Wisdomtree US Multifactor FuUSMFETF
13F holders, Q1 2024 (March 31)48holders
$46.55avg. 13F price*
At the end of Q1 2024, 48 institutions reported holding Wisdomtree US Multifactor Fu (USMF) in their 13F filings. The largest holders were HighTower Advisors, LLC ($60.9M), Private Wealth Strategies, L.L.C. ($54.5M) and Great Valley Advisor Group, Inc. ($23.6M).
- Company
- Wisdomtree US Multifactor Fu
- CUSIP
- 97717Y857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $785K |
| Exits | 3 | $875K |
Ownership 48 holders
| HighTower Advisors, LLC | 0.10% | Add +10.0% | 1,308,376 | $60.9M |
| Private Wealth Strategies, L.L.C. | 11.79% | Add +0.1% | 1,170,320 | $54.5M |
| Great Valley Advisor Group, Inc. | 0.72% | Reduce -9.5% | 506,834 | $23.6M |
| Team Financial Group, LLC | 10.78% | Add +4.4% | 343,998 | $16.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -16.7% | 110,041 | $5.1M |
| Insight Advisors, LLC/ PA | 0.96% | Add +30.8% | 105,775 | $4.9M |
| Cabot Wealth Management Inc. | 0.55% | Add +6.4% | 90,485 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +2.4% | 82,192 | $3.8M |
| Morgan Stanley | 0.00% | Add +572.6% | 81,618 | $3.8M |
| Atria Investments, Inc | 0.05% | Add +2.9% | 76,872 | $3.6M |
| Raymond James & Associates | 0.00% | Add +25.8% | 75,342 | $3.5M |
| Smartleaf Asset Management LLC | 0.64% | Add +17.3% | 71,673 | $3.3M |
| LPL Financial LLC | 0.00% | Add +24.8% | 69,833 | $3.3M |
| Allworth Financial LP | 0.02% | Reduce -9.7% | 50,201 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.7% | 45,403 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -8.7% | 45,356 | $2.1M |
| WCG Wealth Advisors LLC | 0.12% | Add +11.7% | 30,835 | $1.4M |
| KLR Investment Advisors, LLC | 0.99% | Reduce -11.0% | 30,812 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 28,375 | $1.3M |
| Financial Enhancement Group LLC | 0.21% | Reduce -8.6% | 28,453 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.9% | 26,474 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 25,758 | $1.2M |
| Lanark Financial, Inc. | 0.10% | Add +75.1% | 21,564 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Add +0.5% | 21,521 | $1.0M |
| RFG Advisory, LLC | 0.03% | Add +12.4% | 19,479 | $907K |
| BIP Wealth, LLC | 0.07% | Reduce -19.4% | 19,331 | $900K |
| REAP Financial Group, LLC | 0.22% | Reduce -17.4% | 16,921 | $788K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.4% | 15,462 | $720K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 15,272 | $711K |
| Cetera Investment Advisers | 0.00% | New | 12,016 | $559K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.0% | 8,973 | $418K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.1% | 8,873 | $413K |
| My Legacy Advisors, LLC | 0.14% | Reduce -26.7% | 8,660 | $403K |
| CoreCap Advisors, LLC | 0.02% | Reduce -11.3% | 8,482 | $395K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.7% | 7,168 | $334K |
| Harbour Investments, Inc. | 0.01% | Add +94.4% | 6,791 | $316K |
| Signet Financial Management, LLC | 0.04% | No change | 6,265 | $292K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.2% | 6,180 | $288K |
| RMR Wealth Builders | 0.03% | Add +0.3% | 5,000 | $233K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,412 | $205K |
| Creative Financial Designs Inc. | 0.02% | Add +36.5% | 3,860 | $180K |
| Royal Bank of Canada | 0.00% | Add +470.8% | 2,734 | $127K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -63.5% | 1,506 | $70K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 465 | $22K |
| Sound Income Strategies, LLC | 0.00% | New | 432 | $20K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 230 | $11K |
| Covestor Ltd | 0.01% | Add +6.8% | 203 | $9K |
| NewEdge Advisors, LLC | 0.00% | No change | 75 | $3K |
"% of holder's portfolio" is USMF's weight in each manager's 13F, not the share of Wisdomtree US Multifactor Fu the manager owns.