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WisdomTree US Multifactor Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$50M -$2.99M -75,259 -6%
PWS
2
Private Wealth Strategies
Ohio
$49.2M +$697K +17,579 +2%
GVAG
3
Great Valley Advisor Group
Delaware
$23.5M -$9.23M -232,666 -29%
TFG
4
Team Financial Group
California
$13.9M +$939K +23,663 +8%
PAG
5
Private Advisor Group
New Jersey
$5.56M +$842K +21,228 +19%
CWM
6
Cabot Wealth Management
Massachusetts
$3.58M +$61.1K +1,541 +2%
IA
7
Insight Advisors
Pennsylvania
$3.4M +$321K +8,099 +11%
Wells Fargo
8
Wells Fargo
California
$3.38M +$127K +3,210 +4%
AI
9
Atria Investments
North Carolina
$3.14M +$2.96M +74,689 New
SAM
10
Smartleaf Asset Management
Massachusetts
$2.57M +$2.42M +61,128 New
RJA
11
Raymond James & Associates
Florida
$2.52M +$56K +1,411 +2%
LPL Financial
12
LPL Financial
California
$2.35M -$220K -5,547 -9%
AF
13
Allworth Financial
California
$2.34M +$249K +6,285 +13%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.29M -$1.46M -36,820 -40%
SWP
15
Stratos Wealth Partners
Ohio
$2.09M -$1.6M -40,334 -45%
KIA
16
KLR Investment Advisors
Rhode Island
$1.46M -$486K -12,254 -26%
FEG
17
Financial Enhancement Group
Indiana
$1.32M -$1.1M -27,794 -47%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.23M -$301K -7,583 -21%
WWA
19
WCG Wealth Advisors
Nevada
$1.16M -$15.5K -390 -1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.16M +$79 +2 +0%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.06M +$16.1K +405 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.05M +$990K +24,958 New
BW
23
BIP Wealth
Georgia
$1.01M -$73.2K -1,845 -7%
Goldman Sachs
24
Goldman Sachs
New York
$947K +$244K +6,146 +38%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$901K -$52.6K -1,325 -6%