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

$52.52 -0.40 (-0.76%)
Closing price 04:10 PM Eastern
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$52.50 -0.02 (-0.04%)
As of 04:15 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)
32
Total
Institutional Inflows
(last 12 months)
$43.90M
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
9/23/2026 Envestnet Asset Management Inc.16,594$900K0.0%+39.3%0.208%
9/9/2026 Integrated Wealth Concepts LLC26,377$1.43M0.0%-25.8%0.331%
9/9/2026 NewEdge Advisors LLC60,076$3.26M0.0%-3.5%0.753%
9/8/2026 Allworth Financial LP37,215$2.02M0.0%-1.5%0.466%
8/22/2026 Concurrent Investment Advisors LLC3,819$207K0.0%-43.7%0.048%
8/21/2026 Beacon Financial Advisory LLC13,798$748K0.1%-2.3%0.173%
7/8/2026 Archer Investment Management LLC24,356$1.32M0.5%-7.6%0.305%
7/7/2026 CoreCap Advisors LLC4,505$244K0.0%-10.0%0.056%
6/26/2026 WealthPoint Financial LLC20,266$1.00M0.8%+7.7%0.254%
6/3/2026 NewEdge Advisors LLC62,248$3.07M0.0%-12.1%0.780%
5/19/2026 NewEdge Advisors LLC62,248$3.07M0.1%-12.1%0.780%
5/19/2026 Arkadios Wealth Advisors6,963$344K0.0%-33.6%0.087%
5/18/2026 Royal Bank of Canada2,163$107K0.0%+99.4%0.027%
5/14/2026 Lido Advisors LLC673,645$33.27M0.1%-11.8%8.442%
5/13/2026 Cetera Investment Advisers103,732$5.12M0.0%-3.6%1.300%
5/7/2026 World Equity Group Inc.6,095$301K0.1%+3.8%0.076%
5/5/2026 Quartz Partners LLC6,175$305K0.1%-33.5%0.077%
5/4/2026 Team Financial Group LLC366,309$18.09M8.2%-12.0%4.590%
5/1/2026 Walled Lake Planning & Wealth Management LLC358,110$17.68M5.2%N/A4.488%
4/30/2026 Kestra Advisory Services LLC13,340$659K0.0%+76.1%0.167%
4/28/2026 Beacon Financial Advisory LLC14,127$698K0.2%-7.1%0.177%
4/27/2026 BIP Wealth LLC7,937$392K0.0%+53.3%0.099%
4/27/2026 Private Advisor Group LLC37,278$1.84M0.0%-22.1%0.467%
4/24/2026 Columbia Advisory Partners LLC11,234$555K0.4%-91.2%0.141%
4/20/2026 Kestra Private Wealth Services LLC29,320$1.45M0.0%-0.8%0.367%
4/20/2026 Financial Enhancement Group LLC5,752$296K0.0%-89.5%0.072%
4/16/2026 Evolve Private Wealth LLC79,527$3.93M0.2%+0.3%0.997%
2/19/2026 WealthPoint Financial LLC18,810$964K0.8%N/A0.236%
2/18/2026 NewEdge Advisors LLC70,808$3.63M0.0%-9.3%0.887%
2/18/2026 IHT Wealth Management LLC13,852$710K0.0%+3.4%0.174%
2/18/2026 Evolve Private Wealth LLC79,306$4.07M0.2%N/A0.994%
2/17/2026 Cetera Investment Advisers107,643$5.52M0.0%+12.6%1.349%
2/17/2026 Osaic Holdings Inc.29,755$1.53M0.0%-56.4%0.373%
2/17/2026 &PARTNERS10,774$552K0.0%N/A0.135%
2/17/2026 Beacon Financial Advisory LLC15,207$780K0.2%-11.0%0.191%
2/16/2026 Mariner LLC72,296$3.71M0.0%N/A0.906%
2/13/2026 Kestra Advisory Services LLC7,575$388K0.0%-32.1%0.095%
2/13/2026 Arkadios Wealth Advisors10,488$538K0.0%-4.0%0.131%
2/13/2026 Wells Fargo & Company MN207,982$10.66M0.0%-0.7%2.606%
2/13/2026 Summit Financial LLC12,403$636K0.0%-27.2%0.155%
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2/12/2026 Jane Street Group LLC4,875$250K0.0%N/A0.061%
2/12/2026 TopTier Wealth Management LLC9,080$465K0.3%N/A0.114%
2/12/2026 Commonwealth Equity Services LLC15,643$802K0.0%-86.0%0.196%
2/12/2026 Great Valley Advisor Group Inc.590,319$30.26M0.6%+4.9%7.397%
2/11/2026 LPL Financial LLC265,377$13.60M0.0%+7.7%3.326%
2/10/2026 Lido Advisors LLC763,591$39.91M0.1%-0.2%9.569%
2/10/2026 WCG Wealth Advisors LLC27,387$1.40M0.0%-3.2%0.343%
2/10/2026 Northwestern Mutual Wealth Management Co.89,980$4.61M0.0%-8.6%1.128%
2/10/2026 Swmg LLC3,933$203K0.1%N/A0.049%
2/6/2026 HighTower Advisors LLC1,351,735$69.29M0.1%+1.1%16.939%
2/5/2026 Soltis Investment Advisors LLC4,455$228K0.0%-15.9%0.056%
2/5/2026 Allworth Financial LP40,086$2.06M0.0%-3.8%0.502%
2/5/2026 Atria Investments Inc76,678$3.93M0.0%-7.2%0.961%
2/2/2026 SNS Financial Group LLC439,208$22.51M1.9%-0.1%5.504%
1/29/2026 Kestra Private Wealth Services LLC29,569$1.52M0.0%+1.2%0.371%
1/29/2026 Concurrent Investment Advisors LLC34,665$1.78M0.0%-7.9%0.434%
1/29/2026 NBC Securities Inc.4,346$223K0.0%-9.3%0.054%
1/26/2026 Merit Financial Group LLC71,754$3.68M0.0%N/A0.899%
1/26/2026 United Advisor Group LLC26,948$1.38M0.2%+41.5%0.338%
1/26/2026CWM LLC31,147$1.60M0.0%+161.3%0.390%
1/23/2026 Financial Enhancement Group LLC54,906$2.83M0.4%-2.3%0.688%
1/22/2026 Columbia Advisory Partners LLC128,345$6.58M4.5%-20.1%1.608%
1/21/2026 BIP Wealth LLC5,176$265K0.0%-23.6%0.065%
1/20/2026 Stratos Wealth Partners LTD.32,797$1.68M0.0%-4.3%0.411%
1/13/2026 Team Financial Group LLC416,147$21.33M9.7%+2.6%5.215%
1/13/2026 CoreCap Advisors LLC5,357$275K0.0%-7.0%0.067%
1/13/2026 FMA Wealth Management LLC4,284$220K0.1%+6.8%0.054%
1/12/2026 World Equity Group Inc.5,870$301K0.1%+7.3%0.074%
1/12/2026 Archer Investment Management LLC101,325$5.19M2.8%-38.0%1.270%
1/8/2026 Wealth Enhancement Advisory Services LLC9,247$479K0.0%-11.6%0.116%
1/1/2026 JPMorgan Chase & Co.20,851$1.09M0.0%+9.6%0.261%
12/2/2025 Allworth Financial LP41,660$2.18M0.0%-4.8%0.522%
11/17/2025 Kestra Private Wealth Services LLC29,224$1.53M0.0%+4.0%0.366%
11/17/2025 NewEdge Advisors LLC78,093$4.08M0.0%-4.4%0.979%
11/17/2025 FMA Wealth Management LLC4,010$210K0.1%N/A0.050%
11/17/2025 Northwestern Mutual Wealth Management Co.98,416$5.14M0.0%+2.0%1.233%
11/17/2025 Lido Advisors LLC765,052$39.99M0.1%-3.5%9.587%
11/17/2025 Citadel Advisors LLC14,965$782K0.0%-35.3%0.188%
11/14/2025 Raymond James Financial Inc.360,613$18.85M0.0%-14.9%4.519%
11/14/2025 Two Sigma Investments LP29,800$1.56M0.0%N/A0.373%
11/14/2025 WCG Wealth Advisors LLC28,304$1.48M0.1%-1.6%0.355%
11/13/2025 SNS Financial Group LLC439,745$22.99M2.0%+4.3%5.511%
11/13/2025 Private Advisor Group LLC69,846$3.65M0.0%-11.0%0.875%
11/7/2025 JPMorgan Chase & Co.20,851$1.09M0.0%+9.6%0.261%
11/7/2025 HighTower Advisors LLC1,336,688$69.87M0.1%+1.3%16.750%
11/6/2025 Atria Investments Inc82,601$4.32M0.0%-25.0%1.035%
11/6/2025 Stratos Wealth Partners LTD.34,268$1.79M0.0%-9.1%0.429%
11/6/2025 REAP Financial Group LLC1,443$75K0.0%-17.1%0.018%
11/5/2025 Envestnet Asset Management Inc.10,940$572K0.0%+6.5%0.137%
11/4/2025 Mutual Advisors LLC5,496$283K0.0%-6.0%0.069%
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10/30/2025 BIP Wealth LLC6,775$354K0.0%-14.4%0.085%
10/29/2025 Wealth Enhancement Advisory Services LLC10,465$542K0.0%-9.3%0.131%
10/29/2025 Beacon Financial Advisory LLC17,095$894K0.2%-6.1%0.214%
10/27/2025 Concurrent Investment Advisors LLC37,656$1.97M0.0%+2.1%0.472%
10/24/2025 Columbia Advisory Partners LLC160,572$8.39M5.8%-0.6%2.012%
10/24/2025ORG Partners LLC7,499$387K0.1%-5.5%0.094%
10/22/2025 CoreCap Advisors LLC5,758$301K0.0%-4.0%0.072%
10/22/2025 Geneos Wealth Management Inc.515$27K0.0%-38.2%0.006%
10/22/2025 Commonwealth 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 863,086 shares in the last 24 months. This purchase volume represents approximately $43.65M 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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