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WisdomTree US Multifactor Fund
USMF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$37.8M +$36.8M +1,182,205 New
SFSG
2
Stearns Financial Services Group
North Carolina
$32.6M +$2.26M +72,720 +8%
FEG
3
Financial Enhancement Group
Indiana
$11.2M +$3.76M +120,688 +52%
RW
4
RVW Wealth
California
$10.3M +$919K +29,521 +10%
BFG
5
Beacon Financial Group
Texas
$2.76M -$340K -10,928 -11%
PFGIA
6
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M +$471K +15,124 +36%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.47M -$299K -9,593 -17%
WFWM
8
Wechter Feldman Wealth Management
New Jersey
$1.32M -$260K -8,365 -17%
Truist Financial
9
Truist Financial
North Carolina
$1.27M +$1.24M +39,728 New
MA
10
Mutual Advisors
Nebraska
$1.12M +$251K +8,051 +30%
SFM
11
Signet Financial Management
New Jersey
$1.01M +$9.77K +314 +1%
RA
12
RFG Advisory
Alabama
$971K +$129K +4,142 +16%
Goldman Sachs
13
Goldman Sachs
New York
$796K +$3.11K +100 +0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$727K -$140K -4,494 -16%
AWM
15
AE Wealth Management
Kansas
$608K +$108K +3,481 +22%
SS
16
Simplicity Solutions
Minnesota
$608K +$108K +3,481 +22%
LFPWM
17
Leicht Financial Planning & Wealth Management
New Jersey
$595K +$580K +18,626 New
IAA
18
Independent Advisor Alliance
North Carolina
$443K +$432K +13,868 New
Bank of America
19
Bank of America
North Carolina
$378K +$78.2K +2,514 +27%
SC
20
Slow Capital
California
$305K +$10.9K +350 +4%
SS
21
Sunbelt Securities
Texas
$297K -$2.21K -71 -0.8%
UBS Group
22
UBS Group
Switzerland
$278K -$117K -3,767 -30%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$255K – – –
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$241K +$235K +7,552 New
CWM
25
Cabot Wealth Management
Massachusetts
$236K +$230K +7,395 New
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