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WisdomTree US Multifactor Fund
USMF

Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$48.3M +$315K +8,409 +0.7%
PWS
2
Private Wealth Strategies
Ohio
$43.7M +$1.09M +29,233 +3%
GVAG
3
Great Valley Advisor Group
Delaware
$30.8M +$771K +20,587 +3%
Morgan Stanley
4
Morgan Stanley
New York
$9.28M -$3.09M -82,633 -26%
SWP
5
Stratos Wealth Partners
Ohio
$3.59M -$992K -26,505 -22%
PAG
6
Private Advisor Group
New Jersey
$3.54M +$319K +8,514 +10%
Wells Fargo
7
Wells Fargo
California
$3.43M -$4.57M -122,218 -58%
CWM
8
Cabot Wealth Management
Massachusetts
$3.23M +$52.8K +1,410 +2%
LPL Financial
9
LPL Financial
California
$3.03M +$178K +4,743 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.94M +$118K +3,155 +4%
IA
11
Insight Advisors
Pennsylvania
$2.79M +$717K +19,146 +36%
FEG
12
Financial Enhancement Group
Indiana
$2.35M -$72.1K -1,926 -3%
AF
13
Allworth Financial
California
$2.19M -$197K -5,270 -9%
RJA
14
Raymond James & Associates
Florida
$1.98M +$1.91M +51,163 New
KIA
15
KLR Investment Advisors
Rhode Island
$1.86M +$43.3K +1,157 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.38M +$48.2K +1,288 +4%
MLA
17
My Legacy Advisors
Oregon
$1.21M +$100K +2,679 +10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.07M -$66.2K -1,770 -6%
VWA
19
V Wealth Advisors
Kansas
$966K +$36.2K +966 +4%
BW
20
BIP Wealth
Georgia
$962K +$453K +12,107 +95%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$853K -$9.51K -254 -1%
AWM
22
Axxcess Wealth Management
California
$592K – – –
RA
23
RFG Advisory
Alabama
$562K -$39K -1,042 -7%
Osaic Holdings
24
Osaic Holdings
Arizona
$484K -$310K -8,271 -40%
T
25
TRUADVICE
Florida
$430K -$39K -1,041 -9%
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