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 76 institutions that hold shares in the stock, with a total of 7.77 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,336,688
shares
|
$67.9 Million
0.08% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,191,758
shares
|
$60.5 Million
11.04% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
765,052
shares
|
$38.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
562,690
shares
|
$28.6 Million
0.66% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
439,745
shares
|
$22.3 Million
2.03% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
405,537
shares
|
$20.6 Million
9.82% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
360,613
shares
|
$18.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
305,667
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
246,450
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
209,400
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
163,353
shares
|
$8.3 Million
5.24% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
160,572
shares
|
$8.16 Million
6.89% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
111,938
shares
|
$5.69 Million
0.01% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,121
shares
|
$5.34 Million
0.03% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
98,416
shares
|
$5 Million
0.0% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
95,601
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2025
Added 71.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
82,601
shares
|
$4.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 25.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
82,306
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
80,252
shares
|
$4.08 Million
3.46% of portfolio
|
Q3 2025
Reduced 23.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
78,093
shares
|
$3.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
69,846
shares
|
$3.55 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
68,244
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
56,210
shares
|
$2.86 Million
0.45% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
41,660
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
37,656
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2025
Added 2.13%
|
|