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

$50.45 -0.32 (-0.64%)
Closing price 07/11/2025 03:55 PM Eastern
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$50.45 +0.00 (+0.00%)
As of 07/11/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Multifactor Fund (BATS:USMF)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$272.54M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$32.07M
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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
7/9/2025 Archer Investment Management LLC150,176$7.70M5.6%-24.9%1.882%
6/27/2025Goldman Sachs Group Inc.23,215$1.15M0.0%N/A0.291%
6/2/2025Modern Wealth Management LLC14,705$730K0.0%N/A0.191%
5/21/2025Geneos Wealth Management Inc.722$36K0.0%-48.1%0.010%
5/19/2025Jane Street Group LLC20,567$1.02M0.0%N/A0.271%
5/16/2025Goldman Sachs Group Inc.23,215$1.15M0.0%N/A0.306%
5/14/2025WCG Wealth Advisors LLC30,438$1.51M0.1%-4.9%0.402%
5/14/2025Smartleaf Asset Management LLC870$43K0.0%-98.8%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.14,326$711K0.0%+45.6%0.189%
5/13/2025Raymond James Financial Inc.416,931$20.69M0.0%+21.5%5.500%
5/13/2025HighTower Advisors LLC1,311,921$65.10M0.1%+1.8%17.308%
5/8/2025Arkadios Wealth Advisors11,024$547K0.0%N/A0.147%
5/7/2025LPL Financial LLC419,864$20.83M0.0%+70.9%5.598%
5/7/2025Drive Wealth Management LLC7,317$363K0.1%-23.7%0.098%
5/6/2025Cetera Investment Advisers46,855$2.33M0.0%-61.0%0.625%
5/6/2025Avantax Advisory Services Inc.12,229$607K0.0%+67.0%0.163%
5/5/2025SNS Financial Group LLC384,294$19.07M1.9%N/A5.124%
5/5/2025Private Advisor Group LLC10,191$506K0.0%-91.2%0.136%
5/2/2025BIP Wealth LLC12,943$642K0.0%-19.5%0.173%
5/1/2025Hughes Financial Services LLC996$50K0.0%N/A0.013%
4/30/2025Allworth Financial LP44,731$2.15M0.0%+0.8%0.596%
4/30/2025Stratos Wealth Partners LTD.37,987$1.89M0.0%-6.7%0.506%
4/29/2025Envestnet Asset Management Inc.11,681$580K0.0%-47.1%0.156%
4/29/2025Concurrent Investment Advisors LLC42,508$2.11M0.1%+646.7%0.567%
4/25/2025WJ Wealth Management LLC180,073$8.94M3.2%N/A2.401%
4/24/2025Beacon Financial Advisory LLC21,183$1.05M0.3%+70.3%0.282%
4/23/2025Creative Financial Designs Inc. ADV1,939$96K0.0%-29.7%0.026%
4/23/2025Financial Enhancement Group LLC54,871$2.59M0.4%+35.5%0.732%
4/23/2025Team Financial Group LLC375,774$18.65M10.8%-0.9%5.010%
4/22/2025Cambridge Investment Research Advisors Inc.33,984$1.69M0.0%+126.1%0.453%
4/21/2025ORG Partners LLC8,193$408K0.1%+135.9%0.109%
4/16/2025 Wealth Enhancement Advisory Services LLC11,515$571K0.0%-21.8%0.156%
4/16/2025Defined Financial Planning LLC85,689$4.27M4.3%+3.8%1.161%
4/15/2025Columbia Advisory Partners LLC140,589$6.98M6.0%-10.1%1.905%
4/14/2025Patriot Financial Group Insurance Agency LLC15,315$760K0.1%-18.4%0.208%
4/11/2025Insight 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%
2/27/2025REAP Financial Group LLC9,279$461K0.1%-13.0%0.128%
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2/25/2025Armis Advisers LLC38,176$1.90M0.2%N/A0.527%
2/24/2025Great Valley Advisor Group Inc.458,373$22.77M0.5%-1.3%6.322%
2/19/2025WCG Wealth Advisors LLC31,994$1.59M0.1%-1.2%0.486%
2/18/2025Western Wealth Management LLC40,067$1.99M0.6%-51.3%0.609%
2/17/2025CoreCap Advisors LLC7,289$362K0.0%-3.4%0.111%
2/17/2025Cetera Investment Advisers120,183$5.97M0.0%+942.5%1.826%
2/17/2025Bank of America Corp DE2,108$105K0.0%N/A0.032%
2/17/2025BIP Wealth LLC16,075$799K0.1%-9.0%0.244%
2/14/2025Lido Advisors LLC2,337,374$116.12M0.5%N/A35.522%
2/14/2025Susquehanna International Group LLP36,502$1.81M0.0%N/A0.555%
2/13/2025Defined Financial Planning LLC82,567$4.10M4.4%N/A1.255%
2/13/2025Raymond James Financial Inc.343,024$17.04M0.0%N/A5.213%
2/13/2025Envestnet Asset Management Inc.22,094$1.10M0.0%-49.1%0.336%
2/13/2025Wells Fargo & Company MN131,466$6.53M0.0%+47.6%1.998%
2/12/2025JPMorgan Chase & Co.19,057$947K0.0%-12.9%0.290%
2/11/2025LPL Financial LLC245,663$12.21M0.0%+120.0%3.733%
2/10/2025Thrivent Financial for Lutherans8,043$400K0.0%-9.4%0.122%
2/10/2025Creative Financial Designs Inc. ADV2,759$137K0.0%-15.9%0.042%
2/10/2025Harbour Investments Inc.9,745$484K0.0%-2.7%0.148%
2/10/2025Commonwealth Equity Services LLC44,809$2.23M0.0%+358.2%0.681%
2/10/2025Avantax Advisory Services Inc.7,324$364K0.0%N/A0.111%
2/7/2025HighTower Advisors LLC1,288,412$64.01M0.1%-0.2%19.581%
2/6/2025Raymond James Financial Inc.343,024$17.04M0.0%N/A5.213%
2/6/2025Atria Investments Inc86,654$4.31M0.1%-3.3%1.317%
2/5/2025Smartleaf Asset Management LLC74,177$3.69M0.4%-1.2%1.127%
2/4/2025World Equity Group Inc.6,960$346K0.1%N/A0.106%
2/3/2025Concurrent Investment Advisors LLC5,693$283K0.0%N/A0.087%
2/3/2025Private Advisor Group LLC115,467$5.74M0.0%+1.9%1.755%
1/31/2025Sanctuary Advisors LLC105,121$5.45M0.0%+1.3%1.598%
1/30/2025Allworth Financial LP44,356$2.26M0.0%-4.4%0.674%
1/28/2025Kestra Private Wealth Services LLC29,105$1.45M0.0%+9.1%0.442%
1/27/2025Beacon Financial Advisory LLC12,437$618K0.2%+30.7%0.189%
1/27/2025Insight Advisors LLC PA145,596$7.24M1.2%+6.7%2.213%
1/27/2025Stratos 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%
1/22/2025Patriot Financial Group Insurance Agency LLC18,757$932K0.1%-4.1%0.285%
1/21/2025Geneos Wealth Management Inc.1,390$69K0.0%+102.0%0.021%
1/21/2025RFG Advisory LLC19,290$958K0.0%-11.6%0.293%
1/21/2025Team Financial Group LLC379,142$18.84M11.3%+3.0%5.762%
1/14/2025Financial Enhancement Group LLC40,497$2.00M0.3%-34.1%0.615%
1/14/2025Park Avenue Securities LLC7,023$349K0.0%N/A0.107%
1/13/2025Columbia Advisory Partners LLC156,323$7.77M7.2%N/A2.376%
1/10/2025ORG Partners LLC3,473$173K0.0%N/A0.053%
12/26/2024JPMorgan Chase & Co.21,889$1.07M0.0%-14.1%0.333%
11/25/2024Sanctuary Advisors LLC103,736$5.43M0.0%+9.6%1.577%
11/15/2024Jane Street Group LLC8,717$426K0.0%N/A0.132%
11/15/2024HighTower Advisors LLC1,290,388$63.07M0.1%+0.3%19.611%
11/12/2024Great Valley Advisor Group Inc.464,309$22.69M0.6%+0.4%7.056%
11/8/2024BIP Wealth LLC17,662$863K0.1%+3.5%0.268%
11/7/2024Drive Wealth Management LLC9,600$469K0.1%N/A0.146%
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11/5/2024Harbour Investments Inc.10,017$490K0.0%+12.9%0.152%
11/1/2024Atria Investments Inc89,612$4.38M0.1%+14.1%1.362%
10/31/2024Financial Enhancement Group LLC61,464$3.00M0.5%+129.4%0.934%
10/30/2024Beacon Financial Advisory LLC9,514$465K0.2%+22.7%0.145%
10/28/2024Creative Financial Designs Inc. ADV3,280$160K0.0%-12.8%0.050%
10/25/2024Financial Advocates Investment Management6,007$275K0.0%N/A0.091%
10/24/2024Patriot 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%
10/23/2024Team Financial Group LLC368,202$18.00M11.1%+2.3%5.596%
10/23/2024Allworth Financial LP46,390$2.27M0.0%-2.1%0.705%
(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, 69 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 WisdomTree U.S. Multifactor Fund's institutional investors.

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

Of the 62 institutional investors that purchased WisdomTree U.S. Multifactor Fund's 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 5,517,772 shares in the last 24 months. This purchase volume represents approximately $272.54M in transactions.

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

Of the 29 institutional investors that sold WisdomTree U.S. Multifactor Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Archer Investment Management LLC ($125.97K), Private Advisor Group LLC ($105.28K), Smartleaf Asset Management LLC ($74.18K), Cetera Investment Advisers ($73.33K), Great Valley Advisor Group Inc. ($50.41K), Insight Advisors LLC PA ($50.06K), and Western Wealth Management LLC ($42.28K).

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

Institutional investors have sold a total of 649,787 shares in the last 24 months. This volume of shares sold represents approximately $32.07M in transactions.


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This page (BATS:USMF) was last updated on 7/12/2025 by MarketBeat.com Staff
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