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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,997
shares
|
$520,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
9,343
shares
|
$486,209
0.22% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
8,675
shares
|
$451,447
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7,935
shares
|
$412,937
0.1% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
7,914
shares
|
$411,844
0.02% of portfolio
|
Q2 2025
Reduced 38.85%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
7,332
shares
|
$381,557
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
|
$352,675
0.0% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$312,240
0.01% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,848
shares
|
$304,329
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
5,370
shares
|
$279,454
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,813
shares
|
$250,468
0.02% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,428
shares
|
$230,433
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,417
shares
|
$229,860
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,778
shares
|
$92,527
0.01% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,740
shares
|
$90,549
0.02% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1,718
shares
|
$89,404
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,637
shares
|
$85,189
0.0% of portfolio
|
Q2 2025
Reduced 19.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,085
shares
|
$56,463
0.0% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
996
shares
|
$51,831
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
834
shares
|
$43,401
0.0% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
495
shares
|
$25,759
0.0% of portfolio
|
Q2 2025
Added 4025.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
233
shares
|
$12,125
0.0% of portfolio
|
Q2 2025
Reduced 49.89%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
178
shares
|
$9,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
154
shares
|
$8,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
98
shares
|
$5,099
0.0% of portfolio
|
Q2 2025
Reduced 88.74%
|