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

$53.61 0.00 (0.00%)
As of 07/10/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$75.48M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$47.95M
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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
7/8/2026 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%
6/26/2026WealthPoint 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%
5/7/2026 World 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%
4/20/2026 Financial 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%
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%
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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%
1/23/2026 Financial 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%
1/13/2026 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%
1/8/2026Wealth 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%
11/17/2025 FMA 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%
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%
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10/22/2025 CoreCap 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%
10/15/2025Defined Financial Planning LLC80,252$4.17M3.5%-23.8%1.006%
10/9/2025 Financial Enhancement Group LLC56,210$2.92M0.4%+5.5%0.704%
10/9/2025 Archer Investment Management LLC163,353$8.54M5.2%+8.8%2.047%
10/7/2025Team Financial Group LLC405,537$21.20M9.8%+1.8%5.082%
9/4/2025Osaic Holdings Inc.72,342$3.71M0.0%+12.7%0.907%
8/29/2025Centaurus Financial Inc.8,675$445K0.0%N/A0.109%


USMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 87 institutional investors and hedge funds held shares of WisdomTree U.S. Multifactor Fund. The most heavily invested institutionals were HighTower Advisors LLC ($69.29M), Private Wealth Strategies L.L.C. ($54.15M), Lido Advisors LLC ($33.27M), Great Valley Advisor Group Inc. ($30.26M), SNS Financial Group LLC ($22.51M), Raymond James Financial Inc. ($18.85M), and Team Financial Group LLC ($18.09M).Learn more on WisdomTree U.S. Multifactor Fund's institutional investors.

Of the 76 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 1,487,051 shares in the last 24 months. This purchase volume represents approximately $75.48M in transactions.

Of the 42 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: Lido Advisors LLC ($151.56K), Columbia Advisory Partners LLC ($150.33K), Commonwealth Equity Services LLC ($96.30K), WJ Wealth Management LLC ($71.13K), Archer Investment Management LLC ($64.04K), Raymond James Financial Inc. ($63.16K), and Financial Enhancement Group LLC ($52.07K).

Institutional investors have sold a total of 944,862 shares in the last 24 months. This volume of shares sold represents approximately $47.95M in transactions.


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This page (BATS:USMF) was last updated on 7/13/2026 by MarketBeat.com Staff.
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