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Disclosery

USMF WISDOMTREE TR

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US MULTIFACTOR (fund)

66 managers (66 13F filers) reported a position in USMF shares at 2025-03-31, 6,081,593 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
66
13F filers
66
New
10
Added
20
Reduced
29
Sold out
6
Shares held by filers
6,081,593

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HighTower Advisors, LLC1,311,921$65.1M0.09%+23,50913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC825,202$40.9M0.24%-1,512,17213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…490,480$24.3M0.52%+32,10713F-HRTimelineGroup
LPL Financial LLC419,864$20.8M0.01%+174,20113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC416,931$20.7M0.01%+73,90713F-HRTimelineGroup
Bluespring Wealth Management, LLC384,294$19.1M1.94%new13F-HRTimeline
Team Financial Group, LLC375,774$18.6M10.76%-3,36813F-HRTimeline
Archer Investment Management, LLC199,906$9.92M6.86%-76,24313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN189,215$9.39M<0.01%+57,74913F-HRTimelineGroup
WJ Wealth Management, LLC180,073$8.94M3.16%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC140,589$6.98M6.05%-15,73413F-HRTimeline
Insight Advisors, LLC/ PA95,536$4.74M0.83%-50,06013F-HRTimeline
Atria Investments, Inc89,175$4.42M0.06%+2,52113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC88,093$4.37M0.01%+43,28413F-HRTimeline
Defined Financial Planning LLC85,689$4.27M4.33%+3,12213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY85,053$4.22M<0.01%+2,52313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,192$3.19M0.01%+26,78513F-HRTimelineGroup
Financial Enhancement Group LLC54,871$2.59M0.4%+14,37413F-HRTimeline
Cetera Investment Advisers46,855$2.32M<0.01%-73,32813F-HRTimeline
Allworth Financial LP44,731$2.15M0.01%+37513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,508$2.11M0.05%+36,81513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.37,987$1.88M0.03%-2,70813F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,984$1.69M0.01%+18,95113F-HRTimeline
WCG Wealth Advisors LLC30,438$1.51M0.11%-1,55613F-HR/ATimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC29,120$1.44M0.02%+1513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,215$1.15M<0.01%new13F-HR/ATimelineGroup
Beacon Financial Advisory LLC21,183$1.05M0.32%+8,74613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,567$1.02M<0.01%new13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,954$940K<0.01%-17,54813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,564$872K<0.01%-1,49313F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…15,315$760K0.1%-3,44213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,272$758K0.02%013F-HRTimeline
Modern Wealth Management, LLC14,705$730K0.02%new13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,326$711K<0.01%+4,48513F-HRTimelineGroup
Bison Wealth, LLC14,136$701K0.07%-24,04013F-HRTimeline
BIP Wealth, LLC12,943$642K0.04%-3,13213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,229$607K<0.01%+4,90513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,681$580K<0.01%-10,41313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,515$571K<0.01%-3,20513F-HRTimeline
Arkadios Wealth Advisors11,024$547K0.02%new13F-HRTimeline
1832 Asset Management L.P.10,550$523K<0.01%013F-HRTimeline
Private Advisor Group, LLC10,191$506K<0.01%-105,27613F-HRTimeline
Quartz Partners, LLC9,547$474K0.29%-3,15113F-HRTimeline
ORG Partners LLC8,193$408K0.1%+4,72013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC7,317$363K0.09%-2,26713F-HRTimeline
Sanctuary Advisors, LLC7,199$357K<0.01%-97,92213F-HRTimeline
CoreCap Advisors, LLC6,310$313K0.01%-97913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,833$240K<0.01%-18,75513F-HRTimelineGroup
LANARK FINANCIAL, INC.4,763$236K0.02%+4,73613F-HRTimeline
RMR Wealth Builders4,432$220K0.02%-18913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,045$101K<0.01%-6313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,939$96.2K0.01%-82013F-HRTimeline
REAP Financial Group, LLC1,888$93.7K0.02%-7,39113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,248$62K<0.01%013F-HR/ATimelineGroup
Hughes Financial Services, LLC996$49.6K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC870$42.9K<0.01%-73,30713F-HRTimeline
Geneos Wealth Management Inc.722$35.8K<0.01%-66813F-HRTimeline
Capital Advisors, Ltd. LLC465$23K<0.01%013F-HRTimeline
PSI Advisors, LLC372$18.5K0.01%new13F-HRTimeline
IFP Advisors, Inc178$8.83K<0.01%new13F-HRTimeline
Transce3nd, LLC154$7.64K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC122$6.05K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC75$3.72K<0.01%013F-HRTimeline
Covestor Ltd62$3K<0.01%-17113F-HRTimeline
AE Wealth Management LLC12$595<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-18513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.