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Disclosery

USMF WISDOMTREE TR

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US MULTIFACTOR (fund)

73 managers (74 13F filers) reported a position in USMF shares at 2026-03-31, 5,523,107 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
73
13F filers
74
New
6
Added
23
Reduced
37
Sold out
6
Shares held by filers
5,523,107

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,363,131$67.3M0.07%+11,39613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC673,645$33.3M0.13%-89,94613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…637,718$31.5M0.57%+47,39913F-HRTimelineGroup
Bluespring Wealth Management, LLC452,033$22.3M1.92%+12,82513F-HRTimeline
Team Financial Group, LLC366,309$18.1M8.21%-49,83813F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…358,110$17.7M5.2%new13F-HRTimeline
LPL Financial LLC226,175$11.2M<0.01%-39,20213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN160,802$7.94M<0.01%-47,18013F-HR/ATimelineGroup
Cetera Investment Advisers103,732$5.12M0.01%-3,91113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC79,527$3.93M0.21%+22113F-HRTimeline
Atria Investments, Inc76,698$3.79M0.04%+2013F-HRTimeline
Mariner, LLCin group Mariner, LLC72,360$3.57M<0.01%+6413F-HRTimelineGroup
Merit Financial Group, LLC65,735$3.25M0.02%-6,01913F-HRTimeline
NewEdge Advisors, LLC62,248$3.07M0.01%-8,56013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY49,595$2.45M<0.01%+11,05913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,613$2.3M<0.01%-272,19013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding42,660$2.11M+5,516Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,137$1.88M<0.01%+19,90913F-HRTimelineGroup
Allworth Financial LP37,774$1.87M0.01%-2,31213F-HRTimeline
Private Advisor Group, LLC37,278$1.84M0.01%-10,55913F-HRTimeline
Keating Financial Advisory Services, In…36,315$1.79M0.29%-39,61413F-HRTimeline
Integrated Wealth Concepts LLC35,554$1.76M0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.32,296$1.59M0.02%-50113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,431$1.5M<0.01%-59,54913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,779$1.4M<0.01%+1,75513F-HR/ATimelineGroup
WCG Wealth Advisors LLC26,725$1.32M0.04%-66213F-HRTimeline
Archer Investment Management, LLC26,367$1.3M0.55%-74,95813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,203$1.15M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,187$1.05M<0.01%-8,56813F-HRTimelineGroup
WealthPoint Financial, LLC20,266$1M0.84%+1,45613F-HR/ATimeline
Summit Financial, LLC16,421$811K0.01%+4,01813F-HRTimeline
CWM, LLCin group CWM, LLC15,658$773K<0.01%-15,48913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC15,272$754K0.02%013F-HRTimeline
United Advisor Group, LLC15,009$741K0.09%-11,93913F-HRTimeline
IHT Wealth Management, LLC14,534$718K0.02%+68213F-HRTimeline
Modern Wealth Management, LLC14,144$701K0.01%+5113F-HRTimeline
Beacon Financial Advisory LLC14,127$698K0.16%-1,08013F-HRTimeline
Cambridge Investment Research Advisors,…13,638$673K<0.01%-73813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,413$613K<0.01%new13F-HRTimelineGroup
&PARTNERS12,031$595K<0.01%+1,25713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,915$588K<0.01%-2613F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC11,234$555K0.35%-117,11113F-HRTimeline
TopTier Wealth Management, LLC8,868$438K0.27%-21213F-HRTimeline
UBS AM, a distinct business unit of UBS…in group UBS Group AG8,686$429K<0.01%new13F-HRTimelineGroup
BIP Wealth, LLC7,937$392K0.02%+2,76113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,917$391K<0.01%-7,72613F-HRTimeline
Arkadios Wealth Advisors6,963$344K0.01%-3,52513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,785$335K<0.01%-27,88013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.6,568$324K0.02%+1113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,443$318K<0.01%+1,56813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP6,300$311K<0.01%-29,60013F-HRTimelineGroup
Quartz Partners, LLC6,175$305K0.12%-3,11513F-HRTimeline
WORLD EQUITY GROUP, INC.6,095$301K0.08%+22513F-HRTimeline
Financial Enhancement Group LLC5,752$296K0.04%-49,15413F-HRTimeline
FLOW TRADERS U.S. LLC5,626$278K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,109$255K<0.01%-4,13813F-HRTimeline
CoreCap Advisors, LLC5,003$247K0.01%-35413F-HRTimeline
Bison Wealth, LLC4,726$245K0.02%+1713F-HRTimeline
Mutual Advisors, LLC4,961$245K0.01%-41613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,412$217K0.01%-4513F-HRTimeline
LANARK FINANCIAL, INC.3,237$160K0.01%-1,10913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,163$107K<0.01%+1,07813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,597$78.9K<0.01%-15713F-HRTimeline
Hughes Financial Services, LLC996$49.2K0.01%013F-HRTimeline
REAP Financial Group, LLC983$48.5K0.01%-38413F-HRTimeline
FMR LLCin group FMR LLC683$33.7K<0.01%+24013F-HRTimelineGroup
AE Wealth Management LLC495$24.4K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC233$12K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.241$11.9K<0.01%013F-HRTimeline
Covestor Ltd130$6K<0.01%+6713F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC101$4.99K<0.01%13F-HRTimelineGroup
Smartleaf Asset Management LLC92$4.47K<0.01%013F-HRTimeline
SHP Wealth Management31$1.53K<0.01%013F-HRTimeline