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Disclosery

USMF WISDOMTREE TR

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US MULTIFACTOR (fund)

65 managers (66 13F filers) reported a position in USMF shares at 2025-09-30, 5,981,894 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
65
13F filers
66
New
8
Added
22
Reduced
29
Sold out
10
Shares held by filers
5,981,894

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,336,688$69.9M0.08%+16,86713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC765,052$40M0.16%-28,03413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…562,690$29.4M0.59%+31,50513F-HRTimelineGroup
Bluespring Wealth Management, LLC439,745$23M2%+17,99413F-HRTimeline
Team Financial Group, LLC405,537$21.2M9.82%+7,10513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC360,613$18.8M0.01%-63,15913F-HRTimelineGroup
LPL Financial LLC246,450$12.9M<0.01%-129,72013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN209,400$10.9M<0.01%+11,46913F-HRTimelineGroup
Archer Investment Management, LLC163,353$8.54M5.24%+13,17713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC160,572$8.39M5.8%-99513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC111,938$5.85M0.01%+9,71213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…98,416$5.14M<0.01%+1,91013F-HRTimelineGroup
Cetera Investment Advisers95,601$5M0.01%+39,78613F-HRTimeline
Atria Investments, Inc82,601$4.32M0.05%-27,60513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY82,306$4.3M<0.01%+1,34013F-HR/ATimelineGroup
Defined Financial Planning LLC80,252$4.17M3.46%-25,05013F-HRTimeline
NewEdge Advisors, LLC78,093$4.08M0.02%-3,63113F-HRTimeline
Private Advisor Group, LLC69,846$3.65M0.02%-8,64713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,244$3.55M<0.01%-4,09813F-HRTimelineGroup
Financial Enhancement Group LLC56,210$2.92M0.39%+2,95313F-HRTimeline
Allworth Financial LP41,660$2.18M0.01%-2,09513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding40,381$2.11M+2,297Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,656$1.97M0.03%+78613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,268$1.79M0.02%-3,41313F-HRTimelineGroup
Cambridge Investment Research Advisors,…32,989$1.72M<0.01%-5,23513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP29,800$1.56M<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC28,304$1.48M0.09%-45413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,851$1.09M<0.01%+1,83313F-HR/ATimelineGroup
United Advisor Group, LLC19,046$996K0.13%new13F-HRTimeline
Beacon Financial Advisory LLC17,095$894K0.21%-1,10813F-HRTimeline
Summit Financial, LLC17,038$891K0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,272$798K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,965$782K<0.01%-8,15413F-HRTimelineGroup
Modern Wealth Management, LLC14,058$735K0.01%+4213F-HRTimeline
IHT Wealth Management, LLC13,400$700K0.02%-26613F-HRTimeline
CWM, LLCin group CWM, LLC11,918$623K<0.01%-18,70813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,940$572K<0.01%+66813F-HRTimelineGroup
Arkadios Wealth Advisors10,923$571K0.01%-13713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,465$542K<0.01%-1,07513F-HRTimeline
Quartz Partners, LLC9,274$485K0.18%-6913F-HRTimeline
CENTAURUS FINANCIAL, INC.8,702$455K0.02%+2713F-HRTimeline
ORG Partners LLC7,499$387K0.07%-43613F-HRTimeline
BIP Wealth, LLC6,775$354K0.02%-1,13913F-HRTimeline
OLD MISSION CAPITAL LLC6,501$340K0.01%new13F-HRTimeline
CoreCap Advisors, LLC5,758$301K0.01%-24213F-HRTimeline
WORLD EQUITY GROUP, INC.5,470$286K0.06%+10013F-HRTimeline
Mutual Advisors, LLC5,496$283K0.01%-35213F-HRTimeline
Soltis Investment Advisors LLC5,295$277K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.4,793$251K0.02%-2013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,428$231K0.01%013F-HRTimeline
RMR Wealth Builders4,352$227K0.02%-6513F-HRTimeline
FMA Wealth Management, LLC4,010$210K0.14%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,778$92.9K0.01%013F-HRTimeline
Kilter Group LLC1,738$90.8K0.04%+2013F-HRTimeline
REAP Financial Group, LLC1,443$75.4K0.02%-29713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,085$56K<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC996$50.9K0.01%013F-HRTimeline
Geneos Wealth Management Inc.515$26.9K<0.01%-31913F-HRTimeline
AE Wealth Management LLC495$25.9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG300$15.7K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC233$12K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC125$6.53K<0.01%+313F-HRTimelineGroup
Smartleaf Asset Management LLC92$4.81K<0.01%-613F-HRTimeline
Covestor Ltd63$3K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.42$2.19K<0.01%new13F-HRTimeline