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WisdomTree U.S. Multifactor Fund (USMF) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Multifactor Fund (BATS:USMF)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$271.75M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$29.53M
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USMF Institutional Buying and Selling by Quarter

WisdomTree U.S. Multifactor Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.722$36K0.0%-48.1%0.010%
5/19/2025 Jane Street Group LLC20,567$1.02M0.0%N/A0.271%
5/16/2025 Goldman Sachs Group Inc.23,215$1.15M0.0%N/A0.306%
5/14/2025 WCG Wealth Advisors LLC30,438$1.51M0.1%-4.9%0.402%
5/14/2025 Smartleaf Asset Management LLC870$43K0.0%-98.8%0.011%
5/14/2025 Northwestern Mutual Wealth Management Co.14,326$711K0.0%+45.6%0.189%
5/13/2025 Raymond James Financial Inc.416,931$20.69M0.0%+21.5%5.500%
5/13/2025 HighTower Advisors LLC1,311,921$65.10M0.1%+1.8%17.308%
5/8/2025 Arkadios Wealth Advisors11,024$547K0.0%N/A0.147%
5/7/2025 LPL Financial LLC419,864$20.83M0.0%+70.9%5.598%
5/7/2025 Drive Wealth Management LLC7,317$363K0.1%-23.7%0.098%
5/6/2025 Cetera Investment Advisers46,855$2.33M0.0%-61.0%0.625%
5/6/2025 Avantax Advisory Services Inc.12,229$607K0.0%+67.0%0.163%
5/5/2025 SNS Financial Group LLC384,294$19.07M1.9%N/A5.124%
5/5/2025 Private Advisor Group LLC10,191$506K0.0%-91.2%0.136%
5/2/2025 BIP Wealth LLC12,943$642K0.0%-19.5%0.173%
5/1/2025 Hughes Financial Services LLC996$50K0.0%N/A0.013%
4/30/2025 Allworth Financial LP44,731$2.15M0.0%+0.8%0.596%
4/30/2025 Stratos Wealth Partners LTD.37,987$1.89M0.0%-6.7%0.506%
4/29/2025 Envestnet Asset Management Inc.11,681$580K0.0%-47.1%0.156%
4/29/2025 Concurrent Investment Advisors LLC42,508$2.11M0.1%+646.7%0.567%
4/25/2025 WJ Wealth Management LLC180,073$8.94M3.2%N/A2.401%
4/24/2025 Beacon Financial Advisory LLC21,183$1.05M0.3%+70.3%0.282%
4/23/2025 Creative Financial Designs Inc. ADV1,939$96K0.0%-29.7%0.026%
4/23/2025 Financial Enhancement Group LLC54,871$2.59M0.4%+35.5%0.732%
4/23/2025 Team Financial Group LLC375,774$18.65M10.8%-0.9%5.010%
4/22/2025 Cambridge Investment Research Advisors Inc.33,984$1.69M0.0%+126.1%0.453%
4/21/2025 ORG Partners LLC8,193$408K0.1%+135.9%0.109%
4/16/2025 Wealth Enhancement Advisory Services LLC11,515$571K0.0%-21.8%0.156%
4/16/2025 Defined Financial Planning LLC85,689$4.27M4.3%+3.8%1.161%
4/15/2025 Columbia Advisory Partners LLC140,589$6.98M6.0%-10.1%1.905%
4/14/2025 Patriot Financial Group Insurance Agency LLC15,315$760K0.1%-18.4%0.208%
4/11/2025 Insight Advisors LLC PA95,536$4.74M0.8%-34.4%1.295%
4/9/2025 Archer Investment Management LLC199,906$9.92M6.9%-27.6%2.709%
4/9/2025 NBC Securities Inc.4,763$236K0.0%+17,540.7%0.065%
3/17/2025 Wealth Enhancement Advisory Services LLC14,720$731K0.0%-5.3%0.201%
2/27/2025 REAP Financial Group LLC9,279$461K0.1%-13.0%0.128%
2/25/2025 Armis Advisers LLC38,176$1.90M0.2%N/A0.527%
2/24/2025 Great Valley Advisor Group Inc.458,373$22.77M0.5%-1.3%6.322%
2/19/2025 WCG Wealth Advisors LLC31,994$1.59M0.1%-1.2%0.486%
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2/18/2025 Western Wealth Management LLC40,067$1.99M0.6%-51.3%0.609%
2/17/2025 CoreCap Advisors LLC7,289$362K0.0%-3.4%0.111%
2/17/2025 Cetera Investment Advisers120,183$5.97M0.0%+942.5%1.826%
2/17/2025 Bank of America Corp DE2,108$105K0.0%N/A0.032%
2/17/2025 BIP Wealth LLC16,075$799K0.1%-9.0%0.244%
2/14/2025 Lido Advisors LLC2,337,374$116.12M0.5%N/A35.522%
2/14/2025 Susquehanna International Group LLP36,502$1.81M0.0%N/A0.555%
2/13/2025 Defined Financial Planning LLC82,567$4.10M4.4%N/A1.255%
2/13/2025 Raymond James Financial Inc.343,024$17.04M0.0%N/A5.213%
2/13/2025 Envestnet Asset Management Inc.22,094$1.10M0.0%-49.1%0.336%
2/13/2025 Wells Fargo & Company MN131,466$6.53M0.0%+47.6%1.998%
2/12/2025 JPMorgan Chase & Co.19,057$947K0.0%-12.9%0.290%
2/11/2025 LPL Financial LLC245,663$12.21M0.0%+120.0%3.733%
2/10/2025 Thrivent Financial for Lutherans8,043$400K0.0%-9.4%0.122%
2/10/2025 Creative Financial Designs Inc. ADV2,759$137K0.0%-15.9%0.042%
2/10/2025 Harbour Investments Inc.9,745$484K0.0%-2.7%0.148%
2/10/2025 Commonwealth Equity Services LLC44,809$2.23M0.0%+358.2%0.681%
2/10/2025 Avantax Advisory Services Inc.7,324$364K0.0%N/A0.111%
2/7/2025 HighTower Advisors LLC1,288,412$64.01M0.1%-0.2%19.581%
2/6/2025 Raymond James Financial Inc.343,024$17.04M0.0%N/A5.213%
2/6/2025 Atria Investments Inc86,654$4.31M0.1%-3.3%1.317%
2/5/2025 Smartleaf Asset Management LLC74,177$3.69M0.4%-1.2%1.127%
2/4/2025 World Equity Group Inc.6,960$346K0.1%N/A0.106%
2/3/2025 Concurrent Investment Advisors LLC5,693$283K0.0%N/A0.087%
2/3/2025 Private Advisor Group LLC115,467$5.74M0.0%+1.9%1.755%
1/31/2025Sanctuary Advisors LLC105,121$5.45M0.0%+1.3%1.598%
1/30/2025 Allworth Financial LP44,356$2.26M0.0%-4.4%0.674%
1/28/2025 Kestra Private Wealth Services LLC29,105$1.45M0.0%+9.1%0.442%
1/27/2025 Beacon Financial Advisory LLC12,437$618K0.2%+30.7%0.189%
1/27/2025 Insight Advisors LLC PA145,596$7.24M1.2%+6.7%2.213%
1/27/2025 Stratos Wealth Partners LTD.40,695$2.02M0.0%+1.1%0.618%
1/24/2025 Archer Investment Management LLC276,149$13.72M8.4%N/A4.197%
1/22/2025 Patriot Financial Group Insurance Agency LLC18,757$932K0.1%-4.1%0.285%
1/21/2025 Geneos Wealth Management Inc.1,390$69K0.0%+102.0%0.021%
1/21/2025 RFG Advisory LLC19,290$958K0.0%-11.6%0.293%
1/21/2025 Team Financial Group LLC379,142$18.84M11.3%+3.0%5.762%
1/14/2025 Financial Enhancement Group LLC40,497$2.00M0.3%-34.1%0.615%
1/14/2025 Park Avenue Securities LLC7,023$349K0.0%N/A0.107%
1/13/2025 Columbia Advisory Partners LLC156,323$7.77M7.2%N/A2.376%
1/10/2025 ORG Partners LLC3,473$173K0.0%N/A0.053%
12/26/2024 JPMorgan Chase & Co.21,889$1.07M0.0%-14.1%0.333%
11/25/2024Sanctuary Advisors LLC103,736$5.43M0.0%+9.6%1.577%
11/15/2024 Jane Street Group LLC8,717$426K0.0%N/A0.132%
11/15/2024 HighTower Advisors LLC1,290,388$63.07M0.1%+0.3%19.611%
11/12/2024 Great Valley Advisor Group Inc.464,309$22.69M0.6%+0.4%7.056%
11/8/2024 BIP Wealth LLC17,662$863K0.1%+3.5%0.268%
11/7/2024 Drive Wealth Management LLC9,600$469K0.1%N/A0.146%
11/5/2024 Harbour Investments Inc.10,017$490K0.0%+12.9%0.152%
11/1/2024 Atria Investments Inc89,612$4.38M0.1%+14.1%1.362%
10/31/2024 Financial Enhancement Group LLC61,464$3.00M0.5%+129.4%0.934%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
10/30/2024 Beacon Financial Advisory LLC9,514$465K0.2%+22.7%0.145%
10/28/2024 Creative Financial Designs Inc. ADV3,280$160K0.0%-12.8%0.050%
10/25/2024 Financial Advocates Investment Management6,007$275K0.0%N/A0.091%
10/24/2024 Patriot Financial Group Insurance Agency LLC19,550$955K0.1%-6.6%0.297%
10/24/2024 Wealth Enhancement Advisory Services LLC15,551$760K0.0%+3.4%0.236%
10/23/2024 Team Financial Group LLC368,202$18.00M11.1%+2.3%5.596%
10/23/2024 Allworth Financial LP46,390$2.27M0.0%-2.1%0.705%
10/22/2024 Private Advisor Group LLC113,355$5.54M0.0%+0.2%1.723%
10/15/2024 NBC Securities Inc.25,797$1.26M0.1%+4.5%0.392%
9/5/2024Sanctuary Advisors LLC94,652$4.22M0.0%N/A1.438%
(Data available from 1/1/2016 forward)

USMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USMF shares?

During the previous two years, 68 institutional investors and hedge funds held shares of WisdomTree U.S. Multifactor Fund. The most heavily invested institutionals were Lido Advisors LLC ($116.12M), HighTower Advisors LLC ($65.10M), Private Wealth Strategies L.L.C. ($54.15M), Great Valley Advisor Group Inc. ($22.77M), LPL Financial LLC ($20.83M), Raymond James Financial Inc. ($20.69M), and SNS Financial Group LLC ($19.07M).Learn more on USMF's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Multifactor Fund stock?

Of the 61 institutional investors that purchased WisdomTree U.S. Multifactor Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lido Advisors LLC ($2.34M), Raymond James Financial Inc. ($759.96K), SNS Financial Group LLC ($384.29K), LPL Financial LLC ($312.93K), Archer Investment Management LLC ($276.15K), Raymond James Financial Services Advisors Inc. ($204.54K), and WJ Wealth Management LLC ($180.07K).

How much institutional buying is happening at WisdomTree U.S. Multifactor Fund?

Institutional investors have bought a total of 5,862,030 shares in the last 24 months. This purchase volume represents approximately $286.13M in transactions.

Which WisdomTree U.S. Multifactor Fund major shareholders have been selling company stock?

Of the 34 institutional investors that sold WisdomTree U.S. Multifactor Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Great Valley Advisor Group Inc. ($286.08K), Private Advisor Group LLC ($127.38K), Archer Investment Management LLC ($76.24K), Smartleaf Asset Management LLC ($74.18K), Cetera Investment Advisers ($73.33K), Stratos Wealth Partners LTD. ($72.01K), and Financial Enhancement Group LLC ($53.71K).

How much institutional selling is happening at WisdomTree U.S. Multifactor Fund?

Institutional investors have sold a total of 1,023,729 shares in the last 24 months. This volume of shares sold represents approximately $47.32M in transactions.


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This page (BATS:USMF) was last updated on 5/22/2025 by MarketBeat.com Staff
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