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WisdomTree US Multifactor Fund
USMF

Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$46.4M +$3.23M +86,172 +8%
PWS
2
Private Wealth Strategies
Ohio
$41.2M +$1.06M +28,244 +3%
GVAG
3
Great Valley Advisor Group
Delaware
$30.1M -$2.11M -56,246 -7%
Wells Fargo
4
Wells Fargo
California
$7.83M +$7.01M +187,043 +877%
SWP
5
Stratos Wealth Partners
Ohio
$4.43M +$4.42M +117,828 New
LPL Financial
6
LPL Financial
California
$3.37M +$2.21M +58,883 +192%
Goldman Sachs
7
Goldman Sachs
New York
$3.18M -$1.66M -44,265 -34%
Morgan Stanley
8
Morgan Stanley
New York
$2.84M +$772K +20,603 +38%
CWM
9
Cabot Wealth Management
Massachusetts
$2.77M +$79K +2,108 +3%
AF
10
Allworth Financial
California
$2.75M +$2.74M +72,986 +39,883%
FEG
11
Financial Enhancement Group
Indiana
$2.51M -$17.8K -474 -0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.47M +$298K +7,952 +14%
PAG
13
Private Advisor Group
New Jersey
$1.92M +$62.8K +1,676 +3%
IA
14
Insight Advisors
Pennsylvania
$1.78M -$857K -22,869 -32%
KIA
15
KLR Investment Advisors
Rhode Island
$1.68M +$1.68M +44,691 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.1M -$3.02M -80,576 -73%
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$1.1M +$421K +11,224 +62%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.09M +$1.08M +28,906 New
MLA
19
My Legacy Advisors
Oregon
$1.04M -$64.7K -1,727 -6%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$873K +$92K +2,454 +12%
Citadel Advisors
21
Citadel Advisors
Florida
$838K +$549K +14,644 +192%
Osaic Holdings
22
Osaic Holdings
Arizona
$712K +$144K +3,830 +25%
RA
23
RFG Advisory
Alabama
$621K -$96.9K -2,584 -14%
AWM
24
Axxcess Wealth Management
California
$574K – – –
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$554K – – –
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