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WisdomTree US SmallCap Earnings Fund
EES

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.7M +$869K +19,634 +2%
UBS Group
2
UBS Group
Switzerland
$44.5M +$311K +7,041 +0.8%
Bank of America
3
Bank of America
North Carolina
$38.4M +$2.14M +48,447 +7%
Ameriprise
4
Ameriprise
Minnesota
$25.3M +$11.8M +266,998 +111%
LPL Financial
5
LPL Financial
California
$23.9M +$401K +9,073 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$21.5M -$477K -10,793 -2%
SC
7
Savant Capital
Illinois
$17.3M -$317K -7,160 -2%
SPA
8
Shore Point Advisors
New Jersey
$14.1M +$430K +9,729 +4%
LW
9
Linscomb Wealth
Texas
$11.4M -$607K -13,716 -6%
FIM
10
Freedom Investment Management
Connecticut
$9.86M +$8.75M +197,853 New
CAN
11
Cetera Advisor Networks
California
$9.79M +$125K +2,821 +1%
CA
12
Cetera Advisors
Colorado
$8.52M -$582K -13,167 -7%
KSWA
13
Kathleen S. Wright Associates
Pennsylvania
$7.17M -$747K -16,889 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.07M -$1.38M -31,177 -18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.69M -$46.8K -1,059 -0.8%
GRP
16
Global Retirement Partners
California
$4.88M +$1.01M +22,825 +28%
AWM
17
AE Wealth Management
Kansas
$4.86M +$729K +16,489 +20%
9WM
18
9258 Wealth Management
Ohio
$4.3M -$13.3K -300 -0.3%
Wells Fargo
19
Wells Fargo
California
$4.2M -$795K -17,983 -18%
PAG
20
Private Advisor Group
New Jersey
$4.03M +$94.6K +2,138 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.62M -$2.12M -47,927 -40%
FWTB
22
First Western Trust Bank
Colorado
$3.48M – – –
CANC
23
Culbertson A N & Co
Virginia
$3.15M -$7.96K -180 -0.3%
JP Morgan Chase
24
JP Morgan Chase
New York
$3M +$2.17M +49,090 +441%
SAM
25
Smithbridge Asset Management
Pennsylvania
$2.86M -$12.4K -281 -0.5%
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