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WisdomTree US SmallCap Earnings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$52.5M +$16.2M +333,074 +44%
Morgan Stanley
2
Morgan Stanley
New York
$44.5M +$9.52M +195,870 +27%
Bank of America
3
Bank of America
North Carolina
$30.5M +$3.61M +74,240 +13%
SC
4
Savant Capital
Illinois
$21M -$598K -12,302 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.7M +$2.52M +51,898 +16%
LW
6
Linscomb Wealth
Texas
$17.3M -$404K -8,304 -2%
GI
7
Gradient Investments
Minnesota
$16.1M +$16.3M +334,708 +446,277%
LPL Financial
8
LPL Financial
California
$13.4M -$24.2M -497,622 -64%
3LCM
9
3D/L Capital Management
Connecticut
$12.1M -$2.49M -51,153 -17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.4M -$155K -3,194 -1%
SPA
11
Shore Point Advisors
New Jersey
$10.1M +$803K +16,517 +8%
KSWA
12
Kathleen S. Wright Associates
Pennsylvania
$8.55M +$45.1K +927 +0.5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$7.88M +$7.98M +164,248 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.74M +$3.12M +64,194 +84%
EF
15
Empowered Funds
Pennsylvania
$6.37M +$6.45M +132,800 New
CA
16
Cetera Advisors
Colorado
$6.3M -$219K -4,514 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.91M +$1.33M +27,416 +29%
FA
18
Forefront Analytics
Pennsylvania
$5.38M +$9.77K +201 +0.2%
ZIG
19
Zurich Insurance Group
Switzerland
$5.36M +$1.83M +37,575 +51%
Ameriprise
20
Ameriprise
Minnesota
$5.27M -$6.64M -136,714 -55%
SAM
21
Smithbridge Asset Management
Pennsylvania
$4.92M +$59K +1,213 +1%
9WM
22
9258 Wealth Management
Ohio
$4.45M
Wells Fargo
23
Wells Fargo
California
$4.44M +$305K +6,270 +7%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.4M +$1.03M +21,263 +43%
PA
25
PSI Advisors
Florida
$3.21M -$5.59K -115 -0.2%