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icono de USMF

WisdomTree US Multifactor Fund
USMF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HighTower Advisors
1
HighTower Advisors
Illinois
USD 41.1 M -USD 261 k -6,711 -0.6%
PWS
2
Private Wealth Strategies
Ohio
USD 38.2 M -USD 1.63 M -41,982 -4%
Great Valley Advisor Group
3
Great Valley Advisor Group
Delaware
USD 28.3 M +USD 5.74 M +147,776 +23%
Goldman Sachs
4
Goldman Sachs
New York
USD 4.54 M -USD 3.63 M -93,544 -43%
Raymond James Financial Services Advisors
5
Raymond James Financial Services Advisors
Florida
USD 4.02 M -USD 45.2 k -1,164 -1%
Insight Advisors
6
Insight Advisors
Pennsylvania
USD 2.62 M +USD 198 k +5,093 +8%
Cabot Wealth Management
7
Cabot Wealth Management
Massachusetts
USD 2.48 M +USD 106 k +2,742 +4%
Financial Enhancement Group
8
Financial Enhancement Group
Indiana
USD 2.21 M +USD 179 k +4,611 +8%
Morgan Stanley
9
Morgan Stanley
New York
USD 1.87 M +USD 667 k +17,184 +50%
AE Wealth Management
10
AE Wealth Management
Kansas
USD 1.84 M -USD 293 k -7,533 -13%
Private Advisor Group
11
Private Advisor Group
New Jersey
USD 1.74 M +USD 32.3 k +831 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
USD 1.27 M +USD 1.1 M +28,448 +436%
LPL Financial
13
LPL Financial
California
USD 1.13 M +USD 384 k +9,878 +46%
KerberRose Wealth Management
14
KerberRose Wealth Management
Wisconsin
USD 1.12 M +USD 1.2 M +30,972 Nuevas
55I LLC
15
55I LLC
Massachusetts
USD 871 k +USD 504 k +12,988 +118%
My Legacy Advisors
16
My Legacy Advisors
Oregon
USD 842 k +USD 533 k +13,725 +148%
Patriot Financial Group Insurance Agency
17
Patriot Financial Group Insurance Agency
Massachusetts
USD 765 k -USD 1.82 k -47 -0.2%
RFG Advisory
18
RFG Advisory
Alabama
USD 704 k -USD 29.4 k -756 -4%
Wells Fargo
19
Wells Fargo
California
USD 675 k +USD 382 k +9,846 +112%
Axxcess Wealth Management
20
Axxcess Wealth Management
California
USD 554 k – – –
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
USD 534 k – – –
Osaic Holdings
22
Osaic Holdings
Arizona
USD 512 k +USD 30.3 k +779 +6%
T
23
TRUADVICE
Florida
USD 486 k -USD 10.2 k -262 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 430 k +USD 69.9 k +1,801 +18%
CoreCap Advisors
25
CoreCap Advisors
Michigan
USD 384 k -USD 108 k -2,785 -21%
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