We are live on ! Find out more
USMF icon

WisdomTree US Multifactor Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$48.6M +$717K +18,332 +1%
PWS
2
Private Wealth Strategies
Ohio
$44.3M +$933K +23,848 +2%
GVAG
3
Great Valley Advisor Group
Delaware
$30.5M -$117K -3,001 -0.4%
TFG
4
Team Financial Group
California
$11.8M +$12M +305,890 New
Morgan Stanley
5
Morgan Stanley
New York
$10.6M +$1.42M +36,182 +15%
PAG
6
Private Advisor Group
New Jersey
$4.27M +$831K +21,257 +24%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.51M +$605K +15,473 +20%
SWP
8
Stratos Wealth Partners
Ohio
$3.46M -$96.2K -2,459 -3%
CWM
9
Cabot Wealth Management
Massachusetts
$3.21M +$3.13K +80 +0.1%
Wells Fargo
10
Wells Fargo
California
$2.96M -$444K -11,359 -13%
IA
11
Insight Advisors
Pennsylvania
$2.8M +$33.5K +857 +1%
LPL Financial
12
LPL Financial
California
$2.37M -$652K -16,665 -21%
FEG
13
Financial Enhancement Group
Indiana
$2.29M -$24K -614 -1%
RJA
14
Raymond James & Associates
Florida
$2.25M +$286K +7,307 +14%
AF
15
Allworth Financial
California
$1.9M -$284K -7,273 -13%
KIA
16
KLR Investment Advisors
Rhode Island
$1.76M -$47.4K -1,211 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.42M +$48.7K +1,244 +3%
MLA
18
My Legacy Advisors
Oregon
$1.27M +$95.9K +2,452 +8%
WWA
19
WCG Wealth Advisors
Nevada
$1.08M +$1.09M +27,995 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.06M -$78 -2 -0%
BW
21
BIP Wealth
Georgia
$994K +$40.3K +1,031 +4%
T
22
TRUADVICE
Florida
$963K +$536K +13,708 +125%
Osaic Holdings
23
Osaic Holdings
Arizona
$951K +$479K +12,234 +98%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$875K +$29.1K +745 +3%
Goldman Sachs
25
Goldman Sachs
New York
$630K +$641K +16,383 New