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 74 institutions that hold shares in the stock, with a total of 7.78 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
33,984
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Added 126.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,365
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,318
shares
|
$1.6 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
|
$1.59 Million
0.91% of portfolio
|
Q2 2022
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,812
shares
|
$1.58 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.99%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
30,438
shares
|
$1.56 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
29,120
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,667
shares
|
$1.26 Million
0.41% of portfolio
|
Q3 2023
Added 125.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
23,215
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
21,183
shares
|
$1.08 Million
0.35% of portfolio
|
Q1 2025
Added 70.32%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
20,567
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,954
shares
|
$970,444
0.0% of portfolio
|
Q1 2025
Reduced 48.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
17,564
shares
|
$899,276
0.0% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
15,272
shares
|
$781,926
0.02% of portfolio
|
Q1 2022
Reduced 3.26%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
15,115
shares
|
$773,888
0.1% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
14,705
shares
|
$752,896
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
14,326
shares
|
$733,491
0.0% of portfolio
|
Q1 2025
Added 45.57%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
12,943
shares
|
$662,681
0.04% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,229
shares
|
$626,124
0.0% of portfolio
|
Q1 2025
Added 66.97%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,681
shares
|
$598,067
0.0% of portfolio
|
Q1 2025
Reduced 47.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,540
shares
|
$590,848
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,304
shares
|
$578,764
0.05% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
11,024
shares
|
$564,428
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,550
shares
|
$540,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,191
shares
|
$521,779
0.0% of portfolio
|
Q1 2025
Reduced 91.17%
|