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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
$38.4M -$864K -18,986 -2%
Morgan Stanley
2
Morgan Stanley
New York
$38M +$876K +19,252 +2%
Bank of America
3
Bank of America
North Carolina
$31.3M -$2.28M -50,082 -6%
LPL Financial
4
LPL Financial
California
$20.3M +$631K +13,879 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$19.2M +$2.03M +44,543 +11%
SC
6
Savant Capital
Illinois
$15.4M -$741K -16,298 -4%
SPA
7
Shore Point Advisors
New Jersey
$11.8M +$505K +11,105 +4%
LW
8
Linscomb Wealth
Texas
$10.5M -$760K -16,712 -6%
Ameriprise
9
Ameriprise
Minnesota
$10.4M -$689K -15,136 -6%
3LCM
10
3D/L Capital Management
Connecticut
$8.72M -$875K -19,224 -9%
CAN
11
Cetera Advisor Networks
California
$8.38M -$32.9K -724 -0.4%
CA
12
Cetera Advisors
Colorado
$7.97M -$79.3K -1,744 -0.9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.49M +$27.2K +597 +0.3%
KSWA
14
Kathleen S. Wright Associates
Pennsylvania
$6.96M -$192K -4,226 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.85M -$333K -7,312 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.22M +$1.03M +22,621 +23%
Wells Fargo
17
Wells Fargo
California
$4.42M +$126K +2,765 +3%
9WM
18
9258 Wealth Management
Ohio
$3.75M – – –
AWM
19
AE Wealth Management
Kansas
$3.64M -$17.7K -390 -0.5%
GRP
20
Global Retirement Partners
California
$3.43M +$554K +12,178 +18%
PAG
21
Private Advisor Group
New Jersey
$3.41M +$120K +2,633 +3%
FWTB
22
First Western Trust Bank
Colorado
$3.02M – – –
Citadel Advisors
23
Citadel Advisors
Florida
$2.82M +$2.25M +49,413 +315%
CANC
24
Culbertson A N & Co
Virginia
$2.75M -$2.5K -55 -0.1%
SAM
25
Smithbridge Asset Management
Pennsylvania
$2.49M -$1.8M -39,596 -41%
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