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 |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
9,547
shares
|
$483,937
0.29% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
8,193
shares
|
$415,303
0.12% of portfolio
|
Q1 2025
Added 135.91%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
7,317
shares
|
$370,898
0.09% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,777
shares
|
$343,526
0.0% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,310
shares
|
$319,853
0.01% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,833
shares
|
$244,984
0.0% of portfolio
|
Q1 2025
Reduced 79.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,763
shares
|
$241,436
0.02% of portfolio
|
Q1 2025
Added 17540.74%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
4,432
shares
|
$224,658
0.02% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,045
shares
|
$103,661
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,939
shares
|
$98,287
0.01% of portfolio
|
Q1 2025
Reduced 29.72%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,888
shares
|
$95,702
0.02% of portfolio
|
Q1 2025
Reduced 79.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,248
shares
|
$63,261
0.0% of portfolio
|
Q4 2024
Reduced 41.93%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
996
shares
|
$50,487
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
870
shares
|
$44,100
0.0% of portfolio
|
Q1 2025
Reduced 98.83%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
722
shares
|
$36,598
0.0% of portfolio
|
Q1 2025
Reduced 48.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
465
shares
|
$23,570
0.0% of portfolio
|
Q3 2023
Reduced 73.7%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
372
shares
|
$18,856
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
178
shares
|
$9,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
154
shares
|
$7,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
75
shares
|
$3,801
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
62
shares
|
$3,142
0.0% of portfolio
|
Q1 2025
Reduced 73.39%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12
shares
|
$608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|