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WisdomTree US Multifactor Fund
USMF

Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$41.1M -$261K -6,711 -0.6%
PWS
2
Private Wealth Strategies
Ohio
$38.2M -$1.63M -41,982 -4%
GVAG
3
Great Valley Advisor Group
Delaware
$28.3M +$5.74M +147,776 +23%
Goldman Sachs
4
Goldman Sachs
New York
$4.54M -$3.63M -93,544 -43%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.02M -$45.2K -1,164 -1%
IA
6
Insight Advisors
Pennsylvania
$2.62M +$198K +5,093 +8%
CWM
7
Cabot Wealth Management
Massachusetts
$2.48M +$106K +2,742 +4%
FEG
8
Financial Enhancement Group
Indiana
$2.21M +$179K +4,611 +8%
Morgan Stanley
9
Morgan Stanley
New York
$1.87M +$667K +17,184 +50%
AWM
10
AE Wealth Management
Kansas
$1.84M -$293K -7,533 -13%
PAG
11
Private Advisor Group
New Jersey
$1.74M +$32.3K +831 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.27M +$1.1M +28,448 +436%
LPL Financial
13
LPL Financial
California
$1.13M +$384K +9,878 +46%
KWM
14
KerberRose Wealth Management
Wisconsin
$1.12M +$1.2M +30,972 New
5L
15
55I LLC
Massachusetts
$871K +$504K +12,988 +118%
MLA
16
My Legacy Advisors
Oregon
$842K +$533K +13,725 +148%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$765K -$1.82K -47 -0.2%
RA
18
RFG Advisory
Alabama
$704K -$29.4K -756 -4%
Wells Fargo
19
Wells Fargo
California
$675K +$382K +9,846 +112%
AWM
20
Axxcess Wealth Management
California
$554K – – –
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$534K – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$512K +$30.3K +779 +6%
T
23
TRUADVICE
Florida
$486K -$10.2K -262 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$430K +$69.9K +1,801 +18%
CA
25
CoreCap Advisors
Michigan
$384K -$108K -2,785 -21%
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