We are live on ! Find out more
USMF icon

WisdomTree US Multifactor Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$46.7M +$6.26M +154,836 +16%
PWS
2
Private Wealth Strategies
Ohio
$44.9M -$797K -19,702 -2%
GVAG
3
Great Valley Advisor Group
Delaware
$26M +$25.6M +633,483 New
Goldman Sachs
4
Goldman Sachs
New York
$8.97M +$755K +18,675 +9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.59M -$144K -3,565 -3%
CWM
6
Cabot Wealth Management
Massachusetts
$2.69M +$113K +2,789 +4%
IA
7
Insight Advisors
Pennsylvania
$2.61M +$319K +7,887 +14%
AWM
8
AE Wealth Management
Kansas
$2.39M +$2.35M +58,228 New
FEG
9
Financial Enhancement Group
Indiana
$2.3M +$222K +5,500 +11%
PAG
10
Private Advisor Group
New Jersey
$1.93M +$134K +3,308 +8%
Morgan Stanley
11
Morgan Stanley
New York
$1.41M +$557K +13,785 +67%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.08M -$27.7K -684 -3%
LPL Financial
13
LPL Financial
California
$872K +$76.3K +1,887 +10%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$867K +$22.9K +565 +3%
RA
15
RFG Advisory
Alabama
$787K -$4.53K -112 -0.6%
AWM
16
Axxcess Wealth Management
California
$626K -$20.8K -515 -3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$604K
Osaic Holdings
18
Osaic Holdings
Arizona
$548K -$40.7K -1,007 -7%
CA
19
CoreCap Advisors
Michigan
$548K -$7.56K -187 -1%
T
20
TRUADVICE
Florida
$507K -$28.6K -708 -5%
5L
21
55I LLC
Massachusetts
$452K +$446K +11,039 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$412K +$20.5K +508 +5%
TRCT
23
Tower Research Capital (TRC)
New York
$406K +$137K +3,388 +52%
SFM
24
Signet Financial Management
New Jersey
$386K -$102K -2,512 -21%
MLA
25
My Legacy Advisors
Oregon
$380K +$375K +9,274 New