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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
34,268
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
32,989
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,365
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,318
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2022
Added 30.35%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
30,972
shares
|
$1.57 Million
0.91% of portfolio
|
Q2 2022
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,812
shares
|
$1.57 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
29,870
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 144.26%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
29,800
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
29,224
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
28,304
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,667
shares
|
$1.25 Million
0.41% of portfolio
|
Q3 2023
Added 125.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
20,851
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 18.71%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
19,046
shares
|
$967,536
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
17,095
shares
|
$868,426
0.24% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
17,038
shares
|
$865,530
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
15,272
shares
|
$775,817
0.02% of portfolio
|
Q1 2022
Reduced 3.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,965
shares
|
$760,222
0.0% of portfolio
|
Q3 2025
Reduced 35.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
14,058
shares
|
$714,146
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,400
shares
|
$680,720
0.02% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
11,918
shares
|
$605,434
0.0% of portfolio
|
Q3 2025
Reduced 61.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,157
shares
|
$566,775
0.0% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,940
shares
|
$555,752
0.0% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
10,923
shares
|
$554,888
0.01% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
10,465
shares
|
$531,622
0.0% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
9,274
shares
|
$471,119
0.18% of portfolio
|
Q3 2025
Reduced 0.74%
|
|