Institutional Ownership Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 8.57 Million shares, which have been reported (via 13F filing form) to have a value of $403 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,337,374
shares
|
$110 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,288,412
shares
|
$60.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,191,758
shares
|
$56.2 Million
11.04% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
458,373
shares
|
$21.6 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
375,774
shares
|
$17.7 Million
10.76% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
343,024
shares
|
$16.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
305,667
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
245,663
shares
|
$11.6 Million
0.01% of portfolio
|
Q4 2024
Added 119.98%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
199,906
shares
|
$9.42 Million
6.86% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
140,589
shares
|
$6.62 Million
6.93% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
131,466
shares
|
$6.19 Million
0.0% of portfolio
|
Q4 2024
Added 47.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
120,183
shares
|
$5.66 Million
0.01% of portfolio
|
Q4 2024
Added 942.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
115,467
shares
|
$5.44 Million
0.03% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,121
shares
|
$4.95 Million
0.03% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
95,536
shares
|
$4.5 Million
1.31% of portfolio
|
Q1 2025
Reduced 34.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
86,654
shares
|
$4.08 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
85,689
shares
|
$4.04 Million
4.33% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
82,530
shares
|
$3.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
74,177
shares
|
$3.5 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
54,871
shares
|
$2.59 Million
0.46% of portfolio
|
Q1 2025
Added 35.49%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,809
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 358.17%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
44,356
shares
|
$2.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
40,695
shares
|
$1.92 Million
0.03% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
38,176
shares
|
$1.8 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
36,502
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
New holding
|