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 70 institutions that hold shares in the stock, with a total of 8.75 Million shares, which have been reported (via 13F filing form) to have a value of $452 Million.
| 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
|
$121 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,288,412
shares
|
$66.5 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
|
$61.5 Million
11.04% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
464,309
shares
|
$24 Million
0.59% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
379,142
shares
|
$19.6 Million
10.8% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
343,024
shares
|
$17.7 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
|
$15.8 Million
0.02% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
276,149
shares
|
$14.3 Million
8.45% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
245,663
shares
|
$12.7 Million
0.01% of portfolio
|
Q4 2024
Added 119.98%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
156,323
shares
|
$8.07 Million
8.51% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
145,596
shares
|
$7.52 Million
1.9% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
131,466
shares
|
$6.79 Million
0.0% of portfolio
|
Q4 2024
Added 47.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
120,183
shares
|
$6.21 Million
0.01% of portfolio
|
Q4 2024
Added 942.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
115,467
shares
|
$5.96 Million
0.03% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,121
shares
|
$5.43 Million
0.03% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
86,654
shares
|
$4.47 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
82,567
shares
|
$4.26 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
82,530
shares
|
$4.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
82,351
shares
|
$4.25 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
74,177
shares
|
$3.83 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,809
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Added 358.17%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
44,356
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
40,695
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
40,497
shares
|
$2.09 Million
0.36% of portfolio
|
Q4 2024
Reduced 34.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
36,502
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|