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

$50.94 +1.35 (+2.72%)
As of 03:55 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)
30
Total
Institutional Inflows
(last 12 months)
$37.33M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$17.67M
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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
1/21/2025Geneos Wealth Management Inc.1,390$69K0.0%+102.0%0.021%
1/21/2025RFG Advisory LLC19,290$958K0.0%-11.6%0.293%
1/21/2025Team Financial Group LLC379,142$18.84M11.3%+3.0%5.762%
1/14/2025 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%
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%
10/31/2024 Financial 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%
10/24/2024Patriot 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%
10/15/2024NBC 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%
8/2/2024 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%
7/26/2024Harbour Investments Inc.8,871$403K0.0%+30.6%0.135%
7/26/2024Patriot 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%
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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%
7/16/2024Insight Advisors LLC PA125,941$5.72M1.0%+19.1%1.914%
7/15/2024RFG Advisory LLC21,306$968K0.0%+9.4%0.324%
7/12/2024Cabot Wealth Management Inc.111,485$5.07M0.7%+23.2%1.694%
7/10/2024NBC Securities Inc.24,685$1.12M0.1%+14.5%0.375%
5/21/2024Atria Investments Inc76,872$3.58M0.0%+2.9%1.168%
5/7/2024Insight 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%
4/15/2024 Financial Enhancement Group LLC28,453$1.27M0.2%-8.6%0.446%
4/11/2024RFG Advisory LLC19,479$907K0.0%+12.4%0.291%
4/5/2024NBC 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%
2/7/2024NBC Securities Inc.12,316$517K0.1%+36.7%0.184%
2/6/2024 RMR Wealth Builders4,985$210K0.0%N/A0.074%
2/6/2024Private Advisor Group LLC132,149$5.56M0.0%+19.1%1.972%
2/6/2024Great Valley Advisor Group Inc.559,871$23.54M0.8%-29.4%8.356%
2/2/2024BIP 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%
1/24/2024Allworth Financial LP55,609$2.34M0.0%+12.7%0.830%
1/23/2024Insight Advisors LLC PA80,846$3.40M0.7%+11.1%1.207%
1/19/2024Patriot 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%
1/10/2024Creative Financial Designs Inc. ADV2,827$119K0.0%-29.1%0.042%
12/11/2023Sunbelt Securities Inc.4,113$158K0.0%-30.5%0.061%
11/13/2023Envestnet Asset Management Inc.91,304$3.51M0.0%+20.4%1.363%
11/13/2023WCG Wealth Advisors LLC27,995$1.08M0.1%N/A0.418%
11/9/2023BIP Wealth LLC25,840$994K0.1%+4.2%0.386%
11/8/2023HighTower 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%
11/7/2023Insight Advisors LLC PA72,747$2.80M0.6%+1.2%1.086%
11/7/2023Great Valley Advisor Group Inc.792,537$30.48M1.3%-0.4%11.829%
11/4/2023NBC Securities Inc.9,007$346K0.0%N/A0.134%
11/3/2023Private Advisor Group LLC110,921$4.27M0.0%+23.7%1.656%
10/31/2023Allworth 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%
10/19/2023Patriot 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%
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Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indicates the Oracle of Omaha is quietly preparing for a historic market crash. His most reliable crash indicator - the "Buffett indicator" - just flashed red for the first time in 25 years.

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8/11/2023V Wealth Advisors LLC24,907$966K0.2%+4.0%0.372%
8/10/2023Private Advisor Group LLC89,664$3.54M0.0%+10.5%1.338%
8/10/2023Cetera Advisor Networks LLC8,295$322K0.0%+43.6%0.124%
8/10/2023Cetera Investment Advisers9,231$358K0.0%+31.6%0.138%
8/8/2023KLR Investment Advisors LLC48,081$1.86M1.5%+2.5%0.718%
8/7/2023Insight Advisors LLC PA71,890$2.79M0.6%+36.3%1.073%
8/4/2023Envestnet Asset Management Inc.75,831$2.94M0.0%+4.3%1.132%
8/3/2023RFG Advisory LLC14,492$562K0.0%-6.7%0.216%
7/31/2023LPL Financial LLC78,183$3.03M0.0%+6.5%1.153%
7/27/2023BIP Wealth LLC24,809$962K0.1%+95.3%0.366%
(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, 49 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 ($18.84M), Raymond James Financial Services Advisors Inc. ($10.50M), Columbia Advisory Partners LLC ($7.77M), and Insight Advisors LLC PA ($5.72M).Learn more on USMF's institutional investors.

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

Of the 44 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), Columbia Advisory Partners LLC ($156.32K), Private Advisor Group LLC ($135.46K), HighTower Advisors LLC ($112.08K), Sanctuary Advisors LLC ($103.74K), Private Wealth Strategies L.L.C. ($92.93K), 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 1,431,642 shares in the last 24 months. This purchase volume represents approximately $61.28M in transactions.

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

Of the 23 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 ($56.99K), 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 746,752 shares in the last 24 months. This volume of shares sold represents approximately $30.73M in transactions.


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This page (BATS:USMF) was last updated on 1/21/2025 by MarketBeat.com Staff
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