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WisdomTree US Multifactor Fund
USMF

Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$39.2M +$492K +13,160 +1%
PWS
2
Private Wealth Strategies
Ohio
$36.5M +$561K +15,013 +1%
GVAG
3
Great Valley Advisor Group
Delaware
$29.3M +$2.82M +75,319 +10%
Goldman Sachs
4
Goldman Sachs
New York
$4.4M +$129K +3,448 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.75M -$35.8K -957 -0.9%
CWM
6
Cabot Wealth Management
Massachusetts
$2.44M +$120K +3,207 +5%
IA
7
Insight Advisors
Pennsylvania
$2.41M +$63.4K +1,695 +2%
FEG
8
Financial Enhancement Group
Indiana
$2.21M +$145K +3,885 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.97M +$1.71M +45,857 +386%
Morgan Stanley
10
Morgan Stanley
New York
$1.87M +$126K +3,360 +7%
AWM
11
AE Wealth Management
Kansas
$1.81M +$87.8K +2,349 +5%
PAG
12
Private Advisor Group
New Jersey
$1.75M +$123K +3,283 +7%
5L
13
55I LLC
Massachusetts
$1.07M +$273K +7,291 +30%
LPL Financial
14
LPL Financial
California
$1.05M -$16.7K -448 -1%
MLA
15
My Legacy Advisors
Oregon
$989K +$197K +5,280 +23%
RW
16
RVW Wealth
California
$946K +$1.03M +27,686 New
Wells Fargo
17
Wells Fargo
California
$728K +$102K +2,721 +15%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$709K -$13.1K -350 -2%
RA
19
RFG Advisory
Alabama
$692K -$3.21K -86 -0.5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$625K -$623K -16,676 -48%
ZIMP
21
Zimmermann Investment Management & Planning
Pennsylvania
$617K +$675K +18,066 New
AWM
22
Axxcess Wealth Management
California
$522K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$515K +$35.1K +939 +7%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$504K – – –
T
25
TRUADVICE
Florida
$461K -$24.4K -654 -5%
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