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WisdomTree US Multifactor Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$1.53M +$58.4K +1,137 +4%
WWA
27
WCG Wealth Advisors
Nevada
$1.48M -$23.3K -454 -2%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.09M +$94.2K +1,833 +10%
UAG
29
United Advisor Group
Ohio
$996K +$979K +19,046 New
BFA
30
Beacon Financial Advisory
Ohio
$894K -$56.9K -1,108 -6%
SF
31
Summit Financial
New Jersey
$891K +$876K +17,038 New
AWM
32
Axxcess Wealth Management
California
$798K
Citadel Advisors
33
Citadel Advisors
Florida
$782K -$419K -8,154 -35%
MWM
34
Modern Wealth Management
Kansas
$735K +$2.16K +42 +0.3%
IWM
35
IHT Wealth Management
Illinois
$700K -$13.7K -266 -2%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$623K -$962K -18,708 -61%
KAS
37
Kestra Advisory Services
Texas
$583K +$59.6K +1,160 +12%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$572K +$34.3K +668 +7%
AWA
39
Arkadios Wealth Advisors
Georgia
$571K -$7.04K -137 -1%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$542K -$55.3K -1,075 -9%
QP
41
Quartz Partners
New York
$485K -$3.55K -69 -0.7%
CF
42
Centaurus Financial
California
$455K +$1.39K +27 +0.3%
OP
43
ORG Partners
Indiana
$387K -$22.4K -436 -5%
BW
44
BIP Wealth
Georgia
$354K -$58.5K -1,139 -14%
OMC
45
Old Mission Capital
Illinois
$340K +$334K +6,501 New
CA
46
CoreCap Advisors
Michigan
$301K -$12.4K -242 -4%
WEG
47
World Equity Group
Illinois
$286K +$5.14K +100 +2%
MA
48
Mutual Advisors
Nebraska
$283K -$18.1K -352 -6%
SIA
49
Soltis Investment Advisors
Utah
$277K +$272K +5,295 New
NS
50
NBC Securities
Alabama
$251K -$1.03K -20 -0.4%