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 77 institutions that hold shares in the stock, with a total of 8.27 Million shares, which have been reported (via 13F filing form) to have a value of $431 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
43,755
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
38,224
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
37,681
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
37,301
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Added 96.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
36,870
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,365
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,318
shares
|
$1.63 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
|
$1.61 Million
0.91% of portfolio
|
Q2 2022
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,812
shares
|
$1.6 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.99%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
30,626
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
29,870
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 144.26%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
28,758
shares
|
$1.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
28,087
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
24,667
shares
|
$1.28 Million
0.41% of portfolio
|
Q3 2023
Added 125.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,119
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 378.36%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
18,203
shares
|
$947,284
0.27% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
17,564
shares
|
$914,030
0.0% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
15,272
shares
|
$794,754
0.02% of portfolio
|
Q1 2022
Reduced 3.26%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
15,115
shares
|
$786,584
0.1% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
14,016
shares
|
$729,392
0.02% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,666
shares
|
$711,178
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,540
shares
|
$600,541
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,304
shares
|
$588,260
0.05% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
11,060
shares
|
$575,562
0.02% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,272
shares
|
$534,554
0.0% of portfolio
|
Q2 2025
Reduced 12.06%
|