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WisdomTree US Multifactor Fund
USMF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$33.7M -$1.48M -52,848 -4%
SFSG
2
Stearns Financial Services Group
North Carolina
$25.4M -$612K -21,841 -3%
Goldman Sachs
3
Goldman Sachs
New York
$7.18M +$2.25M +80,407 +50%
FEG
4
Financial Enhancement Group
Indiana
$2.73M -$3.64M -130,069 -59%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.61M +$1.1M +39,397 +272%
PFGIA
6
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M -$200K -7,143 -16%
Citadel Advisors
7
Citadel Advisors
Florida
$1.05M -$189K -6,749 -16%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.02M -$2.26M -80,594 -70%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$934K -$886K -31,648 -50%
CWM
10
Cabot Wealth Management
Massachusetts
$831K +$464K +16,553 +146%
SFM
11
Signet Financial Management
New Jersey
$830K -$87.9K -3,139 -11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$692K -$69.2K -2,471 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$656K +$89.3K +3,190 +17%
AWM
14
AE Wealth Management
Kansas
$579K +$3.84K +137 +0.7%
SS
15
Simplicity Solutions
Minnesota
$478K -$91K -3,249 -17%
RA
16
RFG Advisory
Alabama
$444K +$37.6K +1,344 +10%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$440K – – –
LPL Financial
18
LPL Financial
California
$383K +$51K +1,821 +17%
TRCT
19
Tower Research Capital (TRC)
New York
$260K -$957K -34,159 -80%
Bank of America
20
Bank of America
North Carolina
$218K -$72.9K -2,602 -26%
IWS
21
Insight Wealth Strategies
California
$211K +$198K +7,058 New
UBS Group
22
UBS Group
Switzerland
$172K -$49.8K -1,778 -24%
Morgan Stanley
23
Morgan Stanley
New York
$163K +$153K +5,479 New
CAL
24
Capital Advisors Ltd
Ohio
$93K – – –
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$75K -$14K -500 -17%
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