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

$53.00 -0.04 (-0.08%)
Closing price 10/13/2026 04:10 PM Eastern
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$52.99 -0.01 (-0.02%)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Multifactor Fund (BATS:USMF)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$42.69M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$42.43M
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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
9/23/2026Envestnet Asset Management Inc.16,594$900K0.0%+39.3%0.208%
9/9/2026Integrated Wealth Concepts LLC26,377$1.43M0.0%-25.8%0.331%
9/9/2026NewEdge Advisors LLC60,076$3.26M0.0%-3.5%0.753%
9/8/2026Allworth Financial LP37,215$2.02M0.0%-1.5%0.466%
8/22/2026Concurrent Investment Advisors LLC3,819$207K0.0%-43.7%0.048%
8/21/2026Beacon Financial Advisory LLC13,798$748K0.1%-2.3%0.173%
7/8/2026Archer Investment Management LLC24,356$1.32M0.5%-7.6%0.305%
7/7/2026CoreCap Advisors LLC4,505$244K0.0%-10.0%0.056%
6/26/2026WealthPoint Financial LLC20,266$1.00M0.8%+7.7%0.254%
6/3/2026NewEdge Advisors LLC62,248$3.07M0.0%-12.1%0.780%
5/19/2026NewEdge Advisors LLC62,248$3.07M0.1%-12.1%0.780%
5/19/2026Arkadios Wealth Advisors6,963$344K0.0%-33.6%0.087%
5/18/2026Royal Bank of Canada2,163$107K0.0%+99.4%0.027%
5/14/2026Lido Advisors LLC673,645$33.27M0.1%-11.8%8.442%
5/13/2026Cetera Investment Advisers103,732$5.12M0.0%-3.6%1.300%
5/7/2026World Equity Group Inc.6,095$301K0.1%+3.8%0.076%
5/5/2026Quartz Partners LLC6,175$305K0.1%-33.5%0.077%
5/4/2026Team Financial Group LLC366,309$18.09M8.2%-12.0%4.590%
5/1/2026Walled Lake Planning & Wealth Management LLC358,110$17.68M5.2%N/A4.488%
4/30/2026Kestra Advisory Services LLC13,340$659K0.0%+76.1%0.167%
4/28/2026Beacon Financial Advisory LLC14,127$698K0.2%-7.1%0.177%
4/27/2026BIP Wealth LLC7,937$392K0.0%+53.3%0.099%
4/27/2026Private Advisor Group LLC37,278$1.84M0.0%-22.1%0.467%
4/24/2026Columbia Advisory Partners LLC11,234$555K0.4%-91.2%0.141%
4/20/2026Kestra Private Wealth Services LLC29,320$1.45M0.0%-0.8%0.367%
4/20/2026Financial Enhancement Group LLC5,752$296K0.0%-89.5%0.072%
4/16/2026Evolve Private Wealth LLC79,527$3.93M0.2%+0.3%0.997%
2/19/2026WealthPoint Financial LLC18,810$964K0.8%N/A0.236%
2/18/2026NewEdge Advisors LLC70,808$3.63M0.0%-9.3%0.887%
2/18/2026IHT Wealth Management LLC13,852$710K0.0%+3.4%0.174%
2/18/2026Evolve Private Wealth LLC79,306$4.07M0.2%N/A0.994%
2/17/2026Cetera Investment Advisers107,643$5.52M0.0%+12.6%1.349%
2/17/2026Osaic Holdings Inc.29,755$1.53M0.0%-56.4%0.373%
2/17/2026&PARTNERS10,774$552K0.0%N/A0.135%
2/17/2026Beacon Financial Advisory LLC15,207$780K0.2%-11.0%0.191%
2/16/2026Mariner LLC72,296$3.71M0.0%N/A0.906%
2/13/2026Kestra Advisory Services LLC7,575$388K0.0%-32.1%0.095%
2/13/2026Arkadios Wealth Advisors10,488$538K0.0%-4.0%0.131%
2/13/2026Wells Fargo & Company MN207,982$10.66M0.0%-0.7%2.606%
2/13/2026Summit Financial LLC12,403$636K0.0%-27.2%0.155%
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2/12/2026Jane Street Group LLC4,875$250K0.0%N/A0.061%
2/12/2026TopTier Wealth Management LLC9,080$465K0.3%N/A0.114%
2/12/2026Commonwealth Equity Services LLC15,643$802K0.0%-86.0%0.196%
2/12/2026Great Valley Advisor Group Inc.590,319$30.26M0.6%+4.9%7.397%
2/11/2026LPL Financial LLC265,377$13.60M0.0%+7.7%3.326%
2/10/2026Lido Advisors LLC763,591$39.91M0.1%-0.2%9.569%
2/10/2026WCG Wealth Advisors LLC27,387$1.40M0.0%-3.2%0.343%
2/10/2026Northwestern Mutual Wealth Management Co.89,980$4.61M0.0%-8.6%1.128%
2/10/2026Swmg LLC3,933$203K0.1%N/A0.049%
2/6/2026HighTower Advisors LLC1,351,735$69.29M0.1%+1.1%16.939%
2/5/2026Soltis Investment Advisors LLC4,455$228K0.0%-15.9%0.056%
2/5/2026Allworth Financial LP40,086$2.06M0.0%-3.8%0.502%
2/5/2026Atria Investments Inc76,678$3.93M0.0%-7.2%0.961%
2/2/2026SNS Financial Group LLC439,208$22.51M1.9%-0.1%5.504%
1/29/2026Kestra Private Wealth Services LLC29,569$1.52M0.0%+1.2%0.371%
1/29/2026Concurrent Investment Advisors LLC34,665$1.78M0.0%-7.9%0.434%
1/29/2026NBC Securities Inc.4,346$223K0.0%-9.3%0.054%
1/26/2026Merit Financial Group LLC71,754$3.68M0.0%N/A0.899%
1/26/2026United Advisor Group LLC26,948$1.38M0.2%+41.5%0.338%
1/26/2026CWM LLC31,147$1.60M0.0%+161.3%0.390%
1/23/2026Financial Enhancement Group LLC54,906$2.83M0.4%-2.3%0.688%
1/22/2026Columbia Advisory Partners LLC128,345$6.58M4.5%-20.1%1.608%
1/21/2026BIP Wealth LLC5,176$265K0.0%-23.6%0.065%
1/20/2026Stratos Wealth Partners LTD.32,797$1.68M0.0%-4.3%0.411%
1/13/2026Team Financial Group LLC416,147$21.33M9.7%+2.6%5.215%
1/13/2026CoreCap Advisors LLC5,357$275K0.0%-7.0%0.067%
1/13/2026FMA Wealth Management LLC4,284$220K0.1%+6.8%0.054%
1/12/2026World Equity Group Inc.5,870$301K0.1%+7.3%0.074%
1/12/2026Archer Investment Management LLC101,325$5.19M2.8%-38.0%1.270%
1/8/2026Wealth Enhancement Advisory Services LLC9,247$479K0.0%-11.6%0.116%
1/1/2026JPMorgan Chase & Co.20,851$1.09M0.0%+9.6%0.261%
12/2/2025Allworth Financial LP41,660$2.18M0.0%-4.8%0.522%
11/17/2025Kestra Private Wealth Services LLC29,224$1.53M0.0%+4.0%0.366%
11/17/2025NewEdge Advisors LLC78,093$4.08M0.0%-4.4%0.979%
11/17/2025FMA Wealth Management LLC4,010$210K0.1%N/A0.050%
11/17/2025Northwestern Mutual Wealth Management Co.98,416$5.14M0.0%+2.0%1.233%
11/17/2025Lido Advisors LLC765,052$39.99M0.1%-3.5%9.587%
11/17/2025Citadel Advisors LLC14,965$782K0.0%-35.3%0.188%
11/14/2025Raymond James Financial Inc.360,613$18.85M0.0%-14.9%4.519%
11/14/2025Two Sigma Investments LP29,800$1.56M0.0%N/A0.373%
11/14/2025WCG Wealth Advisors LLC28,304$1.48M0.1%-1.6%0.355%
11/13/2025SNS Financial Group LLC439,745$22.99M2.0%+4.3%5.511%
11/13/2025Private Advisor Group LLC69,846$3.65M0.0%-11.0%0.875%
11/7/2025JPMorgan Chase & Co.20,851$1.09M0.0%+9.6%0.261%
11/7/2025HighTower Advisors LLC1,336,688$69.87M0.1%+1.3%16.750%
11/6/2025Atria Investments Inc82,601$4.32M0.0%-25.0%1.035%
11/6/2025Stratos Wealth Partners LTD.34,268$1.79M0.0%-9.1%0.429%
11/6/2025REAP Financial Group LLC1,443$75K0.0%-17.1%0.018%
11/5/2025Envestnet Asset Management Inc.10,940$572K0.0%+6.5%0.137%
11/4/2025Mutual Advisors LLC5,496$283K0.0%-6.0%0.069%
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10/30/2025BIP Wealth LLC6,775$354K0.0%-14.4%0.085%
10/29/2025Wealth Enhancement Advisory Services LLC10,465$542K0.0%-9.3%0.131%
10/29/2025Beacon Financial Advisory LLC17,095$894K0.2%-6.1%0.214%
10/27/2025Concurrent Investment Advisors LLC37,656$1.97M0.0%+2.1%0.472%
10/24/2025Columbia Advisory Partners LLC160,572$8.39M5.8%-0.6%2.012%
10/24/2025ORG Partners LLC7,499$387K0.1%-5.5%0.094%
10/22/2025CoreCap Advisors LLC5,758$301K0.0%-4.0%0.072%
10/22/2025Geneos Wealth Management Inc.515$27K0.0%-38.2%0.006%
10/22/2025Commonwealth Equity Services LLC111,938$5.85M0.0%+9.5%1.403%
10/15/2025CWM LLC11,918$623K0.0%-61.1%0.149%


USMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 institutional investors and hedge funds held shares of WisdomTree U.S. Multifactor Fund. The most heavily invested institutionals were HighTower Advisors LLC ($69.29M), Lido Advisors LLC ($33.27M), Great Valley Advisor Group Inc. ($30.26M), SNS Financial Group LLC ($22.51M), Raymond James Financial Inc. ($18.85M), Team Financial Group LLC ($18.09M), and Walled Lake Planning & Wealth Management LLC ($17.68M).Learn more on WisdomTree U.S. Multifactor Fund's institutional investors.

Of the 70 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. ($766.80K), SNS Financial Group LLC ($439.75K), Walled Lake Planning & Wealth Management LLC ($358.11K), LPL Financial LLC ($327.12K), Archer Investment Management LLC ($289.33K), and Systelligence LLC ($229.50K).

Institutional investors have bought a total of 844,530 shares in the last 24 months. This purchase volume represents approximately $42.69M in transactions.

Of the 38 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: Columbia Advisory Partners LLC ($150.33K), Lido Advisors LLC ($119.44K), Commonwealth Equity Services LLC ($96.30K), Archer Investment Management LLC ($64.04K), Raymond James Financial Inc. ($63.16K), Financial Enhancement Group LLC ($50.46K), and Team Financial Group LLC ($49.84K).

Institutional investors have sold a total of 835,634 shares in the last 24 months. This volume of shares sold represents approximately $42.43M in transactions.


Related Companies

Institutional ownership data for BATS:USMF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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