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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
$45.5M +$466K +9,687 +1%
UBS Group
2
UBS Group
Switzerland
$41M -$3.65M -75,952 -9%
Bank of America
3
Bank of America
North Carolina
$39.9M +$1.21M +25,163 +3%
Ameriprise
4
Ameriprise
Minnesota
$26.2M +$793K +16,487 +3%
LPL Financial
5
LPL Financial
California
$26.1M +$1.99M +41,459 +9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$19.2M +$18.5M +383,791 New
SC
7
Savant Capital
Illinois
$17.2M -$238K -4,946 -1%
SPA
8
Shore Point Advisors
New Jersey
$14M -$182K -3,787 -1%
LW
9
Linscomb Wealth
Texas
$11.1M -$321K -6,668 -3%
CAN
10
Cetera Advisor Networks
California
$10M +$144K +3,000 +2%
FIM
11
Freedom Investment Management
Connecticut
$9.61M -$297K -6,178 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.12M -$12M -249,812 -58%
CA
13
Cetera Advisors
Colorado
$9.11M +$521K +10,833 +6%
KSWA
14
Kathleen S. Wright Associates
Pennsylvania
$7.02M -$181K -3,771 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.89M -$213K -4,428 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.78M +$48.8K +1,015 +0.8%
GRP
17
Global Retirement Partners
California
$6.73M +$1.43M +29,686 +28%
IWP
18
Invenio Wealth Partners
Florida
$5.78M +$3.5M +72,647 +170%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.22M +$1.52M +31,538 +43%
9WM
20
9258 Wealth Management
Ohio
$4.33M – – –
SPIA
21
Steward Partners Investment Advisory
New York
$4.31M +$2.26M +47,050 +121%
Wells Fargo
22
Wells Fargo
California
$4M -$211K -4,379 -5%
FWTB
23
First Western Trust Bank
Colorado
$3.5M – – –
PAG
24
Private Advisor Group
New Jersey
$3.46M -$578K -12,008 -15%
CANC
25
Culbertson A N & Co
Virginia
$3.15M -$23.9K -496 -0.8%
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