Wisdomtree US Multifactor FuUSMFETF
13F holders, Q3 2024 (September 30)58holders +6
10new positions
4sold out
$48.77avg. 13F price*
At the end of Q3 2024, 58 institutions reported holding Wisdomtree US Multifactor Fu (USMF) in their 13F filings, up 6 from Q2 2024. 10 opened new positions and 4 sold out. The largest holders were HighTower Advisors, LLC ($63.1M), Great Valley Advisor Group, Inc. ($22.7M) and Team Financial Group, LLC ($18.0M).
- Company
- Wisdomtree US Multifactor Fu
- CUSIP
- 97717Y857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $8.8M |
| Exits | 4 | $6.0M |
All 13F filers, Q2 2024 → Q3 2024: 371,944 shares bought and 197,218 shares sold, net +174,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| HighTower Advisors, LLC | 0.09% | Add +0.3% | 1,290,388 | $63.1M |
| Great Valley Advisor Group, Inc. | 0.56% | Add +0.4% | 464,309 | $22.7M |
| Team Financial Group, LLC | 10.70% | Add +2.3% | 368,202 | $18.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +32.3% | 305,667 | $14.9M |
| Insight Advisors, LLC/ PA | 1.16% | Add +8.3% | 136,403 | $6.7M |
| Private Advisor Group, LLC | 0.03% | Add +0.2% | 113,355 | $5.5M |
| LPL Financial LLC | 0.00% | Add +16.9% | 111,673 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +9.6% | 103,736 | $5.4M |
| Atria Investments, Inc | 0.05% | Add +14.1% | 89,612 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 89,041 | $4.4M |
| Morgan Stanley | 0.00% | Add +3.5% | 83,993 | $4.1M |
| Western Wealth Management, LLC | 0.23% | New | 82,351 | $4.0M |
| Smartleaf Asset Management LLC | 0.44% | Add +0.6% | 75,050 | $3.7M |
| Allworth Financial LP | 0.01% | Reduce -2.1% | 46,390 | $2.3M |
| Financial Enhancement Group LLC | 0.44% | Add +129.4% | 61,464 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 43,441 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -5.0% | 40,256 | $2.0M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -3.5% | 32,394 | $1.6M |
| Raymond James & Associates | 0.00% | Reduce -51.1% | 32,365 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +12.8% | 31,300 | $1.5M |
| Baldwin Wealth Partners LLC | 0.09% | New | 26,877 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 26,673 | $1.3M |
| Lanark Financial, Inc. | 0.11% | Add +4.5% | 25,797 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.1% | 21,889 | $1.1M |
| RFG Advisory, LLC | 0.03% | Add +2.4% | 21,824 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -6.6% | 19,550 | $955K |
| BIP Wealth, LLC | 0.06% | Add +3.5% | 17,662 | $863K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.4% | 15,551 | $760K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 15,272 | $746K |
| Quartz Partners, LLC | 0.39% | — | 12,705 | $621K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.4% | 11,711 | $572K |
| Old Mission Capital LLC | 0.01% | Reduce -58.6% | 11,665 | $570K |
| Cetera Investment Advisers | 0.00% | Add +11.1% | 11,528 | $563K |
| REAP Financial Group, LLC | 0.13% | Reduce -23.8% | 10,671 | $522K |
| 1832 Asset Management L.P. | 0.00% | New | 10,550 | $516K |
| Harbour Investments, Inc. | 0.01% | Add +12.9% | 10,017 | $490K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 9,855 | $482K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,780 | $478K |
| Drive Wealth Management, LLC | 0.12% | New | 9,600 | $469K |
| Beacon Financial Advisory LLC | 0.16% | Add +22.6% | 9,514 | $465K |
| Thrivent Financial for Lutherans | 0.00% | No change | 8,873 | $434K |
| Jane Street Group, LLC | 0.00% | New | 8,717 | $426K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.9% | 7,549 | $369K |
| Financial Advocates Investment Management | 0.02% | New | 6,007 | $275K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.3% | 5,039 | $246K |
| RMR Wealth Builders | 0.02% | Reduce -6.8% | 4,647 | $227K |
| Creative Financial Designs Inc. | 0.01% | Reduce -12.8% | 3,280 | $160K |
| Royal Bank of Canada | 0.00% | Add +72.2% | 2,149 | $105K |
| UBS Group AG | 0.00% | Add +2537.0% | 712 | $35K |
| Geneos Wealth Management Inc. | 0.00% | No change | 688 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 465 | $23K |
| FMR LLC | 0.00% | Add +40600.0% | 407 | $20K |
| Covestor Ltd | 0.01% | Reduce -9.0% | 222 | $11K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 230 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 209 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | New | 209 | $10K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 185 | $9K |
| NewEdge Advisors, LLC | 0.00% | No change | 75 | $4K |
"% of holder's portfolio" is USMF's weight in each manager's 13F, not the share of Wisdomtree US Multifactor Fu the manager owns.