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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
$41.7M -$1.58M -28,222 -4%
UBS Group
2
UBS Group
Switzerland
$41M -$589K -10,542 -1%
LPL Financial
3
LPL Financial
California
$33M +$1.62M +28,914 +5%
Bank of America
4
Bank of America
North Carolina
$31.1M -$795K -14,213 -3%
Ameriprise
5
Ameriprise
Minnesota
$26.4M -$233K -4,171 -0.9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$21.5M +$602K +10,764 +3%
KFI
7
Key Financial Inc
Pennsylvania
$16.2M +$479K +8,562 +3%
SPA
8
Shore Point Advisors
New Jersey
$15M -$41.3K -739 -0.3%
SC
9
Savant Capital
Illinois
$10.4M -$842K -15,060 -8%
Raymond James Financial
10
Raymond James Financial
Florida
$9.92M +$364K +6,503 +4%
LW
11
Linscomb Wealth
Texas
$9.02M -$338K -6,041 -4%
AWA
12
Arkadios Wealth Advisors
Georgia
$9.02M +$1.85M +33,161 +26%
Wells Fargo
13
Wells Fargo
California
$8.05M +$1.04M +18,621 +15%
AWA
14
Amplius Wealth Advisors
Pennsylvania
$6.8M -$162K -2,895 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.79M -$497K -8,895 -8%
TWM
16
TopTier Wealth Management
Wisconsin
$5.41M +$5.31M +95,044 New
WA
17
Waverly Advisors
Alabama
$4.5M -$8.95K -160 -0.2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.42M -$2M -35,739 -32%
PAG
19
Private Advisor Group
New Jersey
$4.17M +$613K +10,967 +18%
MFG
20
Merit Financial Group
Georgia
$3.68M +$3.61M +64,594 New
CANC
21
Culbertson A N & Co
Virginia
$3.52M -$36.3K -650 -1%
IA
22
Insight Advisors
Pennsylvania
$3.09M +$780K +13,951 +35%
NC
23
NewSquare Capital
Pennsylvania
$3.06M +$272K +4,873 +10%
Mariner
24
Mariner
Kansas
$2.91M +$2.56M +45,786 +847%
Stifel Financial
25
Stifel Financial
Missouri
$2.8M -$10.6K -190 -0.4%
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