We are live on ! Find out more
USMF icon

WisdomTree US Multifactor Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$1.6M +$985K +19,229 +161%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.53M -$1.97M -38,489 -56%
KPWS
28
Kestra Private Wealth Services
Texas
$1.52M +$17.7K +345 +1%
WWA
29
WCG Wealth Advisors
Nevada
$1.4M -$47K -917 -3%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.39M +$316K +6,173 +30%
UAG
31
United Advisor Group
Ohio
$1.38M +$405K +7,902 +41%
WF
32
WealthPoint Financial
North Carolina
$964K +$964K +18,810 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$934K +$934K +18,228 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$802K -$4.93M -96,295 -86%
AWM
35
Axxcess Wealth Management
California
$783K
BFA
36
Beacon Financial Advisory
Ohio
$780K -$96.7K -1,888 -11%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$737K -$954K -18,613 -56%
MWM
38
Modern Wealth Management
Kansas
$722K +$1.79K +35 +0.2%
IWM
39
IHT Wealth Management
Illinois
$710K +$23.2K +452 +3%
SF
40
Summit Financial
New Jersey
$636K -$238K -4,635 -27%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$612K +$51.3K +1,001 +9%
P
42
&Partners
Tennessee
$552K +$552K +10,774 New
AWA
43
Arkadios Wealth Advisors
Georgia
$538K -$22.3K -435 -4%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$479K -$62.4K -1,218 -12%
QP
45
Quartz Partners
New York
$476K +$820 +16 +0.2%
TWM
46
TopTier Wealth Management
Wisconsin
$465K +$465K +9,080 New
KAS
47
Kestra Advisory Services
Texas
$388K -$184K -3,582 -32%
CF
48
Centaurus Financial
California
$336K -$110K -2,145 -25%
WEG
49
World Equity Group
Illinois
$301K +$20.5K +400 +7%
MA
50
Mutual Advisors
Nebraska
$276K -$6.1K -119 -2%