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 68 institutions that hold shares in the stock, with a total of 8.55 Million shares, which have been reported (via 13F filing form) to have a value of $422 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,324
shares
|
$344,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,289
shares
|
$343,093
0.02% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
6,960
shares
|
$327,607
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,777
shares
|
$318,993
0.0% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
5,693
shares
|
$267,969
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,763
shares
|
$224,194
0.02% of portfolio
|
Q1 2025
Added 17540.74%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
4,432
shares
|
$208,614
0.02% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,759
shares
|
$129,866
0.01% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,108
shares
|
$99,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,390
shares
|
$65,427
0.0% of portfolio
|
Q4 2024
Added 102.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,248
shares
|
$58,743
0.0% of portfolio
|
Q4 2024
Reduced 41.93%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
475
shares
|
$22,358
0.0% of portfolio
|
Q4 2024
Reduced 33.29%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
465
shares
|
$21,887
0.0% of portfolio
|
Q3 2023
Reduced 73.7%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
372
shares
|
$17,510
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
233
shares
|
$10,967
0.01% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
185
shares
|
$8,707
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
154
shares
|
$7,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
75
shares
|
$3,530
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
12
shares
|
$564
0.0% of portfolio
|
Q4 2024
New holding
|