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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
$40.9M +$1.75M +38,703 +4%
Morgan Stanley
2
Morgan Stanley
New York
$35.9M +$3.63M +80,145 +11%
Bank of America
3
Bank of America
North Carolina
$34M +$7.68M +169,510 +27%
LPL Financial
4
LPL Financial
California
$19.2M -$28.5M -629,958 -59%
SC
5
Savant Capital
Illinois
$16.8M -$382K -8,427 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.8M -$6.11M -135,011 -27%
LW
7
Linscomb Wealth
Texas
$11.7M -$858K -18,949 -7%
Ameriprise
8
Ameriprise
Minnesota
$11.7M +$43.2K +953 +0.4%
SPA
9
Shore Point Advisors
New Jersey
$10.6M +$511K +11,286 +5%
3LCM
10
3D/L Capital Management
Connecticut
$10.2M -$392K -8,658 -4%
CAN
11
Cetera Advisor Networks
California
$8.47M +$3.15M +69,638 +55%
KSWA
12
Kathleen S. Wright Associates
Pennsylvania
$8.08M -$246K -5,431 -3%
CA
13
Cetera Advisors
Colorado
$7.95M +$354K +7,821 +4%
Wells Fargo
14
Wells Fargo
California
$6.89M +$151K +3,331 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.56M -$176K -3,892 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.19M +$1.14M +25,063 +21%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.22M -$1.65M -36,330 -23%
FTUS
18
Flow Traders U.S.
New York
$4.87M +$5.1M +112,610 New
SAM
19
Smithbridge Asset Management
Pennsylvania
$4.18M -$143K -3,164 -3%
9WM
20
9258 Wealth Management
Ohio
$3.93M – – –
AWM
21
AE Wealth Management
Kansas
$3.54M +$299K +6,597 +9%
PAG
22
Private Advisor Group
New Jersey
$3.42M +$1.37M +30,219 +62%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.06M -$67.9K -1,500 -2%
FWTB
24
First Western Trust Bank
Colorado
$3.02M +$3.16M +69,790 New
GRP
25
Global Retirement Partners
California
$2.9M +$560K +12,362 +21%
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