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WisdomTree US SmallCap Earnings Fund
EES

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$45.7M +$20M +462,966 +76%
UBS Group
2
UBS Group
Switzerland
$38.6M -$6.63M -153,281 -14%
Morgan Stanley
3
Morgan Stanley
New York
$32M -$3.85M -89,143 -11%
Bank of America
4
Bank of America
North Carolina
$26.3M +$2.22M +51,442 +9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.3M +$880K +20,370 +4%
KAS
6
Kestra Advisory Services
Texas
$21M +$509K +11,767 +2%
SC
7
Savant Capital
Illinois
$16.9M -$649K -15,004 -4%
GI
8
Gradient Investments
Minnesota
$12.4M +$12.6M +291,222 +388,296%
LW
9
Linscomb Wealth
Texas
$12.4M -$444K -10,263 -3%
Ameriprise
10
Ameriprise
Minnesota
$11.5M +$1.21M +28,033 +12%
3LCM
11
3D/L Capital Management
Connecticut
$10.4M +$105K +2,433 +1%
SPA
12
Shore Point Advisors
New Jersey
$10M -$173K -4,012 -2%
SWP
13
Stratos Wealth Partners
Ohio
$8.72M +$8.56M +198,115 +3,025%
KSWA
14
Kathleen S. Wright Associates
Pennsylvania
$8.2M +$572K +13,223 +7%
CA
15
Cetera Advisors
Colorado
$7.5M +$419K +9,696 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.69M +$683K +15,790 +11%
Wells Fargo
17
Wells Fargo
California
$6.65M +$2M +46,184 +42%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.63M -$138K -3,190 -2%
CAN
19
Cetera Advisor Networks
California
$5.38M +$1.55M +35,959 +40%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.03M -$544K -12,585 -10%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.9M +$2.17M +50,181 +77%
SAM
22
Smithbridge Asset Management
Pennsylvania
$4.26M -$94.7K -2,191 -2%
9WM
23
9258 Wealth Management
Ohio
$3.88M -$2.16K -50 -0.1%
AWM
24
AE Wealth Management
Kansas
$3.21M +$225K +5,206 +7%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.08M -$4.7M -108,650 -60%
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