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 73 institutions that hold shares in the stock, with a total of 7.83 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,311,921
shares
|
$66.5 Million
0.09% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,191,758
shares
|
$60.4 Million
11.04% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
825,202
shares
|
$41.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 64.7%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
490,480
shares
|
$24.9 Million
0.59% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
419,864
shares
|
$21.3 Million
0.01% of portfolio
|
Q1 2025
Added 70.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
416,931
shares
|
$21.1 Million
0.01% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
384,294
shares
|
$19.5 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
375,774
shares
|
$19 Million
10.76% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
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%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
199,906
shares
|
$10.1 Million
6.86% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
189,215
shares
|
$9.59 Million
0.0% of portfolio
|
Q1 2025
Added 43.93%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
180,073
shares
|
$9.13 Million
3.64% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
140,589
shares
|
$7.13 Million
6.93% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,121
shares
|
$5.33 Million
0.03% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
95,536
shares
|
$4.84 Million
1.31% of portfolio
|
Q1 2025
Reduced 34.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
89,175
shares
|
$4.52 Million
0.06% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
88,093
shares
|
$4.47 Million
0.01% of portfolio
|
Q1 2025
Added 96.6%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
85,689
shares
|
$4.34 Million
4.33% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
85,053
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
64,192
shares
|
$3.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.73%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
54,871
shares
|
$2.78 Million
0.46% of portfolio
|
Q1 2025
Added 35.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
46,855
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 61.01%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
44,731
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
42,508
shares
|
$2.15 Million
0.05% of portfolio
|
Q1 2025
Added 646.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
37,987
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.65%
|