Wisdomtree US Multifactor FuUSMFETF
13F holders, Q4 2024 (December 31)63holders +5
11new positions
9sold out
1famous investor
$49.72avg. 13F price*
At the end of Q4 2024, 63 institutions reported holding Wisdomtree US Multifactor Fu (USMF) in their 13F filings, up 5 from Q3 2024. 11 opened new positions and 9 sold out. The largest holders were Lido Advisors, LLC ($116.1M), HighTower Advisors, LLC ($64.0M) and Great Valley Advisor Group, Inc. ($22.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $128.5M |
| Exits | 9 | $2.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,946,045 shares bought and 172,651 shares sold, net +2,773,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Lido Advisors, LLC | 0.73% | New | 2,337,374 | $116.1M |
| HighTower Advisors, LLC | 0.09% | Reduce -0.1% | 1,288,412 | $64.0M |
| Great Valley Advisor Group, Inc. | 0.51% | Reduce -1.3% | 458,373 | $22.8M |
| Team Financial Group, LLC | 10.80% | Add +3.0% | 379,142 | $18.8M |
| Raymond James Financial Inc. | 0.01% | — | 343,024 | $17.0M |
| Archer Investment Management, LLC | 8.45% | — | 276,149 | $13.7M |
| LPL Financial LLC | 0.01% | Add +120.0% | 245,663 | $12.2M |
| Columbia Advisory Partners LLC | 7.22% | New | 156,323 | $7.8M |
| Insight Advisors, LLC/ PA | 1.24% | Add +6.7% | 145,596 | $7.2M |
| Wells Fargo & Company | 0.00% | Add +47.6% | 131,466 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +942.5% | 120,183 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +1.9% | 115,467 | $5.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.3% | 105,121 | $5.4M |
| Atria Investments, Inc | 0.05% | Reduce -3.3% | 86,654 | $4.3M |
| Defined Financial Planning LLC | 4.38% | — | 82,567 | $4.1M |
| Morgan Stanley | 0.00% | Reduce -1.7% | 82,530 | $4.1M |
| Smartleaf Asset Management LLC | 0.38% | Reduce -1.2% | 74,177 | $3.7M |
| Allworth Financial LP | 0.01% | Reduce -4.4% | 44,356 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +358.2% | 44,809 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +1.1% | 40,695 | $2.0M |
| Financial Enhancement Group LLC | 0.31% | Reduce -34.1% | 40,497 | $2.0M |
| Western Wealth Management, LLC | 0.11% | Reduce -51.4% | 40,067 | $2.0M |
| Bison Wealth, LLC | 0.23% | — | 38,176 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +19.5% | 37,407 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 36,502 | $1.8M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -1.2% | 31,994 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +9.1% | 29,105 | $1.4M |
| Citadel Advisors | 0.00% | New | 23,588 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -49.1% | 22,094 | $1.1M |
| RFG Advisory, LLC | 0.03% | Reduce -11.6% | 19,290 | $958K |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.9% | 19,057 | $947K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -4.1% | 18,757 | $932K |
| BIP Wealth, LLC | 0.05% | Reduce -9.0% | 16,075 | $799K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 15,272 | $759K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +28.4% | 15,033 | $747K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.3% | 14,720 | $731K |
| Quartz Partners, LLC | 0.38% | Reduce -0.1% | 12,698 | $631K |
| Beacon Financial Advisory LLC | 0.20% | Add +30.7% | 12,437 | $618K |
| 1832 Asset Management L.P. | 0.00% | No change | 10,550 | $524K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 9,841 | $489K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.7% | 9,745 | $484K |
| Drive Wealth Management, LLC | 0.12% | Reduce -0.2% | 9,584 | $476K |
| REAP Financial Group, LLC | 0.11% | Reduce -13.0% | 9,279 | $461K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.3% | 8,043 | $400K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,324 | $364K |
| CoreCap Advisors, LLC | 0.02% | Reduce -3.4% | 7,289 | $362K |
| Park Avenue Securities LLC | 0.00% | New | 7,023 | $349K |
| World Equity Group, Inc. | 0.07% | New | 6,960 | $346K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 5,693 | $283K |
| RMR Wealth Builders | 0.02% | Reduce -0.6% | 4,621 | $230K |
| ORG Partners LLC | 0.02% | New | 3,473 | $173K |
| Creative Financial Designs Inc. | 0.01% | Reduce -15.9% | 2,759 | $137K |
| Bank of America Corp. | 0.00% | New | 2,108 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Add +102.0% | 1,390 | $69K |
| Royal Bank of Canada | 0.00% | Reduce -41.9% | 1,248 | $62K |
| UBS Group AG | 0.00% | Reduce -33.3% | 475 | $24K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 465 | $23K |
| Covestor Ltd | 0.01% | Add +5.0% | 233 | $12K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 185 | $9K |
| Transce3nd, LLC | 0.00% | — | 154 | $8K |
| NewEdge Advisors, LLC | 0.00% | No change | 75 | $4K |
| Lanark Financial, Inc. | 0.13% | — | 27 | $1K |
| AE Wealth Management LLC | 0.00% | New | 12 | $596 |
"% of holder's portfolio" is USMF's weight in each manager's 13F, not the share of Wisdomtree US Multifactor Fu the manager owns.