Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Us Multifactor F (USMF)
This table provides information about the institutional ownership of Wisdomtree Tr Us Multifactor F (USMF) during Q3 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR US MULTIFACTOR F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.8K+ 71.28% |
$2M - $2.09M
|
95.6K
$4.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31.5K+ 5.93% |
$1.58M - $1.65M
|
563K
$28.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.8KNew |
$1.49M - $1.56M
|
29.8K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
19KNew |
$955K - $999K
|
19K
$968K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
18K+ 4.27% |
$903K - $944K
|
440K
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17KNew |
$855K - $894K
|
17K
$866K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 1.28% |
$846K - $885K
|
1.34M
$67.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
13.2K+ 8.77% |
$661K - $691K
|
163K
$8.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.5K+ 5.79% |
$575K - $602K
|
209K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.71K+ 9.5% |
$487K - $509K
|
112K
$5.69M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.11K+ 1.78% |
$356K - $373K
|
406K
$20.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.5KNew |
$326K - $341K
|
6.5K
$330K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.3KNew |
$266K - $278K
|
5.3K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
4.01KNew |
$201K - $210K
|
4.01K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.29K+ 18.71% |
$165K - $172K
|
20.9K
$1.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.95K+ 5.54% |
$148K - $155K
|
56.2K
$2.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.91K+ 1.98% |
$95.8K - $100K
|
98.4K
$5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34K+ 1.66% |
$67.2K - $70.3K
|
82.3K
$4.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.16K+ 11.6% |
$58.2K - $60.8K
|
11.2K
$567K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.14K+ 4.05% |
$57K - $59.6K
|
29.2K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
786+ 2.13% |
$39.4K - $41.2K
|
37.7K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
668+ 6.5% |
$33.5K - $35K
|
10.9K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
300New |
$15K - $15.7K
|
300
$15.2K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
100+ 1.86% |
$5.02K - $5.25K
|
5.47K
$278K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
42New |
$2.11K - $2.2K
|
42
$2.13K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
42+ 0.3% |
$2.11K - $2.2K
|
14.1K
$714K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
27+ 0.31% |
$1.35K - $1.42K
|
8.7K
$442K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.61% |
$50.2 - $52.5
|
63
$3.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6- 6.12% |
$301 - $315
|
92
$4.67K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 0.42% |
$1K - $1.05K
|
4.79K
$243K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-65- 1.47% |
$3.26K - $3.41K
|
4.35K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-69- 0.74% |
$3.46K - $3.62K
|
9.27K
$471K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-137- 1.24% |
$6.87K - $7.19K
|
10.9K
$555K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-242- 4.03% |
$12.1K - $12.7K
|
5.76K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-266- 1.95% |
$13.3K - $14K
|
13.4K
$681K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-297- 17.07% |
$14.9K - $15.6K
|
1.44K
$73.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-319- 38.25% |
$16K - $16.7K
|
515
$26.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-352- 6.02% |
$17.7K - $18.5K
|
5.5K
$279K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-436- 5.49% |
$21.9K - $22.9K
|
7.5K
$381K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-454- 1.58% |
$22.8K - $23.8K
|
28.3K
$1.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-995- 0.62% |
$49.9K - $52.2K
|
161K
$8.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.08K- 9.32% |
$53.9K - $56.4K
|
10.5K
$532K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.11K- 6.09% |
$55.6K - $58.1K
|
17.1K
$868K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 14.39% |
$57.1K - $59.7K
|
6.78K
$344K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.1K- 4.79% |
$105K - $110K
|
41.7K
$2.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.41K- 9.06% |
$171K - $179K
|
34.3K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.63K- 4.44% |
$182K - $190K
|
78.1K
$3.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.1K- 5.66% |
$206K - $215K
|
68.2K
$3.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.24K- 13.7% |
$263K - $275K
|
33K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.15K- 35.27% |
$409K - $428K
|
15K
$760K
|
|