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 71 institutions that hold shares in the stock, with a total of 8.76 Million shares, which have been reported (via 13F filing form) to have a value of $441 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
36,502
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,365
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
31,994
shares
|
$1.61 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,318
shares
|
$1.58 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
|
$1.56 Million
0.91% of portfolio
|
Q2 2022
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,812
shares
|
$1.55 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,903
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
29,105
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,667
shares
|
$1.24 Million
0.41% of portfolio
|
Q3 2023
Added 125.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
23,588
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
22,094
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 49.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
19,290
shares
|
$971,830
0.03% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
19,057
shares
|
$960,091
0.0% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
18,757
shares
|
$944,977
0.13% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
16,075
shares
|
$809,858
0.05% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
15,551
shares
|
$783,459
0.0% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
15,272
shares
|
$769,403
0.02% of portfolio
|
Q1 2022
Reduced 3.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,033
shares
|
$757,362
0.0% of portfolio
|
Q4 2024
Added 28.37%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
12,698
shares
|
$639,725
0.38% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
12,437
shares
|
$626,576
0.22% of portfolio
|
Q4 2024
Added 30.72%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,550
shares
|
$531,509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
9,841
shares
|
$495,789
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
9,745
shares
|
$490,953
0.01% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
9,584
shares
|
$482,841
0.12% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
9,279
shares
|
$467,476
0.11% of portfolio
|
Q4 2024
Reduced 13.04%
|