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WisdomTree US Multifactor Fund
USMF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$39M +$3.64M +116,106 +10%
SFSG
2
Stearns Financial Services Group
North Carolina
$26.7M +$11.3K +362 +0%
Goldman Sachs
3
Goldman Sachs
New York
$7.67M +$139K +4,427 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.16M +$1.47M +47,037 +87%
FEG
5
Financial Enhancement Group
Indiana
$2.75M -$119K -3,785 -4%
IA
6
IFP Advisors
Florida
$1.84M +$1.85M +58,954 +133,986%
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M +$2K +64 +0.2%
T
8
TRUADVICE
Florida
$1.14M +$1.1M +35,258 New
CWM
9
Cabot Wealth Management
Massachusetts
$1.12M +$247K +7,897 +28%
SFM
10
Signet Financial Management
New Jersey
$787K -$53.1K -1,695 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$721K +$33.2K +1,060 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$617K -$108K -3,453 -15%
RA
13
RFG Advisory
Alabama
$487K +$20.6K +657 +4%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$462K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$456K +$184K +5,869 +67%
LPL Financial
16
LPL Financial
California
$413K +$11.1K +355 +3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$343K -$729K -23,275 -68%
IWS
18
Insight Wealth Strategies
California
$221K +$501 +16 +0.2%
Bank of America
19
Bank of America
North Carolina
$186K -$42.8K -1,367 -19%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$125K -$856K -27,337 -87%
Morgan Stanley
21
Morgan Stanley
New York
$106K -$65.6K -2,094 -38%
CAL
22
Capital Advisors Ltd
Ohio
$98K – – –
UBS Group
23
UBS Group
Switzerland
$93K -$87.6K -2,798 -48%
CFA
24
Carroll Financial Associates
North Carolina
$46K – – –
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$43K – – –
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