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WisdomTree US SmallCap Earnings Fund
EES

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$45.8M +$872K +19,598 +2%
Morgan Stanley
2
Morgan Stanley
New York
$34.6M -$3.89M -87,527 -9%
Bank of America
3
Bank of America
North Carolina
$24.5M -$1.76M -39,672 -6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17.4M +$2.41M +54,138 +15%
SC
5
Savant Capital
Illinois
$17.4M -$700K -15,734 -4%
LW
6
Linscomb Wealth
Texas
$12.7M -$2.31M -52,011 -14%
3LCM
7
3D/L Capital Management
Connecticut
$9.56M -$863K -19,408 -8%
SPA
8
Shore Point Advisors
New Jersey
$9.45M +$814K +18,300 +9%
KSWA
9
Kathleen S. Wright Associates
Pennsylvania
$7.16M -$178K -4,007 -2%
Wells Fargo
10
Wells Fargo
California
$6.71M +$3.14M +70,494 +76%
CA
11
Cetera Advisors
Colorado
$6.68M +$1.38M +31,034 +24%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.28M -$2.89M -64,893 -30%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.82M +$37.1K +834 +0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.18M +$125K +2,799 +2%
Ameriprise
15
Ameriprise
Minnesota
$5.12M +$659K +14,810 +13%
ZIG
16
Zurich Insurance Group
Switzerland
$4.6M – – –
LPL Financial
17
LPL Financial
California
$4.38M -$7.67M -172,323 -62%
SAM
18
Smithbridge Asset Management
Pennsylvania
$4.19M -$38.5K -865 -0.8%
9WM
19
9258 Wealth Management
Ohio
$3.81M -$11.1K -250 -0.3%
CAN
20
Cetera Advisor Networks
California
$3.09M +$438K +9,850 +15%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.88M -$36.3K -817 -1%
PA
22
PSI Advisors
Florida
$2.72M -$30.4K -684 -1%
CANC
23
Culbertson A N & Co
Virginia
$2.71M -$7.56K -170 -0.3%
IA
24
IFP Advisors
Florida
$2.36M – – –
FA
25
Forefront Analytics
Pennsylvania
$2.33M -$2.47M -55,493 -49%
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