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

$50.58 -0.20 (-0.39%)
Closing price 08/5/2025 03:57 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)
50
Total
Institutional Inflows
(last 12 months)
$277.03M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$34.05M
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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
8/4/2025 Atria Investments Inc110,206$5.65M0.1%+23.6%1.381%
8/1/2025 Envestnet Asset Management Inc.10,272$527K0.0%-12.1%0.129%
7/31/2025 BIP Wealth LLC7,914$406K0.0%-38.9%0.099%
7/29/2025 Systelligence LLC229,503$11.76M2.2%N/A2.876%
7/29/2025 Stratos Wealth Partners LTD.37,681$1.93M0.0%-0.8%0.472%
7/28/2025 WJ Wealth Management LLC108,945$5.58M1.8%-39.5%1.365%
7/28/2025 Mutual Advisors LLC5,848$300K0.0%N/A0.073%
7/25/2025 CWM LLC30,626$1.57M0.0%N/A0.384%
7/25/2025 Concurrent Investment Advisors LLC36,870$1.89M0.0%-13.3%0.462%
7/24/2025 Columbia Advisory Partners LLC161,567$8.28M6.3%+14.9%2.025%
7/23/2025 Defined Financial Planning LLC105,302$5.28M4.7%+22.9%1.320%
7/22/2025 Beacon Financial Advisory LLC18,203$933K0.2%-14.1%0.228%
7/21/2025 Patriot Financial Group Insurance Agency LLC15,115$775K0.1%-1.3%0.189%
7/16/2025 ORG Partners LLC7,935$409K0.1%-3.1%0.099%
7/14/2025 Financial Enhancement Group LLC53,257$2.69M0.4%-2.9%0.667%
7/9/2025 Archer Investment Management LLC150,176$7.70M5.6%-24.9%1.882%
6/27/2025Goldman Sachs Group Inc.23,215$1.15M0.0%N/A0.291%
6/2/2025Modern Wealth Management LLC14,705$730K0.0%N/A0.191%
5/21/2025Geneos Wealth Management Inc.722$36K0.0%-48.1%0.010%
5/19/2025Jane Street Group LLC20,567$1.02M0.0%N/A0.271%
5/16/2025Goldman Sachs Group Inc.23,215$1.15M0.0%N/A0.306%
5/14/2025WCG Wealth Advisors LLC30,438$1.51M0.1%-4.9%0.402%
5/14/2025Smartleaf Asset Management LLC870$43K0.0%-98.8%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.14,326$711K0.0%+45.6%0.189%
5/13/2025Raymond James Financial Inc.416,931$20.69M0.0%+21.5%5.500%
5/13/2025HighTower Advisors LLC1,311,921$65.10M0.1%+1.8%17.308%
5/8/2025 Arkadios Wealth Advisors11,024$547K0.0%N/A0.147%
5/7/2025LPL Financial LLC419,864$20.83M0.0%+70.9%5.598%
5/7/2025 Drive Wealth Management LLC7,317$363K0.1%-23.7%0.098%
5/6/2025Cetera Investment Advisers46,855$2.33M0.0%-61.0%0.625%
5/6/2025Avantax Advisory Services Inc.12,229$607K0.0%+67.0%0.163%
5/5/2025SNS Financial Group LLC384,294$19.07M1.9%N/A5.124%
5/5/2025Private Advisor Group LLC10,191$506K0.0%-91.2%0.136%
5/2/2025 BIP Wealth LLC12,943$642K0.0%-19.5%0.173%
5/1/2025Hughes Financial Services LLC996$50K0.0%N/A0.013%
4/30/2025Allworth Financial LP44,731$2.15M0.0%+0.8%0.596%
4/30/2025 Stratos Wealth Partners LTD.37,987$1.89M0.0%-6.7%0.506%
4/29/2025 Envestnet Asset Management Inc.11,681$580K0.0%-47.1%0.156%
4/29/2025 Concurrent Investment Advisors LLC42,508$2.11M0.1%+646.7%0.567%
4/25/2025 WJ Wealth Management LLC180,073$8.94M3.2%N/A2.401%
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4/24/2025 Beacon Financial Advisory LLC21,183$1.05M0.3%+70.3%0.282%
4/23/2025 Creative Financial Designs Inc. ADV1,939$96K0.0%-29.7%0.026%
4/23/2025 Financial Enhancement Group LLC54,871$2.59M0.4%+35.5%0.732%
4/23/2025 Team Financial Group LLC375,774$18.65M10.8%-0.9%5.010%
4/22/2025 Cambridge Investment Research Advisors Inc.33,984$1.69M0.0%+126.1%0.453%
4/21/2025 ORG Partners LLC8,193$408K0.1%+135.9%0.109%
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%
2/27/2025 REAP Financial Group LLC9,279$461K0.1%-13.0%0.128%
2/25/2025 Armis 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%
2/17/2025 BIP 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%
2/13/2025 Envestnet 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%
2/10/2025 Creative Financial Designs Inc. ADV2,759$137K0.0%-15.9%0.042%
2/10/2025 Harbour 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%
2/6/2025 Atria Investments Inc86,654$4.31M0.1%-3.3%1.317%
2/5/2025Smartleaf Asset Management LLC74,177$3.69M0.4%-1.2%1.127%
2/4/2025 World Equity Group Inc.6,960$346K0.1%N/A0.106%
2/3/2025 Concurrent 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%
1/27/2025 Beacon 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%
1/27/2025 Stratos 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%
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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%
1/21/2025 Team Financial Group LLC379,142$18.84M11.3%+3.0%5.762%
1/14/2025 Financial 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%
1/10/2025 ORG 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%
(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, 70 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 ($65.10M), Private Wealth Strategies L.L.C. ($54.15M), Great Valley Advisor Group Inc. ($22.77M), LPL Financial LLC ($20.83M), Raymond James Financial Inc. ($20.69M), and SNS Financial Group LLC ($19.07M).Learn more on WisdomTree U.S. Multifactor Fund's institutional investors.

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

Of the 63 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. ($759.96K), SNS Financial Group LLC ($384.29K), LPL Financial LLC ($308.19K), Archer Investment Management LLC ($276.15K), Systelligence LLC ($229.50K), and Raymond James Financial Services Advisors Inc. ($204.54K).

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

Institutional investors have bought a total of 5,576,588 shares in the last 24 months. This purchase volume represents approximately $277.03M in transactions.

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

Of the 32 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: Archer Investment Management LLC ($125.97K), Private Advisor Group LLC ($105.28K), Smartleaf Asset Management LLC ($74.18K), Cetera Investment Advisers ($73.33K), WJ Wealth Management LLC ($71.13K), Insight Advisors LLC PA ($50.06K), and Western Wealth Management LLC ($42.28K).

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

Institutional investors have sold a total of 682,440 shares in the last 24 months. This volume of shares sold represents approximately $34.05M in transactions.


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This page (BATS:USMF) was last updated on 8/6/2025 by MarketBeat.com Staff
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