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WisdomTree US Multifactor Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$46.5M +$164K +4,310 +0.3%
PWS
2
Private Wealth Strategies
Ohio
$41.3M +$69.2K +1,821 +0.2%
GVAG
3
Great Valley Advisor Group
Delaware
$29.1M -$965K -25,381 -3%
Morgan Stanley
4
Morgan Stanley
New York
$12.1M +$9.37M +246,453 +327%
Wells Fargo
5
Wells Fargo
California
$7.91M +$86.6K +2,277 +1%
SWP
6
Stratos Wealth Partners
Ohio
$4.47M +$43.7K +1,150 +1%
CWM
7
Cabot Wealth Management
Massachusetts
$3.08M +$316K +8,302 +11%
PAG
8
Private Advisor Group
New Jersey
$3.05M +$1.07M +28,196 +53%
LPL Financial
9
LPL Financial
California
$2.76M -$614K -16,149 -18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.73M +$266K +6,998 +11%
AF
11
Allworth Financial
California
$2.32M -$430K -11,302 -15%
FEG
12
Financial Enhancement Group
Indiana
$2.26M -$106K -2,801 -4%
IA
13
Insight Advisors
Pennsylvania
$1.98M +$198K +5,204 +11%
KIA
14
KLR Investment Advisors
Rhode Island
$1.76M +$84.9K +2,233 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.29M +$204K +5,358 +19%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.1M +$760 +20 +0.1%
MLA
17
My Legacy Advisors
Oregon
$1.06M +$60.6K +1,593 +6%
VWA
18
V Wealth Advisors
Kansas
$899K +$910K +23,941 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$836K -$36.2K -953 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$780K +$70.1K +1,845 +10%
RA
21
RFG Advisory
Alabama
$583K -$9.73K -256 -2%
AWM
22
Axxcess Wealth Management
California
$573K
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$543K +$550K +14,464 New
ZIMP
24
Zimmermann Investment Management & Planning
Pennsylvania
$525K -$582K -15,297 -52%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$491K -$64K -1,683 -11%