Switzerland
$3.43M +$3.54M +72,095 New
PA
19
PSI Advisors
Florida
$3.14M -$89.5K -1,825 -3%
CANC
20
Culbertson A N & Co
Virginia
$3.13M – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$2.61M +$290K +5,902 +13%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.47M +$355K +7,233 +17%
Stifel Financial
23
Stifel Financial
Missouri
$2.38M +$305K +6,207 +15%
Citigroup
24
Citigroup
New York
$1.75M -$112K -2,289 -6%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.73M -$23.4K -476 -1%
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