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Disclosery

USMF WISDOMTREE TR

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US MULTIFACTOR (fund)

62 managers (62 13F filers) reported a position in USMF shares at 2024-12-31, 7,069,339 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
62
13F filers
62
New
11
Added
15
Reduced
26
Sold out
10
Shares held by filers
7,069,339

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Lido Advisors, LLCin group Lido Advisors, LLC2,337,374$116M0.73%new13F-HRTimelineGroup
HighTower Advisors, LLC1,288,412$64M0.09%-1,97613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…458,373$22.8M0.51%-5,93613F-HRTimelineGroup
Team Financial Group, LLC379,142$18.8M10.8%+10,94013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC343,024$17M0.01%13F-HR/ATimelineGroup
Archer Investment Management, LLC276,149$13.7M8.45%13F-HRTimeline
LPL Financial LLC245,663$12.2M<0.01%+133,99013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC156,323$7.77M7.22%new13F-HRTimeline
Insight Advisors, LLC/ PA145,596$7.24M1.24%+9,19313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN131,466$6.53M<0.01%+42,42513F-HRTimelineGroup
Cetera Investment Advisers120,183$5.97M0.01%+108,65513F-HRTimeline
Private Advisor Group, LLC115,467$5.74M0.03%+2,11213F-HRTimeline
Sanctuary Advisors, LLC105,121$5.45M0.03%+1,38513F-HRTimeline
Atria Investments, Inc86,654$4.3M0.05%-2,95813F-HRTimeline
Defined Financial Planning LLC82,567$4.1M4.38%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY82,530$4.1M<0.01%-1,46313F-HR/ATimelineGroup
Smartleaf Asset Management LLC74,177$3.69M0.38%-87313F-HRTimeline
Allworth Financial LP44,356$2.26M0.01%-2,03413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC44,809$2.23M<0.01%+35,02913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.40,695$2.02M0.03%+43913F-HRTimelineGroup
Financial Enhancement Group LLC40,497$2M0.31%-20,96713F-HRTimeline
Bison Wealth, LLC38,176$1.9M0.23%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,407$1.86M<0.01%+6,10713F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,502$1.81M<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC31,994$1.59M0.11%-40013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC29,105$1.45M0.02%+2,43213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,588$1.17M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding22,094$1.1M-26,386Timeline
RFG Advisory, LLC19,290$958K0.03%-2,53413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,057$947K<0.01%-2,83213F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…18,757$932K0.13%-79313F-HRTimeline
BIP Wealth, LLC16,075$799K0.05%-1,58713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,272$759K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…15,033$747K<0.01%+3,32213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,720$731K<0.01%-83113F-HR/ATimeline
Quartz Partners, LLC12,698$631K0.38%-713F-HRTimeline
Beacon Financial Advisory LLC12,437$618K0.2%+2,92313F-HRTimeline
1832 Asset Management L.P.10,550$524K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,841$489K<0.01%-1413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,745$484K0.01%-27213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC9,584$476K0.12%-1613F-HRTimeline
REAP Financial Group, LLC9,279$461K0.11%-1,39213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,043$400K<0.01%-83013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,324$364K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC7,289$362K0.02%-26013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,023$349K<0.01%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.6,960$346K0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,693$283K0.01%new13F-HRTimelineGroup
RMR Wealth Builders4,621$230K0.02%-2613F-HR/ATimeline
ORG Partners LLC3,473$173K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,759$137K0.01%-52113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,108$105K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,390$69.1K<0.01%+70213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,248$62K<0.01%-90113F-HRTimelineGroup
UBS Group AGin group UBS Group AG475$23.6K<0.01%-23713F-HRTimelineGroup
Capital Advisors, Ltd. LLC465$23K<0.01%013F-HRTimeline
Covestor Ltd233$12K0.01%+1113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…185$9.41K<0.01%013F-HRTimeline
Transce3nd, LLC154$7.65K<0.01%13F-HRTimeline
NewEdge Advisors, LLC75$3.73K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.27$1.39K0.13%-25,77013F-HRTimeline
AE Wealth Management LLC12$596<0.01%new13F-HRTimeline