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WisdomTree US Multifactor Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$63.1M +$154K +3,265 +0.3%
GVAG
2
Great Valley Advisor Group
Delaware
$22.7M +$91.9K +1,951 +0.4%
TFG
3
Team Financial Group
California
$18M +$385K +8,174 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.9M +$3.51M +74,650 +32%
IA
5
Insight Advisors
Pennsylvania
$6.67M +$493K +10,462 +8%
PAG
6
Private Advisor Group
New Jersey
$5.54M +$11.3K +239 +0.2%
LPL Financial
7
LPL Financial
California
$5.46M +$759K +16,124 +17%
SA
8
Sanctuary Advisors
Indiana
$5.43M +$428K +9,084 +10%
AI
9
Atria Investments
North Carolina
$4.38M +$522K +11,078 +14%
Wells Fargo
10
Wells Fargo
California
$4.35M +$204K +4,333 +5%
Morgan Stanley
11
Morgan Stanley
New York
$4.1M +$135K +2,870 +4%
WWM
12
Western Wealth Management
Colorado
$4.02M +$3.88M +82,351 New
SAM
13
Smartleaf Asset Management
Massachusetts
$3.66M +$20.2K +430 +0.6%
AF
14
Allworth Financial
California
$2.27M -$46.3K -983 -2%
FEG
15
Financial Enhancement Group
Indiana
$2.26M +$1.63M +34,673 +129%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.12M -$18.2K -387 -0.9%
SWP
17
Stratos Wealth Partners
Ohio
$1.97M -$101K -2,135 -5%
WWA
18
WCG Wealth Advisors
Nevada
$1.58M -$55.4K -1,176 -4%
RJA
19
Raymond James & Associates
Florida
$1.58M -$1.59M -33,803 -51%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.53M +$167K +3,539 +13%
BWP
21
Baldwin Wealth Partners
Massachusetts
$1.31M +$1.27M +26,877 New
KPWS
22
Kestra Private Wealth Services
Texas
$1.3M +$1.26M +26,673 New
NS
23
NBC Securities
Alabama
$1.26M +$52.4K +1,112 +5%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.07M -$169K -3,580 -14%
RA
25
RFG Advisory
Alabama
$1.07M +$24.4K +518 +2%