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 77 institutions that hold shares in the stock, with a total of 8.04 Million shares, which have been reported (via 13F filing form) to have a value of $406 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
|
$66.2 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
|
$60.1 Million
11.04% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
825,202
shares
|
$41.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 64.7%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
490,480
shares
|
$24.8 Million
0.59% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
421,751
shares
|
$21.3 Million
2.08% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
419,864
shares
|
$21.2 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 Million
0.01% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
398,432
shares
|
$20.1 Million
10.04% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
305,667
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
229,503
shares
|
$11.6 Million
2.42% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
189,215
shares
|
$9.55 Million
0.0% of portfolio
|
Q1 2025
Added 43.93%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
161,567
shares
|
$8.15 Million
7.43% of portfolio
|
Q2 2025
Added 14.92%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
150,176
shares
|
$7.58 Million
5.59% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
110,206
shares
|
$5.56 Million
0.07% of portfolio
|
Q2 2025
Added 23.58%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
108,945
shares
|
$5.5 Million
2.07% of portfolio
|
Q2 2025
Reduced 39.5%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
105,302
shares
|
$5.31 Million
4.69% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,121
shares
|
$5.31 Million
0.03% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
102,226
shares
|
$5.16 Million
0.01% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
85,053
shares
|
$4.29 Million
0.0% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
64,192
shares
|
$3.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
55,815
shares
|
$2.82 Million
0.01% of portfolio
|
Q2 2025
Added 19.12%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
53,257
shares
|
$2.69 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
43,755
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
38,224
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
37,681
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|