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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
$42.5M +$1.89M +34,896 +5%
UBS Group
2
UBS Group
Switzerland
$40.8M +$597K +11,028 +2%
Bank of America
3
Bank of America
North Carolina
$31.3M -$11.3M -208,463 -27%
LPL Financial
4
LPL Financial
California
$30.8M +$2.18M +40,314 +8%
Ameriprise
5
Ameriprise
Minnesota
$26.1M -$1.12M -20,638 -4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$20.5M +$2.85M +52,559 +17%
KFI
7
Key Financial Inc
Pennsylvania
$15.4M +$1.08M +19,934 +8%
SPA
8
Shore Point Advisors
New Jersey
$14.8M -$725K -13,393 -5%
SC
9
Savant Capital
Illinois
$11M -$813K -15,013 -7%
Raymond James Financial
10
Raymond James Financial
Florida
$9.38M +$3.31M +61,060 +57%
LW
11
Linscomb Wealth
Texas
$9.19M -$394K -7,276 -4%
KSWA
12
Kathleen S. Wright Associates
Pennsylvania
$7.49M -$31.3K -579 -0.4%
AWA
13
Arkadios Wealth Advisors
Georgia
$7M +$6.78M +125,235 New
Wells Fargo
14
Wells Fargo
California
$6.86M -$97.5K -1,800 -1%
AWA
15
Amplius Wealth Advisors
Pennsylvania
$6.83M -$1.21M -22,266 -15%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.34M +$12.9K +238 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.18M -$27.7K -511 -0.5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.31M -$535K -9,890 -9%
WA
19
Waverly Advisors
Alabama
$4.43M -$27.1K -500 -0.6%
HBS
20
Howard Bailey Securities
Indiana
$3.91M +$475K +8,772 +14%
CANC
21
Culbertson A N & Co
Virginia
$3.49M +$379 +7 +0%
PAG
22
Private Advisor Group
New Jersey
$3.48M -$138K -2,541 -4%
DFP
23
Defined Financial Planning
California
$2.85M +$686K +12,676 +33%
AI
24
Atria Investments
North Carolina
$2.82M +$582K +10,756 +27%
Stifel Financial
25
Stifel Financial
Missouri
$2.76M +$154K +2,836 +6%
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