Skip to content
Disclosery

USMF WISDOMTREE TR

Follow

US MULTIFACTOR (fund)

71 managers (73 13F filers) reported a position in USMF shares at 2026-06-30, 3,850,691 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
71
13F filers
73
New
4
Added
19
Reduced
40
Sold out
6
Shares held by filers
3,850,691

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC1,366,387$74.1M0.07%+3,25613F-HRTimeline
Bluespring Wealth Management, LLC594,894$32.3M0.62%+142,86113F-HRTimeline
Team Financial Group, LLC285,798$15.5M6.58%-80,51113F-HRTimeline
LPL Financial LLC198,528$10.8M<0.01%-27,64713F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…192,415$10.4M2.63%-165,69513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN139,075$7.54M<0.01%-21,72713F-HRTimelineGroup
Cetera Investment Advisers100,409$5.45M<0.01%-3,32313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.92,605$5.02M0.08%-545,11313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC82,649$4.48M0.27%+3,12213F-HRTimeline
NewEdge Advisors, LLC60,076$3.26M0.01%-2,17213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY47,669$2.59M<0.01%-1,92613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,404$2.3M<0.01%-4,20913F-HRTimelineGroup
Allworth Financial LP37,215$2.02M0.01%-55913F-HRTimeline
Private Advisor Group, LLC34,736$1.88M0.01%-2,54213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,290$1.75M0.02%-613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,885$1.68M<0.01%+18,47213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,500$1.55M<0.01%-1,93113F-HRTimelineGroup
Integrated Wealth Concepts LLC26,377$1.43M0.01%-9,17713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP25,904$1.41M<0.01%+19,60413F-HRTimelineGroup
Archer Investment Management, LLC24,356$1.32M0.45%-2,01113F-HRTimeline
WCG Wealth Advisors LLC22,109$1.2M0.03%-4,61613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,774$1.18M<0.01%-16,36313F-HRTimelineGroup
Merit Financial Group, LLC21,404$1.16M0.01%-44,33113F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,630$1.11M<0.01%-8,14913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding19,307$1.05M-23,353Timeline
IHT Wealth Management, LLC17,530$951K0.02%+2,99613F-HRTimeline
WealthPoint Financial, LLC16,724$907K0.66%-3,54213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,594$900K<0.01%+4,67913F-HRTimelineGroup
Summit Financial, LLC15,542$843K0.01%-87913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,272$828K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,272$828K<0.01%-5,91513F-HRTimelineGroup
Modern Wealth Management, LLC14,191$770K0.01%+4713F-HRTimeline
United Advisor Group, LLC13,863$752K0.08%-1,14613F-HRTimeline
Beacon Financial Advisory LLC13,798$748K0.15%-32913F-HRTimeline
Cambridge Investment Research Advisors,…11,429$620K<0.01%-2,20913F-HR/ATimeline
Keating Financial Advisory Services, In…10,941$593K0.08%-25,37413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC10,868$589K0.33%-36613F-HRTimeline
Quantinno Capital Management LP8,911$483K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC8,872$481K0.29%+413F-HRTimeline
UBS Group AGgroup of 2 filers holding8,859$481K+173Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,461$459K<0.01%-14,74213F-HRTimelineGroup
&PARTNERS7,919$430K<0.01%-4,11213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,488$406K<0.01%+1,04513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,205$391K<0.01%-71213F-HRTimeline
WORLD EQUITY GROUP, INC.6,170$335K0.07%+7513F-HRTimeline
Financial Enhancement Group LLC5,807$315K0.04%+5513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,120$274K<0.01%+1113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,048$274K<0.01%-668,59713F-HRTimelineGroup
Mutual Advisors, LLC4,960$269K0.01%-113F-HRTimeline
FLOW TRADERS U.S. LLC4,832$262K0.01%-79413F-HRTimeline
Bison Wealth, LLC4,742$253K0.02%+1613F-HRTimeline
CoreCap Advisors, LLC4,505$244K0.01%-49813F-HRTimeline
BIP Wealth, LLC4,206$228K0.01%-3,73113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,819$207K<0.01%-2,96613F-HRTimelineGroup
Arkadios Wealth Advisors3,757$204K<0.01%-3,20613F-HRTimeline
RMR Wealth Builders3,704$201K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,484$189K0.01%-3,08413F-HRTimeline
LANARK FINANCIAL, INC.3,355$182K0.01%+11813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,210$120K<0.01%+4713F-HRTimelineGroup
FMR LLCin group FMR LLC1,749$94.9K<0.01%+1,06613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,597$86.6K<0.01%013F-HRTimeline
Hughes Financial Services, LLC996$54K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.671$36.4K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.591$32.1K<0.01%+35013F-HRTimeline
AE Wealth Management LLC483$26.2K<0.01%-1213F-HRTimeline
Capital Advisors, Ltd. LLC233$13K<0.01%013F-HRTimeline
Regatta Research & Money Management196$10.6K0.01%13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC101$5.48K<0.01%013F-HRTimelineGroup
Planning Strategies Inc.97$5.26K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC92$4.94K<0.01%013F-HRTimeline
SHP Wealth Management31$1.68K<0.01%013F-HRTimeline