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WisdomTree US Multifactor Fund
USMF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
1
Stearns Financial Services Group
North Carolina
$24.5M +$3.17M +107,371 +15%
RW
2
RVW Wealth
California
$8.86M +$932K +31,547 +12%
FEG
3
Financial Enhancement Group
Indiana
$4.58M +$261K +8,845 +6%
BFG
4
Beacon Financial Group
Texas
$2.95M +$262K +8,877 +10%
BTS
5
BB&T Securities
Virginia
$2.52M – – –
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.14M +$75.3K +2,550 +4%
WFWM
7
Wechter Feldman Wealth Management
New Jersey
$1.28M +$49.1K +1,663 +4%
PFGIA
8
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M +$181K +6,130 +18%
AW
9
ACG Wealth
Georgia
$1.15M -$50.2K -1,701 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$978K -$369K -12,485 -28%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$860K +$23.2K +785 +3%
SFM
12
Signet Financial Management
New Jersey
$859K -$117K -3,972 -12%
RA
13
RFG Advisory
Alabama
$763K +$110K +3,739 +17%
Goldman Sachs
14
Goldman Sachs
New York
$746K – – –
MA
15
Mutual Advisors
Nebraska
$647K +$374K +12,657 +143%
Jane Street
16
Jane Street
New York
$484K -$538K -18,209 -53%
Bank of America
17
Bank of America
North Carolina
$470K -$23.8M -804,996 -98%
PGAM
18
Princeton Global Asset Management
New Jersey
$458K +$150K +5,067 +50%
UBS Group
19
UBS Group
Switzerland
$448K +$27.3K +924 +7%
AWM
20
AE Wealth Management
Kansas
$370K +$364K +12,309 New
SS
21
Simplicity Solutions
Minnesota
$370K +$364K +12,309 New
SC
22
Slow Capital
California
$322K +$3.19K +108 +1%
TWA
23
Tillar-Wenstrup Advisors
Ohio
$274K +$7.03K +238 +3%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$248K +$243K +8,236 New
Stifel Financial
25
Stifel Financial
Missouri
$209K -$27K -913 -12%
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