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

$47.07 +0.15 (+0.32%)
Closing price 04/17/2025
Extended Trading
$47.04 -0.03 (-0.06%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
$224.35M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$17.06M
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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
4/16/2025 Wealth Enhancement Advisory Services LLC11,515$571K0.0%-21.8%0.156%
4/16/2025 Defined Financial Planning LLC85,689$4.27M4.3%+3.8%1.161%
4/15/2025 Columbia Advisory Partners LLC140,589$6.98M6.0%-10.1%1.905%
4/14/2025 Patriot Financial Group Insurance Agency LLC15,315$760K0.1%-18.4%0.208%
4/11/2025 Insight 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%
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%
2/13/2025 Defined 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%
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1/27/2025Beacon Financial Advisory LLC12,437$618K0.2%+30.7%0.189%
1/27/2025 Insight 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%
1/22/2025 Patriot 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%
1/21/2025 RFG 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%
1/14/2025 Park Avenue Securities LLC7,023$349K0.0%N/A0.107%
1/13/2025 Columbia 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%
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%
10/24/2024 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%
10/23/2024Team Financial Group LLC368,202$18.00M11.1%+2.3%5.596%
10/23/2024Allworth Financial LP46,390$2.27M0.0%-2.1%0.705%
10/22/2024Private 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%
9/5/2024Sanctuary Advisors LLC94,652$4.22M0.0%N/A1.438%
8/16/2024Northwestern Mutual Wealth Management Co.10,248$466K0.0%+43.0%0.156%
8/14/2024Team Financial Group LLC360,028$16.36M10.9%+4.7%5.472%
8/12/2024WCG Wealth Advisors LLC33,570$1.53M0.1%+8.9%0.510%
8/8/2024Envestnet Asset Management Inc.43,828$1.99M0.0%-3.5%0.666%
8/8/2024CoreCap Advisors LLC7,699$350K0.0%N/A0.117%
8/5/2024Private Advisor Group LLC113,116$5.14M0.0%+2.8%1.719%
8/2/2024Financial 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%
7/26/2024Harbour 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%
7/16/2024Envestnet Portfolio Solutions Inc.5,023$228K0.0%+13.8%0.076%
7/16/2024Great 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%
7/15/2024 RFG Advisory LLC21,306$968K0.0%+9.4%0.324%
7/12/2024Cabot Wealth Management Inc.111,485$5.07M0.7%+23.2%1.694%
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7/10/2024 NBC Securities Inc.24,685$1.12M0.1%+14.5%0.375%
5/21/2024Atria 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%
5/6/2024Envestnet Portfolio Solutions Inc.4,412$205K0.0%N/A0.067%
4/30/2024Private 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%
4/15/2024Sunbelt Securities Inc.1,506$70K0.0%-63.5%0.024%
4/15/2024Financial Enhancement Group LLC28,453$1.27M0.2%-8.6%0.446%
4/11/2024 RFG Advisory LLC19,479$907K0.0%+12.4%0.291%
(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, 64 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 ($64.01M), Private Wealth Strategies L.L.C. ($54.15M), Great Valley Advisor Group Inc. ($22.77M), Team Financial Group LLC ($18.84M), Raymond James Financial Inc. ($17.04M), and LPL Financial LLC ($12.21M).Learn more on USMF's institutional investors.

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

Of the 56 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: Lido Advisors LLC ($2.34M), Raymond James Financial Inc. ($686.05K), Archer Investment Management LLC ($276.15K), Raymond James Financial Services Advisors Inc. ($204.54K), Columbia Advisory Partners LLC ($156.32K), LPL Financial LLC ($138.73K), and Private Advisor Group LLC ($137.58K).

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

Institutional investors have bought a total of 5,066,972 shares in the last 24 months. This purchase volume represents approximately $244.41M in transactions.

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

Of the 32 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. ($311.46K), Archer Investment Management LLC ($76.24K), Stratos Wealth Partners LTD. ($69.30K), Financial Enhancement Group LLC ($56.52K), Insight Advisors LLC PA ($50.06K), Western Wealth Management LLC ($42.28K), and Allworth Financial LP ($26.86K).

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

Institutional investors have sold a total of 818,769 shares in the last 24 months. This volume of shares sold represents approximately $36.28M in transactions.


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This page (BATS:USMF) was last updated on 4/18/2025 by MarketBeat.com Staff
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