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Disclosery

USMF WISDOMTREE TR

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US MULTIFACTOR (fund)

69 managers (70 13F filers) reported a position in USMF shares at 2025-06-30, 6,520,675 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
69
13F filers
70
New
9
Added
26
Reduced
28
Sold out
5
Shares held by filers
6,520,675

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,319,821$67.7M0.08%+7,90013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC793,086$40.7M0.21%-32,11613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…531,185$27.2M0.6%+40,70513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC423,772$21.7M0.01%+6,84113F-HRTimelineGroup
Bluespring Wealth Management, LLC421,751$21.6M2.06%+37,45713F-HRTimeline
Team Financial Group, LLC398,432$20.4M10.04%+22,65813F-HRTimeline
LPL Financial LLC376,170$19.3M0.01%-43,69413F-HRTimeline
Systelligence, LLC229,503$11.8M2.18%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN197,931$10.1M<0.01%+8,71613F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC161,567$8.28M6.27%+20,97813F-HRTimeline
Archer Investment Management, LLC150,176$7.7M5.59%-49,73013F-HRTimeline
Atria Investments, Inc110,206$5.65M0.07%+21,03113F-HRTimeline
WJ Wealth Management, LLC108,945$5.58M1.76%-71,12813F-HRTimeline
Defined Financial Planning LLC105,302$5.28M4.69%+19,61313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC102,226$5.24M0.01%+14,13313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…96,506$4.95M<0.01%+82,18013F-HRTimelineGroup
NewEdge Advisors, LLC81,724$4.19M0.02%+81,64913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY80,966$4.15M<0.01%-4,08713F-HRTimelineGroup
Private Advisor Group, LLC78,493$4.02M0.02%+68,30213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,342$3.71M0.01%+8,15013F-HR/ATimelineGroup
Cetera Investment Advisers55,815$2.86M<0.01%+8,96013F-HRTimeline
Financial Enhancement Group LLC53,257$2.68M0.38%-1,61413F-HRTimeline
Allworth Financial LP43,755$2.24M0.01%-97613F-HRTimeline
Cambridge Investment Research Advisors,…38,224$1.96M0.01%+4,24013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding38,084$1.95M+8,964Timeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.37,681$1.93M0.03%-30613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,301$1.91M<0.01%+18,34713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,870$1.89M0.04%-5,63813F-HRTimelineGroup
CWM, LLCin group CWM, LLC30,626$1.57M0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.29,870$1.53M0.01%+17,64113F-HRTimeline
WCG Wealth Advisors LLC28,758$1.47M0.1%-1,68013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,119$1.19M<0.01%+18,28613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,018$975K<0.01%+1,45413F-HRTimelineGroup
Beacon Financial Advisory LLC18,203$933K0.24%-2,98013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,272$783K0.02%013F-HRTimeline
Patriot Financial Group Insurance Agenc…15,115$775K0.09%-20013F-HRTimeline
Modern Wealth Management, LLC14,016$718K0.02%-68913F-HR/ATimeline
IHT Wealth Management, LLC13,666$700K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,540$596K<0.01%+2513F-HRTimeline
Bison Wealth, LLC11,304$579K0.05%-2,83213F-HRTimeline
Arkadios Wealth Advisors11,060$567K0.02%+3613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,272$527K<0.01%-1,40913F-HRTimelineGroup
Quartz Partners, LLC9,343$479K0.22%-20413F-HRTimeline
CENTAURUS FINANCIAL, INC.8,675$445K0.03%new13F-HRTimeline
ORG Partners LLC7,935$409K0.09%-25813F-HRTimeline
BIP Wealth, LLC7,914$406K0.02%-5,02913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC7,332$376K0.08%+1513F-HRTimeline
CoreCap Advisors, LLC6,000$308K0.01%-31013F-HRTimeline
Mutual Advisors, LLC5,848$300K0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.5,370$275K0.08%new13F-HRTimeline
LANARK FINANCIAL, INC.4,813$246K0.02%+5013F-HRTimeline
Sanctuary Advisors, LLC4,540$233K<0.01%-2,65913F-HRTimeline
RMR Wealth Builders4,417$226K0.02%-1513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,428$226K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,778$91.1K0.01%-16113F-HRTimeline
REAP Financial Group, LLC1,740$89.2K0.02%-14813F-HRTimeline
Kilter Group LLC1,718$88.1K0.04%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,637$83.9K<0.01%-40813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,085$55K<0.01%-16313F-HR/ATimelineGroup
Hughes Financial Services, LLC996$50.7K0.01%013F-HRTimeline
Geneos Wealth Management Inc.834$42.8K<0.01%+11213F-HRTimeline
AE Wealth Management LLC495$25.4K<0.01%+48313F-HRTimeline
Capital Advisors, Ltd. LLC233$12K<0.01%-23213F-HRTimeline
IFP Advisors, Inc178$9.12K<0.01%013F-HRTimeline
Transce3nd, LLC154$7.89K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC122$6.25K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC98$4.98K<0.01%-77213F-HRTimeline
Covestor Ltd62$3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.