Wisdomtree US Multifactor FuUSMFETF
13F holders, Q2 2024 (June 30)52holders +4
7new positions
4sold out
1famous investor
$45.44avg. 13F price*
At the end of Q2 2024, 52 institutions reported holding Wisdomtree US Multifactor Fu (USMF) in their 13F filings, up 4 from Q1 2024. 7 opened new positions and 4 sold out. The largest holders were HighTower Advisors, LLC ($58.5M), Private Wealth Strategies, L.L.C. ($54.2M) and Great Valley Advisor Group, Inc. ($21.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Multifactor Fu
- CUSIP
- 97717Y857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.8M |
| Exits | 4 | $1.4M |
All 13F filers, Q1 2024 → Q2 2024: 401,284 shares bought and 127,954 shares sold, net +273,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| HighTower Advisors, LLC | 0.09% | Reduce -1.6% | 1,287,123 | $58.5M |
| Private Wealth Strategies, L.L.C. | 10.86% | Add +1.8% | 1,191,758 | $54.2M |
| Great Valley Advisor Group, Inc. | 0.59% | Reduce -8.8% | 462,358 | $21.0M |
| Team Financial Group, LLC | 10.51% | Add +4.7% | 360,028 | $16.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +772.6% | 231,017 | $10.5M |
| Insight Advisors, LLC/ PA | 1.05% | Add +19.1% | 125,941 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Add +2.8% | 113,116 | $5.1M |
| Cabot Wealth Management Inc. | 0.66% | Add +23.2% | 111,485 | $5.1M |
| LPL Financial LLC | 0.00% | Add +36.8% | 95,549 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | — | 94,652 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +3.1% | 84,708 | $3.8M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 81,123 | $3.7M |
| Atria Investments, Inc | 0.05% | Add +2.2% | 78,534 | $3.6M |
| Smartleaf Asset Management LLC | 0.56% | Add +4.1% | 74,620 | $3.4M |
| Raymond James & Associates | 0.00% | Reduce -12.2% | 66,168 | $3.0M |
| Allworth Financial LP | 0.01% | Reduce -5.6% | 47,373 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 43,828 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -6.5% | 42,391 | $1.9M |
| WCG Wealth Advisors LLC | 0.11% | Add +8.9% | 33,570 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 28,195 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +7.8% | 27,761 | $1.3M |
| Financial Enhancement Group LLC | 0.20% | Reduce -5.8% | 26,791 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.2% | 25,469 | $1.2M |
| Lanark Financial, Inc. | 0.10% | Add +14.5% | 24,685 | $1.1M |
| RFG Advisory, LLC | 0.03% | Add +9.4% | 21,306 | $968K |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -2.8% | 20,924 | $951K |
| BIP Wealth, LLC | 0.06% | Reduce -11.8% | 17,060 | $775K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 15,272 | $694K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 15,043 | $684K |
| REAP Financial Group, LLC | 0.17% | Reduce -17.2% | 14,008 | $637K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.1% | 10,415 | $473K |
| Cetera Investment Advisers | 0.00% | Reduce -13.7% | 10,376 | $471K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.0% | 10,248 | $466K |
| Susquehanna International Group, LLP | 0.00% | Add +62.1% | 10,018 | $455K |
| Citadel Advisors | 0.00% | New | 9,512 | $432K |
| Harbour Investments, Inc. | 0.01% | Add +30.6% | 8,871 | $403K |
| Thrivent Financial for Lutherans | 0.00% | No change | 8,873 | $403K |
| Beacon Financial Advisory LLC | 0.13% | New | 7,757 | $352K |
| CoreCap Advisors, LLC | 0.04% | Reduce -9.2% | 7,699 | $350K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.8% | 5,023 | $228K |
| RMR Wealth Builders | 0.03% | Reduce -0.3% | 4,987 | $227K |
| Creative Financial Designs Inc. | 0.02% | Reduce -2.5% | 3,762 | $171K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.3% | 1,511 | $69K |
| Royal Bank of Canada | 0.00% | Reduce -54.4% | 1,248 | $57K |
| Geneos Wealth Management Inc. | 0.00% | New | 688 | $31K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 465 | $21K |
| Covestor Ltd | 0.01% | Add +20.2% | 244 | $11K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 230 | $10K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 185 | $8K |
| NewEdge Advisors, LLC | 0.00% | No change | 75 | $3K |
| UBS Group AG | 0.00% | New | 27 | $1K |
| FMR LLC | 0.00% | New | 1 | $45 |
"% of holder's portfolio" is USMF's weight in each manager's 13F, not the share of Wisdomtree US Multifactor Fu the manager owns.