Free Trial
→ Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (From Behind the Markets) (Ad) Free USMF Stock Alerts

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

$50.39 +0.63 (+1.26%)
(As of 12/20/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$28.51M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$18.50M
Get USMF Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. Multifactor Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

USMF Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary 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%
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%
9/5/2024 Sanctuary Advisors LLC94,652$4.22M0.0%N/A1.438%
8/16/2024 Northwestern Mutual Wealth Management Co.10,248$466K0.0%+43.0%0.156%
8/14/2024 Team Financial Group LLC360,028$16.36M10.9%+4.7%5.472%
8/12/2024 WCG Wealth Advisors LLC33,570$1.53M0.1%+8.9%0.510%
8/8/2024 Envestnet Asset Management Inc.43,828$1.99M0.0%-3.5%0.666%
8/8/2024 CoreCap Advisors LLC7,699$350K0.0%N/A0.117%
8/5/2024 Private Advisor Group LLC113,116$5.14M0.0%+2.8%1.719%
8/2/2024 Financial Enhancement Group LLC26,791$1.25M0.2%-5.8%0.407%
8/1/2024Private Wealth Strategies L.L.C.1,191,758$54.15M10.9%+1.8%18.112%
7/26/2024 Harbour Investments Inc.8,871$403K0.0%+30.6%0.135%
7/26/2024 Patriot Financial Group Insurance Agency LLC20,924$951K0.1%-2.8%0.318%
7/20/2024Raymond James Financial Services Advisors Inc.231,017$10.50M0.0%+772.6%3.511%
7/19/2024Raymond James & Associates66,168$3.01M0.0%-12.2%1.006%
7/16/2024 Envestnet Portfolio Solutions Inc.5,023$228K0.0%+13.8%0.076%
7/16/2024 Great Valley Advisor Group Inc.462,358$21.01M0.6%-8.8%7.027%
7/16/2024 Wealth Enhancement Advisory Services LLC15,043$684K0.0%N/A0.229%
7/16/2024 Insight Advisors LLC PA125,941$5.72M1.0%+19.1%1.914%
7/15/2024RFG Advisory LLC21,306$968K0.0%+9.4%0.324%
7/12/2024 Cabot Wealth Management Inc.111,485$5.07M0.7%+23.2%1.694%
7/10/2024 NBC Securities Inc.24,685$1.12M0.1%+14.5%0.375%
5/21/2024 Atria Investments Inc76,872$3.58M0.0%+2.9%1.168%
5/7/2024 Insight Advisors LLC PA105,775$4.92M0.9%+30.8%1.608%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life-changing for those who are prepared. Why? Because altcoin prices are about to explode.

>> Register for the Workshop Now
5/6/2024 Envestnet Portfolio Solutions Inc.4,412$205K0.0%N/A0.067%
4/30/2024 Private Advisor Group LLC110,041$5.12M0.0%-16.7%1.672%
4/23/2024KLR Investment Advisors LLC30,812$1.37M1.0%-11.0%0.483%
4/23/2024Raymond James Financial Services Advisors Inc.26,474$1.23M0.0%-3.9%0.415%
4/15/2024 Sunbelt Securities Inc.1,506$70K0.0%-63.5%0.024%
4/15/2024 Financial Enhancement Group LLC28,453$1.27M0.2%-8.6%0.446%
4/11/2024RFG Advisory LLC19,479$907K0.0%+12.4%0.291%
4/5/2024 NBC Securities Inc.21,564$1.11M0.1%+75.1%0.322%
2/12/2024Private Wealth Strategies L.L.C.1,169,396$49.18M10.9%+1.5%17.454%
2/8/2024KLR Investment Advisors LLC34,616$1.46M1.1%-26.1%0.517%
2/7/2024 NBC Securities Inc.12,316$517K0.1%+36.7%0.184%
2/6/2024 RMR Wealth Builders4,985$210K0.0%N/A0.074%
2/6/2024 Private Advisor Group LLC132,149$5.56M0.0%+19.1%1.972%
2/6/2024 Great Valley Advisor Group Inc.559,871$23.54M0.8%-29.4%8.356%
2/2/2024 BIP Wealth LLC23,995$1.01M0.1%-7.1%0.358%
1/25/2024RFG Advisory LLC17,337$729K0.0%+21.2%0.259%
1/24/2024Stratos Wealth Partners LTD.49,680$2.09M0.0%-44.8%0.741%
1/24/2024 Allworth Financial LP55,609$2.34M0.0%+12.7%0.830%
1/23/2024 Insight Advisors LLC PA80,846$3.40M0.7%+11.1%1.207%
1/19/2024 Patriot Financial Group Insurance Agency LLC21,423$901K0.2%-5.8%0.320%
1/18/2024 Financial Enhancement Group LLC31,130$1.32M0.2%-47.2%0.465%
1/16/2024Raymond James & Associates59,881$2.52M0.0%+2.4%0.894%
1/12/2024 My Legacy Advisors LLC11,819$502K0.2%-64.5%0.176%
1/10/2024 Creative Financial Designs Inc. ADV2,827$119K0.0%-29.1%0.042%
12/11/2023 Sunbelt Securities Inc.4,113$158K0.0%-30.5%0.061%
11/13/2023 Envestnet Asset Management Inc.91,304$3.51M0.0%+20.4%1.363%
11/13/2023 WCG Wealth Advisors LLC27,995$1.08M0.1%N/A0.418%
11/9/2023 BIP Wealth LLC25,840$994K0.1%+4.2%0.386%
11/8/2023 HighTower Advisors LLC1,264,550$48.63M0.1%+1.5%18.874%
11/8/2023KLR Investment Advisors LLC46,870$1.76M1.6%-2.5%0.700%
11/7/2023 Insight Advisors LLC PA72,747$2.80M0.6%+1.2%1.086%
11/7/2023 Great Valley Advisor Group Inc.792,537$30.48M1.3%-0.4%11.829%
11/4/2023 NBC Securities Inc.9,007$346K0.0%N/A0.134%
11/3/2023 Private Advisor Group LLC110,921$4.27M0.0%+23.7%1.656%
10/31/2023 Allworth Financial LP49,324$1.90M0.0%-12.9%0.736%
10/26/2023 Park Avenue Securities LLC8,983$345K0.0%N/A0.134%
10/24/2023Stratos Wealth Partners LTD.90,014$3.46M0.1%-2.7%1.343%
10/24/2023Raymond James & Associates58,470$2.25M0.0%+14.3%0.873%
10/20/2023 My Legacy Advisors LLC33,276$1.27M0.5%+8.0%0.497%
10/19/2023 Patriot Financial Group Insurance Agency LLC22,748$875K0.2%+3.4%0.340%
10/17/2023 Financial Enhancement Group LLC58,924$2.30M0.4%-1.0%0.879%
10/10/2023Private Wealth Strategies L.L.C.1,151,817$44.30M10.7%+2.1%17.191%
8/11/2023V Wealth Advisors LLC24,907$966K0.2%+4.0%0.372%
8/10/2023 Private Advisor Group LLC89,664$3.54M0.0%+10.5%1.338%
8/10/2023Cetera Advisor Networks LLC8,295$322K0.0%+43.6%0.124%
8/10/2023 Cetera Investment Advisers9,231$358K0.0%+31.6%0.138%
8/8/2023KLR Investment Advisors LLC48,081$1.86M1.5%+2.5%0.718%
8/7/2023 Insight Advisors LLC PA71,890$2.79M0.6%+36.3%1.073%
8/4/2023 Envestnet Asset Management Inc.75,831$2.94M0.0%+4.3%1.132%
8/3/2023RFG Advisory LLC14,492$562K0.0%-6.7%0.216%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69% dividend from Tesla… Which could put up to $7,013 in your pocket every month…

Click here to discover the new #1 way to invest in Tesla
7/31/2023 LPL Financial LLC78,183$3.03M0.0%+6.5%1.153%
7/27/2023 BIP Wealth LLC24,809$962K0.1%+95.3%0.366%
7/26/2023 Capital Advisors Ltd. LLC1,768$69K0.0%-43.3%0.026%
7/26/2023 Creative Financial Designs Inc. ADV3,301$128K0.0%+104.8%0.049%
7/25/2023Raymond James Financial Services Advisors Inc.27,549$1.07M0.0%-6.0%0.406%
7/25/2023Raymond James & Associates51,163$1.98M0.0%N/A0.755%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC4,622$179K0.0%+11.2%0.068%
7/18/2023 Allworth Financial LP56,597$2.19M0.0%-8.5%0.835%
7/18/2023Stratos Wealth Partners LTD.92,473$3.59M0.1%-22.3%1.364%
7/17/2023 Patriot Financial Group Insurance Agency LLC22,003$853K0.2%-1.1%0.325%
(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, 46 institutional investors and hedge funds held shares of WisdomTree U.S. Multifactor Fund. The most heavily invested institutionals were HighTower Advisors LLC ($63.07M), Private Wealth Strategies L.L.C. ($54.15M), Great Valley Advisor Group Inc. ($22.69M), Team Financial Group LLC ($18.00M), Raymond James Financial Services Advisors Inc. ($10.50M), Insight Advisors LLC PA ($5.72M), and Private Advisor Group LLC ($5.54M).Learn more on USMF's institutional investors.

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

Of the 42 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: Raymond James Financial Services Advisors Inc. ($204.54K), Private Advisor Group LLC ($137.14K), HighTower Advisors LLC ($112.08K), Sanctuary Advisors LLC ($103.74K), Private Wealth Strategies L.L.C. ($92.93K), Allworth Financial LP ($79.27K), and Insight Advisors LLC PA ($78.40K).

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

Institutional investors have bought a total of 1,341,521 shares in the last 24 months. This purchase volume represents approximately $55.72M in transactions.

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

Of the 24 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. ($361.77K), Raymond James Financial Services Advisors Inc. ($83.42K), Stratos Wealth Partners LTD. ($69.30K), Financial Enhancement Group LLC ($36.02K), Allworth Financial LP ($24.83K), My Legacy Advisors LLC ($23.18K), and Insight Advisors LLC PA ($22.87K).

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

Institutional investors have sold a total of 740,264 shares in the last 24 months. This volume of shares sold represents approximately $30.16M in transactions.


Related Companies

This page (BATS:USMF) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
This Crypto Is Set to Explode in December
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Your bank is lying to you.
You might think you have your money in a high-yield savings account, but do you really? The national average A...
MyBankTracker | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Buffett's Oil Bet + This 22% Dividend Play
Warren Buffett has been quietly amassing a massive position in oil stocks. But while Buffett's picks (Occid...
Investors Alley | Sponsored