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 8.25 Million shares, which have been reported (via 13F filing form) to have a value of $426 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
9,343
shares
|
$482,285
0.22% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
8,675
shares
|
$447,803
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
7,914
shares
|
$408,520
0.02% of portfolio
|
Q2 2025
Reduced 38.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
7,499
shares
|
$387,098
0.09% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
7,332
shares
|
$378,477
0.09% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,777
shares
|
$349,828
0.0% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,848
shares
|
$301,873
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,758
shares
|
$297,227
0.01% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
5,470
shares
|
$282,361
0.06% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,813
shares
|
$248,447
0.02% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,428
shares
|
$228,573
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,417
shares
|
$228,005
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,778
shares
|
$91,780
0.01% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,740
shares
|
$89,818
0.02% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1,718
shares
|
$88,683
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,637
shares
|
$84,501
0.0% of portfolio
|
Q2 2025
Reduced 19.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,085
shares
|
$56,007
0.0% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
996
shares
|
$51,413
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
515
shares
|
$26,584
0.0% of portfolio
|
Q3 2025
Reduced 38.25%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
495
shares
|
$25,551
0.0% of portfolio
|
Q2 2025
Added 4025.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
233
shares
|
$12,027
0.0% of portfolio
|
Q2 2025
Reduced 49.89%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
178
shares
|
$9,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
154
shares
|
$7,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
98
shares
|
$5,058
0.0% of portfolio
|
Q2 2025
Reduced 88.74%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
62
shares
|
$3,200
0.0% of portfolio
|
Q1 2025
Reduced 73.39%
|