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
$60.9M +$5.26M +119,085 +10%
PWS
2
Private Wealth Strategies
Ohio
$54.5M +$40.8K +924 +0.1%
GVAG
3
Great Valley Advisor Group
Delaware
$23.6M -$2.34M -53,037 -9%
TFG
4
Team Financial Group
California
$16M +$637K +14,445 +4%
PAG
5
Private Advisor Group
New Jersey
$5.12M -$976K -22,108 -17%
IA
6
Insight Advisors
Pennsylvania
$4.92M +$1.1M +24,929 +31%
CWM
7
Cabot Wealth Management
Massachusetts
$4.21M +$241K +5,469 +6%
Wells Fargo
8
Wells Fargo
California
$3.83M +$84.4K +1,912 +2%
Morgan Stanley
9
Morgan Stanley
New York
$3.8M +$3.07M +69,484 +573%
AI
10
Atria Investments
North Carolina
$3.58M +$96.3K +2,183 +3%
RJA
11
Raymond James & Associates
Florida
$3.51M +$682K +15,461 +26%
SAM
12
Smartleaf Asset Management
Massachusetts
$3.32M +$465K +10,545 +17%
LPL Financial
13
LPL Financial
California
$3.25M +$612K +13,862 +25%
AF
14
Allworth Financial
California
$2.34M -$239K -5,408 -10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.11M -$401K -9,081 -17%
SWP
16
Stratos Wealth Partners
Ohio
$2.11M -$191K -4,324 -9%
WWA
17
WCG Wealth Advisors
Nevada
$1.44M +$143K +3,230 +12%
KIA
18
KLR Investment Advisors
Rhode Island
$1.37M -$168K -3,804 -11%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.32M -$37K -838 -3%
FEG
20
Financial Enhancement Group
Indiana
$1.27M -$118K -2,677 -9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.23M -$47.4K -1,075 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.2M +$27.7K +628 +2%
NS
23
NBC Securities
Alabama
$1.11M +$408K +9,248 +75%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$1M +$4.33K +98 +0.5%
RA
25
RFG Advisory
Alabama
$907K +$94.5K +2,142 +12%