Skip to content
Disclosery

USMF WISDOMTREE TR

Follow

US MULTIFACTOR (fund)

72 managers (73 13F filers) reported a position in USMF shares at 2025-12-31, 5,962,405 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
72
13F filers
73
New
7
Added
19
Reduced
33
Sold out
4
Shares held by filers
5,962,405

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HighTower Advisors, LLC1,351,735$69.3M0.08%+15,04713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC763,591$39.9M0.16%-1,46113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…590,319$30.3M0.58%+27,62913F-HRTimelineGroup
Bluespring Wealth Management, LLC439,208$22.5M1.94%-53713F-HRTimeline
Team Financial Group, LLC416,147$21.3M9.68%+10,61013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC318,803$16.3M0.01%-41,81013F-HRTimelineGroup
LPL Financial LLC265,377$13.6M<0.01%+18,92713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN207,982$10.7M<0.01%-1,41813F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC128,345$6.58M4.48%-32,22713F-HRTimeline
Cetera Investment Advisers107,643$5.52M0.01%+12,04213F-HRTimeline
Archer Investment Management, LLC101,325$5.19M2.79%-62,02813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…89,980$4.61M<0.01%-8,43613F-HR/ATimelineGroup
EVOLVE PRIVATE WEALTH, LLC79,306$4.07M0.24%13F-HRTimeline
Atria Investments, Inc76,678$3.93M0.04%-5,92313F-HRTimeline
Keating Financial Advisory Services, In…75,929$3.89M0.53%13F-HRTimeline
Mariner, LLCin group Mariner, LLC72,296$3.71M<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC71,754$3.68M0.03%new13F-HRTimeline
NewEdge Advisors, LLC70,808$3.63M0.01%-7,28513F-HRTimeline
Financial Enhancement Group LLC54,906$2.83M0.37%-1,30413F-HRTimeline
Private Advisor Group, LLC47,837$2.45M0.01%-22,00913F-HRTimeline
Allworth Financial LP40,086$2.05M0.01%-1,57413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY38,536$1.98M<0.01%-43,77013F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding37,144$1.9M-3,237Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP35,900$1.84M<0.01%+6,10013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,665$1.78M0.02%-2,99113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,797$1.68M0.02%-1,47113F-HRTimelineGroup
CWM, LLCin group CWM, LLC31,147$1.6M<0.01%+19,22913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,755$1.53M<0.01%-38,48913F-HRTimelineGroup
WCG Wealth Advisors LLC27,387$1.4M0.04%-91713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,024$1.39M<0.01%+6,17313F-HRTimelineGroup
United Advisor Group, LLC26,948$1.38M0.18%+7,90213F-HRTimeline
WealthPoint Financial, LLC18,810$964K0.84%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,228$934K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,643$802K<0.01%-96,29513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC15,272$783K0.01%013F-HR/ATimeline
Beacon Financial Advisory LLC15,207$780K0.18%-1,88813F-HRTimeline
Cambridge Investment Research Advisors,…14,376$737K<0.01%-18,61313F-HRTimeline
Modern Wealth Management, LLC14,093$722K0.01%+3513F-HRTimeline
IHT Wealth Management, LLC13,852$710K0.02%+45213F-HRTimeline
Summit Financial, LLC12,403$636K0.01%-4,63513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,941$612K<0.01%+1,00113F-HRTimelineGroup
&PARTNERS10,774$552K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors10,488$538K0.01%-43513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,247$479K<0.01%-1,21813F-HRTimeline
Quartz Partners, LLC9,290$476K0.18%+1613F-HRTimeline
TopTier Wealth Management, LLC9,080$465K0.32%13F-HRTimeline
CENTAURUS FINANCIAL, INC.6,557$336K0.02%-2,14513F-HRTimeline
WORLD EQUITY GROUP, INC.5,870$301K0.08%+40013F-HRTimeline
Mutual Advisors, LLC5,377$276K0.01%-11913F-HRTimeline
CoreCap Advisors, LLC5,357$275K0.01%-40113F-HRTimeline
BIP Wealth, LLC5,176$265K0.01%-1,59913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,875$250K<0.01%new13F-HRTimelineGroup
Bison Wealth, LLC4,709$233K0.03%new13F-HRTimeline
Soltis Investment Advisors LLC4,455$228K0.02%-84013F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,457$228K0.01%+2913F-HRTimeline
RMR Wealth Builders4,367$224K0.02%+1513F-HRTimeline
LANARK FINANCIAL, INC.4,346$223K0.02%-44713F-HRTimeline
FMA Wealth Management, LLC4,284$220K0.14%+27413F-HRTimeline
SWMG, LLC3,933$203K0.06%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,754$89.9K0.01%-2413F-HRTimeline
Kilter Group LLC1,738$89.1K0.04%013F-HRTimeline
REAP Financial Group, LLC1,367$70.1K0.01%-7613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,085$55K<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC996$51.1K0.01%013F-HRTimeline
AE Wealth Management LLC495$25.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC443$22.7K<0.01%+31813F-HRTimelineGroup
Geneos Wealth Management Inc.241$12.4K<0.01%-27413F-HRTimeline
Capital Advisors, Ltd. LLC233$12K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC92$4.76K<0.01%013F-HRTimeline
Covestor Ltd63$3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.42$2.15K<0.01%013F-HRTimeline
SHP Wealth Management31$1.59K<0.01%13F-HRTimeline